A detailed history of Axxcess Wealth Management, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 4,659 shares of XEL stock, worth $323,614. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,659
Previous 4,684 0.53%
Holding current value
$323,614
Previous $250,000 21.6%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$52.11 - $65.3 $1,302 - $1,632
-25 Reduced 0.53%
4,659 $304,000
Q2 2024

Aug 09, 2024

SELL
$52.53 - $56.74 $1,313 - $1,418
-25 Reduced 0.53%
4,684 $250,000
Q1 2024

May 14, 2024

BUY
$48.44 - $63.73 $1,356 - $1,784
28 Added 0.6%
4,709 $253,000
Q4 2023

Feb 06, 2024

SELL
$55.03 - $63.33 $40,667 - $46,800
-739 Reduced 13.63%
4,681 $289,000
Q3 2023

Nov 14, 2023

BUY
$55.59 - $65.21 $23,570 - $27,649
424 Added 8.49%
5,420 $310,000
Q2 2023

Aug 08, 2023

SELL
$61.24 - $71.27 $26,027 - $30,289
-425 Reduced 7.84%
4,996 $310,000
Q1 2023

May 03, 2023

SELL
$63.22 - $72.78 $62,145 - $71,542
-983 Reduced 15.35%
5,421 $365,000
Q4 2022

Feb 14, 2023

BUY
$58.86 - $71.6 $3,119 - $3,794
53 Added 0.83%
6,404 $448,000
Q3 2022

Nov 14, 2022

BUY
$64.0 - $77.41 $78,848 - $95,369
1,232 Added 24.07%
6,351 $406,000
Q2 2022

Aug 11, 2022

SELL
$63.91 - $76.34 $52,406 - $62,598
-820 Reduced 13.81%
5,119 $362,000
Q1 2022

Aug 11, 2022

SELL
$64.83 - $72.32 $8,427 - $9,401
-130 Reduced 2.14%
5,939 $429,000
Q4 2021

Aug 11, 2022

BUY
$62.44 - $68.95 $378,948 - $418,457
6,069 New
6,069 $411,000

Others Institutions Holding XEL

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...
More about XEL
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