Affiance Financial, LLC Xcel Energy Inc Transaction History

Affiance Financial, LLC

$406 Million
Q3 2024

A detailed history of Affiance Financial, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Affiance Financial, LLC holds 6,520 shares of XEL stock, worth $452,879. This represents 0.1% of its overall portfolio holdings.

Number of Shares

6,520

Previous 6,477 0.66%

Holding current value

$452,879

Previous $345,000 23.19%

% of portfolio

0.1%

Previous 0.09%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$52.11 - $65.3 $2,240 - $2,807	43 Added 0.66%	6,520 $425,000
Q2 2024 Aug 01, 2024	SELL	$52.53 - $56.74 $14,445 - $15,603	-275 Reduced 4.07%	6,477 $345,000
Q4 2023 Jan 09, 2024	SELL	$55.03 - $63.33 $21,406 - $24,635	-389 Reduced 5.45%	6,752 $418,000
Q3 2023 Oct 11, 2023	SELL	$55.59 - $65.21 $1,167 - $1,369	-21 Reduced 0.29%	7,141 $408,000
Q2 2023 Jul 11, 2023	BUY	$61.24 - $71.27 $8,389 - $9,763	137 Added 1.95%	7,162 $445,000
Q1 2023 Apr 18, 2023	SELL	$63.22 - $72.78 $12,075 - $13,900	-191 Reduced 2.65%	7,025 $473,000
Q4 2022 Jan 20, 2023	BUY	$58.86 - $71.6 $6,768 - $8,234	115 Added 1.62%	7,216 $0
Q3 2022 Oct 27, 2022	BUY	$64.0 - $77.41 $20,992 - $25,390	328 Added 4.84%	7,101 $454,000
Q2 2022 Jul 14, 2022	SELL	$63.91 - $76.34 $6,071 - $7,252	-95 Reduced 1.38%	6,773 $479,000
Q3 2021 Oct 12, 2021	SELL	$61.42 - $70.61 $8,414 - $9,673	-137 Reduced 1.96%	6,868 $429,000
Q1 2021 Apr 21, 2021	BUY	$58.03 - $67.0 $162,193 - $187,265	2,795 Added 66.39%	7,005 $466,000
Q4 2020 Jan 25, 2021	BUY	$64.31 - $74.71 $4,051 - $4,706	63 Added 1.52%	4,210 $281,000
Q3 2020 Oct 13, 2020	BUY	$63.24 - $72.45 $262,256 - $300,450	4,147 New	4,147 $286,000
Q1 2020 Apr 14, 2020	SELL	$50.0 - $71.16 $157,350 - $223,940	-3,147 Closed	0 $0
Q4 2019 Jan 16, 2020	BUY	$60.07 - $64.95 $189,040 - $204,397	3,147 New	3,147 $200,000

Others Institutions Holding XEL

# of Institutions

1,133

Shares Held

455M

Call Options Held

1.67M

Put Options Held

714K

View Full List

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...

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Affiance Financial, LLC Xcel Energy Inc Transaction History