A detailed history of Atlantic Family Wealth, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Atlantic Family Wealth, LLC holds 4,257 shares of XEL stock, worth $345,242. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,257
Previous 4,271 0.33%
Holding current value
$345,242
Previous $302 Million 4.12%
% of portfolio
0.25%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025

SELL
$65.65 - $72.39 $919 - $1,013
-14 Reduced 0.33%
4,257 $290 Million
Q1 2025

May 07, 2025

BUY
$63.37 - $72.1 $13,497 - $15,357
213 Added 5.25%
4,271 $302 Million
Q4 2024

Feb 04, 2025

BUY
$62.16 - $72.92 $252,245 - $295,909
4,058 New
4,058 $274 Million

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 $44.4B
  • 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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