A detailed history of Allworth Financial LP transactions in Xcel Energy Inc stock. As of the latest transaction made, Allworth Financial LP holds 7,104 shares of XEL stock, worth $379,424. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,104
Previous 7,538 5.76%
Holding current value
$379,424
Previous $466,000 18.24%
% of portfolio
0.0%
Previous 0.0%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

SELL
$48.44 - $63.73 $21,022 - $27,658
-434 Reduced 5.76%
7,104 $381,000
Q4 2023

Jan 24, 2024

SELL
$55.03 - $63.33 $7,429 - $8,549
-135 Reduced 1.76%
7,538 $466,000
Q3 2023

Oct 31, 2023

BUY
$55.59 - $65.21 $14,731 - $17,280
265 Added 3.58%
7,673 $439,000
Q2 2023

Jul 18, 2023

BUY
$61.24 - $71.27 $16,167 - $18,815
264 Added 3.7%
7,408 $460,000
Q1 2023

Apr 18, 2023

BUY
$63.22 - $72.78 $66,570 - $76,637
1,053 Added 17.29%
7,144 $481,000
Q4 2022

Jan 13, 2023

SELL
$58.86 - $71.6 $57,682 - $70,168
-980 Reduced 13.86%
6,091 $0
Q3 2022

Oct 18, 2022

BUY
$64.0 - $77.41 $31,488 - $38,085
492 Added 7.48%
7,071 $453,000
Q2 2022

Jul 13, 2022

BUY
$63.91 - $76.34 $1,917 - $2,290
30 Added 0.46%
6,579 $466,000
Q1 2022

Apr 22, 2022

BUY
$64.83 - $72.32 $19,189 - $21,406
296 Added 4.73%
6,549 $473,000
Q4 2021

Jan 21, 2022

BUY
$62.44 - $68.95 $120,696 - $133,280
1,933 Added 44.75%
6,253 $423,000
Q3 2021

Nov 02, 2021

BUY
$61.42 - $70.61 $133,465 - $153,435
2,173 Added 101.21%
4,320 $270,000
Q4 2020

Jan 26, 2021

SELL
$64.31 - $74.71 $17,363 - $20,171
-270 Reduced 11.17%
2,147 $143,000
Q3 2020

Nov 03, 2020

SELL
$63.24 - $72.45 $31,240 - $35,790
-494 Reduced 16.97%
2,417 $167,000
Q2 2020

Jul 24, 2020

BUY
$57.86 - $67.15 $44,205 - $51,302
764 Added 35.58%
2,911 $182,000
Q1 2019

May 07, 2019

BUY
$48.03 - $57.36 $24,015 - $28,680
500 Added 30.36%
2,147 $121,000
Q3 2018

Oct 30, 2018

SELL
$45.16 - $49.29 $2,212 - $2,415
-49 Reduced 2.89%
1,647 $78,000
Q2 2018

Aug 08, 2018

SELL
$42.13 - $47.1 $7,077 - $7,912
-168 Reduced 9.01%
1,696 $77,000
Q1 2018

May 02, 2018

SELL
$42.44 - $47.81 $42 - $47
-1 Reduced 0.05%
1,864 $85,000
Q4 2017

Feb 22, 2018

BUY
$47.18 - $51.8 $94 - $103
2 Added 0.11%
1,865 $90,000
Q3 2017

Oct 12, 2017

SELL
$47.04 - $50.51 $42,336 - $45,459
-900 Reduced 32.57%
1,863 $88,000
Q2 2017

Aug 07, 2017

BUY
N/A
2,763
2,763 $127,000

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 $29.2B
  • 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
Track This Portfolio

Track Allworth Financial LP Portfolio

Follow Allworth Financial LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.