Capital Investment Advisors, LLC Xcel Energy Inc Transaction History

Capital Investment Advisors, LLC

$4.94 Billion
Q1 2025

A detailed history of Capital Investment Advisors, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 4,696 shares of XEL stock, worth $327,452. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,696

Previous 4,251 10.47%

Holding current value

$327,452

Previous $287,000 15.68%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$63.37 - $72.1 $28,199 - $32,084	445 Added 10.47%	4,696 $332,000
Q4 2024 Jan 13, 2025	SELL	$62.16 - $72.92 $43,076 - $50,533	-693 Reduced 14.02%	4,251 $287,000
Q3 2024 Oct 17, 2024	SELL	$52.11 - $65.3 $12,350 - $15,476	-237 Reduced 4.57%	4,944 $322,000
Q2 2024 Jul 12, 2024	SELL	$52.53 - $56.74 $66,660 - $72,003	-1,269 Reduced 19.67%	5,181 $276,000
Q1 2024 Apr 15, 2024	BUY	$48.44 - $63.73 $44,516 - $58,567	919 Added 16.62%	6,450 $346,000
Q4 2023 Jan 05, 2024	SELL	$55.03 - $63.33 $4,897 - $5,636	-89 Reduced 1.58%	5,531 $342,000
Q3 2023 Oct 16, 2023	BUY	$55.59 - $65.21 $13,675 - $16,041	246 Added 4.58%	5,620 $321,000
Q2 2023 Jul 11, 2023	BUY	$61.24 - $71.27 $796 - $926	13 Added 0.24%	5,374 $334,000
Q1 2023 Apr 10, 2023	BUY	$63.22 - $72.78 $758 - $873	12 Added 0.22%	5,361 $361,000
Q4 2022 Jan 05, 2023	BUY	$58.86 - $71.6 $36,198 - $44,034	615 Added 12.99%	5,349 $375,000
Q3 2022 Oct 05, 2022	BUY	$64.0 - $77.41 $512 - $619	8 Added 0.17%	4,734 $303,000
Q2 2022 Jul 06, 2022	BUY	$63.91 - $76.34 $958 - $1,145	15 Added 0.32%	4,726 $334,000
Q1 2022 Apr 13, 2022	BUY	$64.83 - $72.32 $17,244 - $19,237	266 Added 5.98%	4,711 $340,000
Q4 2021 Jan 10, 2022	BUY	$62.44 - $68.95 $749 - $827	12 Added 0.27%	4,445 $301,000
Q3 2021 Oct 13, 2021	BUY	$61.42 - $70.61 $81,872 - $94,123	1,333 Added 43.0%	4,433 $277,000
Q2 2021 Jul 14, 2021	BUY	$65.71 - $72.59 $131 - $145	2 Added 0.06%	3,100 $204,000
Q1 2021 Apr 27, 2021	BUY	$58.03 - $67.0 $179,776 - $207,566	3,098 New	3,098 $206,000
Q3 2019 Oct 24, 2019	SELL	$59.43 - $65.82 $239,265 - $264,991	-4,026 Closed	0 $0
Q2 2019 Jul 17, 2019	BUY	$54.68 - $61.54 $929 - $1,046	17 Added 0.42%	4,026 $239,000
Q1 2019 Apr 11, 2019	BUY	$48.03 - $57.36 $192,552 - $229,956	4,009 New	4,009 $225,000

Others Institutions Holding XEL

# of Institutions

1,264

Shares Held

489M

Call Options Held

2.11M

Put Options Held

306K

View Full List

About XCEL ENERGY INC

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $38.1B
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...

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Capital Investment Advisors, LLC Xcel Energy Inc Transaction History