Berger Financial Group, Inc Xcel Energy Inc Transaction History

Berger Financial Group, Inc

$1.08 Billion
Q2 2024

A detailed history of Berger Financial Group, Inc transactions in Xcel Energy Inc stock. As of the latest transaction made, Berger Financial Group, Inc holds 26,462 shares of XEL stock, worth $1.73 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

26,462

Previous 26,365 0.37%

Holding current value

$1.73 Million

Previous $1.42 Million 0.28%

% of portfolio

0.13%

Previous 0.14%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$52.53 - $56.74 $5,095 - $5,503	97 Added 0.37%	26,462 $1.41 Million
Q1 2024 Apr 16, 2024	BUY	$48.44 - $63.73 $18,746 - $24,663	387 Added 1.49%	26,365 $1.42 Million
Q4 2023 Feb 07, 2024	BUY	$55.03 - $63.33 $27,074 - $31,158	492 Added 1.93%	25,978 $1.61 Million
Q3 2023 Nov 03, 2023	BUY	$55.59 - $65.21 $16,843 - $19,758	303 Added 1.2%	25,486 $1.46 Million
Q2 2023 Aug 10, 2023	BUY	$61.24 - $71.27 $403,142 - $469,170	6,583 Added 35.39%	25,183 $1.57 Million
Q1 2023 Apr 24, 2023	BUY	$63.22 - $72.78 $38,690 - $44,541	612 Added 3.4%	18,600 $1.25 Million
Q4 2022 Jan 30, 2023	BUY	$58.86 - $71.6 $95,529 - $116,206	1,623 Added 9.92%	17,988 $1.26 Million
Q3 2022 Oct 27, 2022	BUY	$64.0 - $77.41 $1,152 - $1,393	18 Added 0.11%	16,365 $1.05 Million
Q2 2022 Aug 08, 2022	SELL	$63.91 - $76.34 $7,541 - $9,008	-118 Reduced 0.72%	16,347 $1.16 Million
Q1 2022 May 10, 2022	SELL	$64.83 - $72.32 $16,142 - $18,007	-249 Reduced 1.49%	16,465 $1.19 Million
Q4 2021 Jan 26, 2022	BUY	$62.44 - $68.95 $9,678 - $10,687	155 Added 0.94%	16,714 $1.13 Million
Q3 2021 Oct 28, 2021	BUY	$61.42 - $70.61 $61,112 - $70,256	995 Added 6.39%	16,559 $1.04 Million
Q2 2021 Jul 29, 2021	BUY	$65.71 - $72.59 $369,487 - $408,173	5,623 Added 56.56%	15,564 $1.03 Million
Q1 2021 May 12, 2021	BUY	$58.03 - $67.0 $14,217 - $16,415	245 Added 2.53%	9,941 $661,000
Q4 2020 Feb 02, 2021	BUY	$64.31 - $74.71 $623,549 - $724,388	9,696 New	9,696 $646,000

Others Institutions Holding XEL

# of Institutions

1,072

Shares Held

434M

Call Options Held

1.75M

Put Options Held

989K

View Full List

About XCEL ENERGY INC

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $35.7B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Berger Financial Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Berger Financial Group, Inc with notifications on news.

Account

Berger Financial Group, Inc Xcel Energy Inc Transaction History