A detailed history of Adviser Investments LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Adviser Investments LLC holds 4,979 shares of XEL stock, worth $330,605. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,979
Previous 4,978 0.02%
Holding current value
$330,605
Previous $265,000 22.64%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$52.11 - $65.3 $52 - $65
1 Added 0.02%
4,979 $325,000
Q1 2024

Apr 29, 2024

BUY
$48.44 - $63.73 $193 - $254
4 Added 0.08%
4,978 $267,000
Q4 2023

Feb 01, 2024

SELL
$55.03 - $63.33 $2,366 - $2,723
-43 Reduced 0.86%
4,974 $307,000
Q2 2023

Aug 04, 2023

SELL
$61.24 - $71.27 $7,777 - $9,051
-127 Reduced 2.47%
5,017 $311,000
Q1 2023

Apr 25, 2023

BUY
$63.22 - $72.78 $8,028 - $9,243
127 Added 2.53%
5,144 $346,000
Q4 2022

Jan 19, 2023

SELL
$58.86 - $71.6 $26,604 - $32,363
-452 Reduced 8.26%
5,017 $0
Q2 2022

Jul 14, 2022

BUY
$63.91 - $76.34 $40,838 - $48,781
639 Added 13.23%
5,469 $387,000
Q1 2021

May 05, 2021

BUY
$58.03 - $67.0 $280,284 - $323,610
4,830 New
4,830 $321,000
Q3 2018

Nov 14, 2018

SELL
$45.16 - $49.29 $51,933 - $56,683
-1,150 Closed
0 $0
Q2 2018

Aug 02, 2018

BUY
$42.13 - $47.1 $2,949 - $3,297
70 Added 6.48%
1,150 $53,000
Q1 2018

May 14, 2018

BUY
$42.44 - $47.81 $45,835 - $51,634
1,080 New
1,080 $49,000

Others Institutions Holding XEL

About XCEL ENERGY INC


  • Ticker XEL
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 546,990,976
  • Market Cap $36.3B
  • Description
  • Xcel Energy Inc., through its subsidiaries, generates, purchases, transmits, distributes, and sells electricity. It operates through Regulated Electric Utility, Regulated Natural Gas Utility, and All Other segments. The company generates electricity through coal, nuclear, natural gas, hydroelectric, solar, biomass, oil, wood/refuse, and wind ene...
More about XEL
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