Caldwell Trust CO Xcel Energy Inc Transaction History

Caldwell Trust CO

  • $1.07 Trillion
  • Q3 2025

A detailed history of Caldwell Trust CO transactions in Xcel Energy Inc stock. As of the latest transaction made, Caldwell Trust CO holds 884 shares of XEL stock, worth $71,524. This represents 0.01% of its overall portfolio holdings.

Number of Shares
884
Previous 884 -0.0%
Holding current value
$71,524
Previous $60.2 Million 18.43%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 22, 2025
BUY
$65.65 - $72.39 $58,034 - $63,992
884 New
884 $60.2 Million
Q4 2023

Oct 01, 2025
SELL
$55.03 - $63.33 $22,012 - $25,332
-400 Reduced 31.15%
884 $54.7 Million
Q1 2023

Oct 01, 2025
BUY
$63.22 - $72.78 $25,288 - $29,112
400 Added 45.25%
1,284 $86.6 Million
Q4 2022

Oct 01, 2025
SELL
$58.86 - $71.6 $47,382 - $57,637
-805 Reduced 32.12%
1,701 $119 Million
Q3 2022

Oct 01, 2025
BUY
$64.0 - $77.41 $103,808 - $125,559
1,622 Added 183.48%
2,506 $160 Million
Q1 2022

Oct 01, 2025
BUY
$64.83 - $72.32 $112,415 - $125,402
1,734 Added 196.15%
2,618 $189 Million
Q4 2021

Oct 02, 2025
SELL
$62.44 - $68.95 $8,429 - $9,308
-135 Reduced 4.9%
2,618 $177 Million
Q3 2021

Oct 02, 2025
SELL
$61.42 - $70.61 $6,142 - $7,061
-100 Reduced 3.51%
2,753 $172 Million
Q2 2021

Oct 02, 2025
SELL
$65.71 - $72.59 $21,421 - $23,664
-326 Reduced 10.25%
2,853 $188 Million
Q1 2021

Oct 02, 2025
BUY
$58.03 - $67.0 $133,178 - $153,765
2,295 Added 259.62%
3,179 $211 Million
Q4 2020

Oct 02, 2025
BUY
$64.31 - $74.71 $143,990 - $167,275
2,239 Added 253.28%
3,123 $208 Million
Q1 2020

Oct 02, 2025
BUY
$50.0 - $71.16 $113,200 - $161,106
2,264 Added 256.11%
3,148 $190 Million
Q4 2019

Oct 06, 2025
BUY
$60.07 - $64.95 $135,998 - $147,046
2,264 Added 256.11%
3,148 $200 Million

Others Institutions Holding XEL

# of Institutions
1,331
Shares Held
513M
Call Options Held
2.53M
Put Options Held
886K
View Full List

About XCEL ENERGY INC

XEL Quotes by TradingView
  • Ticker XEL
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 546,990,976
  • Market Cap $44.3B
  • 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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