A detailed history of Atria Wealth Solutions, Inc. transactions in Xcel Energy Inc stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 7,647 shares of XEL stock, worth $531,160. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,647
Previous 7,953 3.85%
Holding current value
$531,160
Previous $424,000 17.69%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 08, 2024

SELL
$52.11 - $65.3 $15,945 - $19,981
-306 Reduced 3.85%
7,647 $499,000
Q2 2024

Jul 22, 2024

SELL
$52.53 - $56.74 $513,533 - $554,690
-9,776 Reduced 55.14%
7,953 $424,000
Q1 2024

May 13, 2024

BUY
$48.44 - $63.73 $460,519 - $605,881
9,507 Added 115.63%
17,729 $952,000
Q4 2023

Feb 02, 2024

SELL
$55.03 - $63.33 $88,763 - $102,151
-1,613 Reduced 16.4%
8,222 $509,000
Q3 2023

Nov 08, 2023

BUY
$55.59 - $65.21 $58,480 - $68,600
1,052 Added 11.98%
9,835 $562,000
Q2 2023

Aug 03, 2023

SELL
$61.24 - $71.27 $3,858 - $4,490
-63 Reduced 0.71%
8,783 $546,000
Q1 2023

Aug 22, 2023

SELL
$63.22 - $72.78 $1,390 - $1,601
-22 Reduced 0.25%
8,761 $590,000
Q1 2023

Jun 14, 2023

BUY
$63.22 - $72.78 $5,373 - $6,186
85 Added 0.97%
8,846 $596,000
Q1 2023

May 10, 2023

SELL
$63.22 - $72.78 $133,267 - $153,420
-2,108 Reduced 19.39%
8,761 $590,000
Q4 2022

Aug 30, 2023

BUY
$58.86 - $71.6 $3,708 - $4,510
63 Added 0.72%
8,846 $620,000
Q4 2022

Feb 13, 2023

BUY
$58.86 - $71.6 $122,958 - $149,572
2,089 Added 23.79%
10,869 $762,000
Q3 2022

Feb 13, 2023

SELL
$64.0 - $77.41 $412,352 - $498,752
-6,443 Reduced 42.32%
8,780 $561,000
Q3 2022

Nov 14, 2022

BUY
$64.0 - $77.41 $532,864 - $644,515
8,326 Added 120.72%
15,223 $1.03 Million
Q2 2022

Aug 15, 2022

BUY
$63.91 - $76.34 $243,497 - $290,855
3,810 Added 123.42%
6,897 $488,000
Q1 2022

May 16, 2022

BUY
$64.83 - $72.32 $200,130 - $223,251
3,087 New
3,087 $224,000

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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