Aveo Capital Partners, LLC Xcel Energy Inc Transaction History

Aveo Capital Partners, LLC

  • $844 Million
  • Q2 2024

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 7,362 shares of XEL stock, worth $475,364. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,362
Previous 7,484 1.63%
Holding current value
$475,364
Previous $402,000 2.24%
% of portfolio
0.05%
Previous 0.05%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,071
Shares Held
434M
Call Options Held
1.75M
Put Options Held
989K
View Full List

About XCEL ENERGY INC

XEL Quotes by TradingView
  • 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
Track This Portfolio

Track Aveo Capital Partners, LLC Portfolio

Follow Aveo Capital Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aveo Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aveo Capital Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email