Carolinas Wealth Consulting LLC Xcel Energy Inc Transaction History

Carolinas Wealth Consulting LLC

$542 Million
Q2 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 102 shares of XEL stock, worth $6,586. This represents 0.0% of its overall portfolio holdings.

Number of Shares

102

Previous 61 67.21%

Holding current value

$6,586

Previous $3,000 66.67%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$52.53 - $56.74 $2,153 - $2,326	41 Added 67.21%	102 $5,000
Q1 2024 May 14, 2024	SELL	$48.44 - $63.73 $1,356 - $1,784	-28 Reduced 31.46%	61 $3,000
Q4 2023 Feb 13, 2024	SELL	$55.03 - $63.33 $715 - $823	-13 Reduced 12.75%	89 $5,000
Q3 2023 Nov 14, 2023	SELL	$55.59 - $65.21 $2,223 - $2,608	-40 Reduced 28.17%	102 $5,000
Q2 2023 Aug 14, 2023	BUY	$61.24 - $71.27 $122 - $142	2 Added 1.43%	142 $8,000
Q1 2023 May 15, 2023	BUY	$63.22 - $72.78 $1,517 - $1,746	24 Added 20.69%	140 $9,000
Q4 2022 Feb 14, 2023	BUY	$58.86 - $71.6 $3,531 - $4,296	60 Added 107.14%	116 $8,000
Q2 2022 Aug 16, 2022	SELL	$63.91 - $76.34 $3,962 - $4,733	-62 Reduced 52.54%	56 $4,000
Q1 2022 May 17, 2022	BUY	$64.83 - $72.32 $64 - $72	1 Added 0.85%	118 $9,000
Q4 2021 Feb 14, 2022	SELL	$62.44 - $68.95 $62 - $68	-1 Reduced 0.85%	117 $8,000
Q3 2021 Nov 15, 2021	BUY	$61.42 - $70.61 $61 - $70	1 Added 0.85%	118 $7,000
Q2 2021 Aug 17, 2021	BUY	$65.71 - $72.59 $65 - $72	1 Added 0.86%	117 $8,000
Q3 2020 Nov 12, 2020	BUY	$63.24 - $72.45 $1,517 - $1,738	24 Added 26.09%	116 $8,000
Q2 2020 Aug 13, 2020	BUY	$57.86 - $67.15 $5,323 - $6,177	92 New	92 $6,000

Others Institutions Holding XEL

# of Institutions

1,071

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 $35.3B
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...

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Carolinas Wealth Consulting LLC Xcel Energy Inc Transaction History