Aveo Capital Partners, LLC Xcel Energy Inc Transaction History

Aveo Capital Partners, LLC

$528 Million
Q1 2025

A detailed history of Aveo Capital Partners, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 3,938 shares of XEL stock, worth $275,344. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,938

Previous 6,941 43.26%

Holding current value

$275,344

Previous $468,000 40.6%

% of portfolio

0.05%

Previous 0.05%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$63.37 - $72.1 $190,300 - $216,516	-3,003 Reduced 43.26%	3,938 $278,000
Q4 2024 Jan 30, 2025	BUY	$62.16 - $72.92 $29,588 - $34,709	476 Added 7.36%	6,941 $468,000
Q3 2024 Nov 12, 2024	SELL	$52.11 - $65.3 $46,742 - $58,574	-897 Reduced 12.18%	6,465 $422,000
Q2 2024 Aug 02, 2024	SELL	$52.53 - $56.74 $6,408 - $6,922	-122 Reduced 1.63%	7,362 $393,000
Q1 2024 May 06, 2024	SELL	$48.44 - $63.73 $5,570 - $7,328	-115 Reduced 1.51%	7,484 $402,000
Q4 2023 Feb 06, 2024	BUY	$55.03 - $63.33 $1,815 - $2,089	33 Added 0.44%	7,599 $470,000
Q3 2023 Nov 06, 2023	SELL	$55.59 - $65.21 $6,837 - $8,020	-123 Reduced 1.6%	7,566 $432,000
Q2 2023 Aug 08, 2023	SELL	$61.24 - $71.27 $522,683 - $608,289	-8,535 Reduced 52.61%	7,689 $478,000
Q1 2023 May 03, 2023	BUY	$63.22 - $72.78 $195,918 - $225,545	3,099 Added 23.61%	16,224 $1.09 Million
Q4 2022 Feb 03, 2023	SELL	$58.86 - $71.6 $1,530 - $1,861	-26 Reduced 0.2%	13,125 $920,000
Q3 2022 Nov 09, 2022	SELL	$64.0 - $77.41 $24,896 - $30,112	-389 Reduced 2.87%	13,151 $842,000
Q2 2022 Aug 05, 2022	BUY	$63.91 - $76.34 $219,530 - $262,227	3,435 Added 33.99%	13,540 $958,000
Q1 2022 May 13, 2022	SELL	$64.83 - $72.32 $32,479 - $36,232	-501 Reduced 4.72%	10,105 $729,000
Q4 2021 Feb 11, 2022	BUY	$62.44 - $68.95 $2,185 - $2,413	35 Added 0.33%	10,606 $718,000
Q3 2021 Nov 12, 2021	SELL	$61.42 - $70.61 $1,474 - $1,694	-24 Reduced 0.23%	10,571 $661,000
Q2 2021 Aug 13, 2021	SELL	$65.71 - $72.59 $26,349 - $29,108	-401 Reduced 3.65%	10,595 $698,000
Q1 2021 May 11, 2021	BUY	$58.03 - $67.0 $416,539 - $480,926	7,178 Added 188.0%	10,996 $731,000
Q4 2020 Feb 10, 2021	SELL	$64.31 - $74.71 $486,505 - $565,181	-7,565 Reduced 66.46%	3,818 $255,000
Q3 2020 Nov 13, 2020	BUY	$63.24 - $72.45 $503,074 - $576,339	7,955 Added 232.06%	11,383 $786,000
Q2 2020 Aug 12, 2020	SELL	$57.86 - $67.15 $477,171 - $553,786	-8,247 Reduced 70.64%	3,428 $214,000
Q1 2020 May 05, 2020	BUY	$50.0 - $71.16 $362,800 - $516,336	7,256 Added 164.2%	11,675 $704,000
Q4 2019 Feb 06, 2020	SELL	$60.07 - $64.95 $4,925 - $5,325	-82 Reduced 1.82%	4,419 $281,000
Q3 2019 Nov 07, 2019	BUY	$59.43 - $65.82 $33,102 - $36,661	557 Added 14.12%	4,501 $277,000
Q1 2019 May 07, 2019	BUY	$48.03 - $57.36 $189,430 - $226,227	3,944 New	3,944 $222,000

Others Institutions Holding XEL

# of Institutions

1,264

Shares Held

489M

Call Options Held

2.11M

Put Options Held

306K

View Full List

About XCEL ENERGY INC

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $38.2B
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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Aveo Capital Partners, LLC Xcel Energy Inc Transaction History