Atria Wealth Solutions, Inc. Xcel Energy Inc Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

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 4,171 shares of XEL stock, worth $341,396. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,171

Previous 9,941 58.04%

Holding current value

$341,396

Previous $703,000 59.6%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$65.65 - $72.39 $378,800 - $417,690	-5,770 Reduced 58.04%	4,171 $284,000
Q1 2025 May 09, 2025	SELL	$63.37 - $72.1 $416,594 - $473,985	-6,574 Reduced 39.81%	9,941 $703,000
Q4 2024 Jan 31, 2025	BUY	$62.16 - $72.92 $551,234 - $646,654	8,868 Added 115.97%	16,515 $1.12 Million
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

# of Institutions

1,281

Shares Held

509M

Call Options Held

2.53M

Put Options Held

886K

View Full List

About XCEL ENERGY INC

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $44.8B
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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Atria Wealth Solutions, Inc. Xcel Energy Inc Transaction History