A detailed history of Bergan Kdv Wealth Management, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 14,678 shares of XEL stock, worth $989,297. This represents 0.09% of its overall portfolio holdings.

Number of Shares
14,678
Previous 15,283 3.96%
Holding current value
$989,297
Previous $1.03 Million 11.46%
% of portfolio
0.09%
Previous 0.11%

Shares

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

Jul 24, 2023

SELL
$61.24 - $71.27 $37,050 - $43,118
-605 Reduced 3.96%
14,678 $912,000
Q1 2023

Apr 27, 2023

BUY
$63.22 - $72.78 $1,390 - $1,601
22 Added 0.14%
15,283 $1.03 Million
Q4 2022

Jan 31, 2023

SELL
$58.86 - $71.6 $65,216 - $79,332
-1,108 Reduced 6.77%
15,261 $1.07 Million
Q3 2022

Oct 24, 2022

SELL
$64.0 - $77.41 $72,768 - $88,015
-1,137 Reduced 6.49%
16,369 $1.05 Million
Q2 2022

Jul 13, 2022

BUY
$63.91 - $76.34 $331,373 - $395,822
5,185 Added 42.08%
17,506 $1.24 Million
Q1 2022

May 09, 2022

SELL
$64.83 - $72.32 $10,956 - $12,222
-169 Reduced 1.35%
12,321 $889,000
Q4 2021

Jan 28, 2022

BUY
$62.44 - $68.95 $15,110 - $16,685
242 Added 1.98%
12,490 $846,000
Q3 2021

Nov 12, 2021

SELL
$61.42 - $70.61 $58,103 - $66,797
-946 Reduced 7.17%
12,248 $765,000
Q2 2021

Aug 10, 2021

BUY
$65.71 - $72.59 $81,480 - $90,011
1,240 Added 10.37%
13,194 $869,000
Q4 2020

Feb 04, 2021

SELL
$64.31 - $74.71 $76,657 - $89,054
-1,192 Reduced 9.07%
11,954 $797,000
Q3 2020

Nov 05, 2020

SELL
$63.24 - $72.45 $62,607 - $71,725
-990 Reduced 7.0%
13,146 $907,000
Q2 2020

Aug 13, 2020

BUY
$57.86 - $67.15 $51,032 - $59,226
882 Added 6.65%
14,136 $883,000
Q1 2020

Apr 24, 2020

BUY
$50.0 - $71.16 $6,550 - $9,321
131 Added 1.0%
13,254 $799,000
Q4 2019

Feb 10, 2020

BUY
$60.07 - $64.95 $600 - $649
10 Added 0.08%
13,123 $833,000
Q3 2019

Nov 08, 2019

BUY
$59.43 - $65.82 $594 - $658
10 Added 0.08%
13,113 $851,000
Q2 2019

Aug 12, 2019

SELL
$54.68 - $61.54 $3,444 - $3,877
-63 Reduced 0.48%
13,103 $779,000
Q1 2019

May 09, 2019

BUY
$48.03 - $57.36 $576 - $688
12 Added 0.09%
13,166 $740,000
Q4 2018

Feb 01, 2019

SELL
$47.12 - $53.68 $53,057 - $60,443
-1,126 Reduced 7.89%
13,154 $648,000
Q3 2018

Nov 09, 2018

BUY
$45.16 - $49.29 $25,560 - $27,898
566 Added 4.13%
14,280 $674,000
Q2 2018

Jul 23, 2018

BUY
$42.13 - $47.1 $43,436 - $48,560
1,031 Added 8.13%
13,714 $626,000
Q1 2018

May 03, 2018

SELL
$42.44 - $47.81 $372,877 - $420,058
-8,786 Reduced 40.92%
12,683 $577,000
Q4 2017

Jan 16, 2018

SELL
$47.18 - $51.8 $4,812 - $5,283
-102 Reduced 0.47%
21,469 $1.03 Million
Q3 2017

Oct 18, 2017

BUY
$47.04 - $50.51 $1.01 Million - $1.09 Million
21,571
21,571 $1.02 Million

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 $36.9B
  • 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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