Avantax Advisory Services, Inc. Xcel Energy Inc Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Xcel Energy Inc stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 30,678 shares of XEL stock, worth $2.13 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

30,678

Previous 24,635 24.53%

Holding current value

$2.13 Million

Previous $1.32 Million 52.32%

% of portfolio

0.01%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$52.11 - $65.3 $314,900 - $394,607	6,043 Added 24.53%	30,678 $2 Million
Q2 2024 Aug 09, 2024	BUY	$52.53 - $56.74 $450,759 - $486,885	8,581 Added 53.45%	24,635 $1.32 Million
Q1 2024 May 08, 2024	BUY	$48.44 - $63.73 $10,269 - $13,510	212 Added 1.34%	16,054 $862,000
Q4 2023 Feb 07, 2024	BUY	$55.03 - $63.33 $151,387 - $174,220	2,751 Added 21.01%	15,842 $980,000
Q3 2023 Nov 07, 2023	SELL	$55.59 - $65.21 $111,013 - $130,224	-1,997 Reduced 13.24%	13,091 $749,000
Q2 2023 Aug 11, 2023	SELL	$61.24 - $71.27 $67,670 - $78,753	-1,105 Reduced 6.82%	15,088 $938,000
Q1 2023 Apr 28, 2023	BUY	$63.22 - $72.78 $140,032 - $161,207	2,215 Added 15.85%	16,193 $1.09 Million
Q4 2022 Feb 13, 2023	BUY	$58.86 - $71.6 $97,589 - $118,712	1,658 Added 13.46%	13,978 $979,000
Q3 2022 Nov 01, 2022	BUY	$64.0 - $77.41 $174,720 - $211,329	2,730 Added 28.47%	12,320 $788,000
Q2 2022 Aug 02, 2022	SELL	$63.91 - $76.34 $1,917 - $2,290	-30 Reduced 0.31%	9,590 $679,000
Q1 2022 Apr 27, 2022	BUY	$64.83 - $72.32 $31,442 - $35,075	485 Added 5.31%	9,620 $695,000
Q4 2021 Jan 24, 2022	BUY	$62.44 - $68.95 $12,612 - $13,927	202 Added 2.26%	9,135 $618,000
Q3 2021 Oct 21, 2021	SELL	$61.42 - $70.61 $18,057 - $20,759	-294 Reduced 3.19%	8,933 $558,000
Q2 2021 Jul 29, 2021	BUY	$65.71 - $72.59 $29,372 - $32,447	447 Added 5.09%	9,227 $608,000
Q1 2021 May 13, 2021	BUY	$58.03 - $67.0 $47,874 - $55,275	825 Added 10.37%	8,780 $583,000
Q4 2020 Jan 22, 2021	SELL	$64.31 - $74.71 $720,593 - $837,125	-11,205 Reduced 58.48%	7,955 $529,000
Q3 2020 Oct 14, 2020	BUY	$63.24 - $72.45 $830,657 - $951,630	13,135 Added 218.01%	19,160 $1.32 Million
Q2 2020 Aug 06, 2020	SELL	$57.86 - $67.15 $438,520 - $508,929	-7,579 Reduced 55.71%	6,025 $375,000
Q1 2020 Apr 30, 2020	BUY	$50.0 - $71.16 $15,400 - $21,917	308 Added 2.32%	13,604 $820,000
Q4 2019 Feb 14, 2020	BUY	$60.07 - $64.95 $151,196 - $163,479	2,517 Added 23.35%	13,296 $844,000
Q3 2019 Nov 08, 2019	SELL	$59.43 - $65.82 $20,859 - $23,102	-351 Reduced 3.15%	10,779 $700,000
Q2 2019 Aug 06, 2019	SELL	$54.68 - $61.54 $99,900 - $112,433	-1,827 Reduced 14.1%	11,130 $662,000
Q1 2019 May 13, 2019	SELL	$48.03 - $57.36 $123,389 - $147,357	-2,569 Reduced 16.55%	12,957 $728,000
Q4 2018 Feb 13, 2019	BUY	$47.12 - $53.68 $731,585 - $833,435	15,526 New	15,526 $771,000

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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Avantax Advisory Services, Inc. Xcel Energy Inc Transaction History