Avantax Planning Partners, Inc. Xcel Energy Inc Transaction History

Avantax Planning Partners, Inc.

$3.1 Billion
Q2 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 20, 2023	SELL	$63.22 - $72.78 $2,086 - $2,401	-33 Reduced 0.99%	3,300 $222,000
Q4 2022 Feb 09, 2023	BUY	$58.86 - $71.6 $196,180 - $238,642	3,333 New	3,333 $233,000
Q4 2021 Jan 28, 2022	SELL	$62.44 - $68.95 $282,603 - $312,067	-4,526 Closed	0 $0
Q3 2021 Oct 27, 2021	BUY	$61.42 - $70.61 $277,986 - $319,580	4,526 New	4,526 $283,000
Q2 2021 Aug 10, 2021	SELL	$65.71 - $72.59 $221,771 - $244,991	-3,375 Closed	0 $0
Q1 2021 May 06, 2021	SELL	$58.03 - $67.0 $68,011 - $78,524	-1,172 Reduced 25.78%	3,375 $224,000
Q4 2020 Feb 04, 2021	BUY	$64.31 - $74.71 $22,508 - $26,148	350 Added 8.34%	4,547 $303,000
Q3 2020 Oct 28, 2020	BUY	$63.24 - $72.45 $9,486 - $10,867	150 Added 3.71%	4,197 $290,000
Q1 2020 Apr 27, 2020	SELL	$50.0 - $71.16 $300 - $426	-6 Reduced 0.15%	4,047 $244,000
Q4 2019 Jan 15, 2020	BUY	$60.07 - $64.95 $360 - $389	6 Added 0.15%	4,053 $257,000
Q3 2019 Nov 08, 2019	BUY	$59.43 - $65.82 $4,100 - $4,541	69 Added 1.73%	4,047 $263,000
Q1 2019 May 08, 2019	SELL	$48.03 - $57.36 $12,343 - $14,741	-257 Reduced 6.07%	3,978 $224,000
Q4 2018 Feb 14, 2019	SELL	$47.12 - $53.68 $10,931 - $12,453	-232 Reduced 5.19%	4,235 $209,000
Q3 2018 Nov 13, 2018	BUY	$45.16 - $49.29 $201,729 - $220,178	4,467 New	4,467 $211,000
Q2 2018 Aug 13, 2018	SELL	$42.13 - $47.1 $197,884 - $221,228	-4,697 Closed	0 $0
Q1 2018 May 15, 2018	SELL	$42.44 - $47.81 $6,366 - $7,171	-150 Reduced 3.09%	4,697 $214,000
Q4 2017 Feb 09, 2018	SELL	$47.18 - $51.8 $28,308 - $31,080	-600 Reduced 11.02%	4,847 $233,000
Q3 2017 Oct 19, 2017	BUY	$47.04 - $50.51 $256,226 - $275,127	5,447	5,447 $258,000

Others Institutions Holding XEL

# of Institutions

1,071

Shares Held

434M

Call Options Held

1.75M

Put Options Held

989K

Vanguard Group Inc Valley Forge, PA

72.2M
Shares

$4.66 Billion
0.08% of portfolio
Black Rock Inc. New York, NY

45.9M
Shares

$2.96 Billion
0.06% of portfolio
State Street Corp Boston, MA

34.8M
Shares

$2.25 Billion
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

19.6M
Shares

$1.27 Billion
0.09% of portfolio
Geode Capital Management, LLC Boston, MA

14.3M
Shares

$923 Million
0.07% of portfolio

View Full List

About XCEL ENERGY INC

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $35.3B
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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