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 107 shares of XEL stock, worth $7,432. This represents 0.0% of its overall portfolio holdings.

Number of Shares
107
Previous 102 4.9%
Holding current value
$7,432
Previous $5,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$52.11 - $65.3 $260 - $326
5 Added 4.9%
107 $6,000
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

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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