A detailed history of Capital Advisory Group Advisory Services, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Capital Advisory Group Advisory Services, LLC holds 7,897 shares of XEL stock, worth $548,525. This represents 0.21% of its overall portfolio holdings.

Number of Shares
7,897
Previous 7,868 0.37%
Holding current value
$548,525
Previous $420,000 22.62%
% of portfolio
0.21%
Previous 0.18%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$52.11 - $65.3 $1,511 - $1,893
29 Added 0.37%
7,897 $515,000
Q2 2024

Jul 22, 2024

SELL
$52.53 - $56.74 $37,611 - $40,625
-716 Reduced 8.34%
7,868 $420,000
Q1 2024

Apr 18, 2024

BUY
$48.44 - $63.73 $241,764 - $318,076
4,991 Added 138.91%
8,584 $461,000
Q4 2023

Jan 09, 2024

SELL
$55.03 - $63.33 $444,037 - $511,009
-8,069 Reduced 69.19%
3,593 $222,000
Q3 2023

Oct 18, 2023

SELL
$55.59 - $65.21 $26,849 - $31,496
-483 Reduced 3.98%
11,662 $667,000
Q2 2023

Jul 13, 2023

BUY
$61.24 - $71.27 $11,023 - $12,828
180 Added 1.5%
12,145 $755,000
Q1 2023

Apr 19, 2023

BUY
$63.22 - $72.78 $12,517 - $14,410
198 Added 1.68%
11,965 $806,000
Q4 2022

Feb 14, 2023

BUY
$58.86 - $71.6 $5,297 - $6,443
90 Added 0.77%
11,767 $824,000
Q3 2022

Nov 07, 2022

SELL
$64.0 - $77.41 $68,672 - $83,060
-1,073 Reduced 8.42%
11,677 $747,000
Q2 2022

Aug 12, 2022

SELL
$63.91 - $76.34 $958 - $1,145
-15 Reduced 0.12%
12,750 $937,000
Q1 2022

Apr 29, 2022

BUY
$64.83 - $72.32 $17,179 - $19,164
265 Added 2.12%
12,765 $921,000
Q4 2021

Feb 15, 2022

BUY
$62.44 - $68.95 $11,426 - $12,617
183 Added 1.49%
12,500 $846,000
Q3 2021

Nov 12, 2021

BUY
$61.42 - $70.61 $178,179 - $204,839
2,901 Added 30.81%
12,317 $770,000
Q2 2021

Nov 12, 2021

BUY
$65.71 - $72.59 $9,725 - $10,743
148 Added 1.6%
9,416 $620,000
Q1 2021

May 14, 2021

BUY
$58.03 - $67.0 $67,488 - $77,921
1,163 Added 14.35%
9,268 $616,000
Q4 2020

Feb 18, 2021

BUY
$64.31 - $74.71 $30,097 - $34,964
468 Added 6.13%
8,105 $540,000
Q3 2020

Nov 16, 2020

BUY
$63.24 - $72.45 $15,999 - $18,329
253 Added 3.43%
7,637 $527,000
Q2 2020

Aug 14, 2020

BUY
$57.86 - $67.15 $287,737 - $333,936
4,973 Added 206.26%
7,384 $462,000
Q1 2020

May 18, 2020

BUY
$50.0 - $71.16 $120,550 - $171,566
2,411 New
2,411 $145,000
Q4 2019

Feb 14, 2020

SELL
$60.07 - $64.95 $174,863 - $189,069
-2,911 Closed
0 $0
Q1 2018

May 28, 2020

BUY
$42.44 - $47.81 $123,542 - $139,174
2,911 New
2,911 $132,000

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
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