A detailed history of Ae Wealth Management LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Ae Wealth Management LLC holds 18,584 shares of XEL stock, worth $1.29 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,584
Previous 21,484 13.5%
Holding current value
$1.29 Million
Previous $1.15 Million 5.75%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$52.11 - $65.3 $151,119 - $189,370
-2,900 Reduced 13.5%
18,584 $1.21 Million
Q2 2024

Aug 12, 2024

BUY
$52.53 - $56.74 $219,470 - $237,059
4,178 Added 24.14%
21,484 $1.15 Million
Q1 2024

May 15, 2024

SELL
$48.44 - $63.73 $3.1 Million - $4.08 Million
-64,036 Reduced 78.72%
17,306 $930,000
Q4 2023

Feb 14, 2024

BUY
$55.03 - $63.33 $2.13 Million - $2.45 Million
38,698 Added 90.75%
81,342 $5.04 Million
Q3 2023

Oct 11, 2023

BUY
$55.59 - $65.21 $826,011 - $968,955
14,859 Added 53.48%
42,644 $2.44 Million
Q2 2023

Jul 10, 2023

SELL
$61.24 - $71.27 $19,290 - $22,450
-315 Reduced 1.12%
27,785 $1.73 Million
Q1 2023

Apr 14, 2023

SELL
$63.22 - $72.78 $2.15 Million - $2.48 Million
-34,034 Reduced 54.78%
28,100 $1.9 Million
Q4 2022

Jan 31, 2023

BUY
$58.86 - $71.6 $423,674 - $515,376
7,198 Added 13.1%
62,134 $4.36 Million
Q3 2022

Oct 25, 2022

BUY
$64.0 - $77.41 $224,000 - $270,935
3,500 Added 6.8%
54,936 $3.52 Million
Q2 2022

Aug 03, 2022

BUY
$63.91 - $76.34 $2.03 Million - $2.43 Million
31,803 Added 161.99%
51,436 $3.64 Million
Q1 2022

Apr 18, 2022

SELL
$64.83 - $72.32 $2,009 - $2,241
-31 Reduced 0.16%
19,633 $1.42 Million
Q4 2021

Jan 20, 2022

SELL
$62.44 - $68.95 $178,266 - $196,852
-2,855 Reduced 12.68%
19,664 $1.33 Million
Q3 2021

Nov 01, 2021

SELL
$61.42 - $70.61 $106,747 - $122,720
-1,738 Reduced 7.16%
22,519 $1.41 Million
Q2 2021

Jul 21, 2021

SELL
$65.71 - $72.59 $9,922 - $10,961
-151 Reduced 0.62%
24,257 $1.6 Million
Q1 2021

Apr 27, 2021

BUY
$58.03 - $67.0 $15,494 - $17,889
267 Added 1.11%
24,408 $1.62 Million
Q4 2020

Feb 01, 2021

SELL
$64.31 - $74.71 $149,777 - $173,999
-2,329 Reduced 8.8%
24,141 $1.61 Million
Q3 2020

Nov 06, 2020

BUY
$63.24 - $72.45 $176,945 - $202,715
2,798 Added 11.82%
26,470 $1.83 Million
Q2 2020

Aug 05, 2020

SELL
$57.86 - $67.15 $350,053 - $406,257
-6,050 Reduced 20.36%
23,672 $1.48 Million
Q1 2020

May 07, 2020

BUY
$50.0 - $71.16 $207,750 - $295,669
4,155 Added 16.25%
29,722 $1.79 Million
Q4 2019

Jan 15, 2020

BUY
$60.07 - $64.95 $235,894 - $255,058
3,927 Added 18.15%
25,567 $1.62 Million
Q3 2019

Nov 05, 2019

BUY
$59.43 - $65.82 $52,120 - $57,724
877 Added 4.22%
21,640 $1.4 Million
Q2 2019

Jul 22, 2019

BUY
$54.68 - $61.54 $537,832 - $605,307
9,836 Added 90.02%
20,763 $1.24 Million
Q1 2019

May 14, 2019

BUY
$48.03 - $57.36 $30,306 - $36,194
631 Added 6.13%
10,927 $614,000
Q4 2018

Feb 15, 2019

SELL
$47.12 - $53.68 $80,292 - $91,470
-1,704 Reduced 14.2%
10,296 $507,000
Q3 2018

Nov 14, 2018

BUY
$45.16 - $49.29 $28,766 - $31,397
637 Added 5.61%
12,000 $567,000
Q2 2018

Aug 15, 2018

SELL
$42.13 - $47.1 $20,854 - $23,314
-495 Reduced 4.17%
11,363 $519,000
Q1 2018

May 14, 2018

BUY
$42.44 - $47.81 $254 - $286
6 Added 0.05%
11,858 $539,000
Q4 2017

Feb 06, 2018

BUY
$47.18 - $51.8 $48,784 - $53,561
1,034 Added 9.56%
11,852 $570,000
Q3 2017

Nov 08, 2017

BUY
$47.04 - $50.51 $89,799 - $96,423
1,909 Added 21.43%
10,818 $512,000
Q2 2017

Aug 14, 2017

BUY
N/A
8,909
8,909 $409,000

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 $38B
  • 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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