A detailed history of Bdo Wealth Advisors, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 841 shares of XEL stock, worth $58,415. This represents 0.01% of its overall portfolio holdings.

Number of Shares
841
Previous 741 13.5%
Holding current value
$58,415
Previous $49,000 6.12%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 01, 2023

BUY
$61.24 - $71.27 $6,124 - $7,127
100 Added 13.5%
841 $52,000
Q1 2023

May 09, 2023

SELL
$63.22 - $72.78 $9,293 - $10,698
-147 Reduced 16.55%
741 $49,000
Q1 2021

May 14, 2021

SELL
$58.03 - $67.0 $145,075 - $167,500
-2,500 Reduced 73.79%
888 $59,000
Q1 2020

May 15, 2020

BUY
$50.0 - $71.16 $169,400 - $241,090
3,388 New
3,388 $204,000

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
Track This Portfolio

Track Bdo Wealth Advisors, LLC Portfolio

Follow Bdo Wealth Advisors, 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 Bdo Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bdo Wealth Advisors, LLC with notifications on news.