A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 5,262 shares of XEL stock, worth $281,043. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,262
Previous 5,262 -0.0%
Holding current value
$281,043
Previous $325,000 13.23%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024

SELL
$55.03 - $63.33 $12,051 - $13,869
-219 Reduced 4.0%
5,262 $325,000
Q3 2023

Nov 02, 2023

BUY
$55.59 - $65.21 $19,234 - $22,562
346 Added 6.74%
5,481 $313,000
Q2 2023

Aug 14, 2023

SELL
$61.24 - $71.27 $7,348 - $8,552
-120 Reduced 2.28%
5,135 $319,000
Q1 2023

Apr 28, 2023

BUY
$63.22 - $72.78 $24,782 - $28,529
392 Added 8.06%
5,255 $354,000
Q2 2022

Aug 01, 2022

BUY
$63.91 - $76.34 $4,026 - $4,809
63 Added 1.31%
4,863 $344,000
Q1 2022

May 09, 2022

SELL
$64.83 - $72.32 $24,765 - $27,626
-382 Reduced 7.37%
4,800 $346,000
Q3 2021

Nov 29, 2021

BUY
$61.42 - $70.61 $318,278 - $365,901
5,182 New
5,182 $324,000

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 $29.2B
  • 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...
More about XEL
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