A detailed history of Cary Street Partners Investment Advisory LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 3,248 shares of XEL stock, worth $223,819. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,248
Holding current value
$223,819
% of portfolio
0.01%

Shares

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

Oct 30, 2024

BUY
$52.11 - $65.3 $169,253 - $212,094
3,248 New
3,248 $212,000
Q4 2023

Feb 07, 2024

BUY
$55.03 - $63.33 $207,848 - $239,197
3,777 New
3,777 $233,000
Q3 2023

Nov 13, 2023

BUY
$55.59 - $65.21 $1,667 - $1,956
30 Added 0.98%
3,085 $176,000
Q2 2023

Aug 10, 2023

SELL
$61.24 - $71.27 $428 - $498
-7 Reduced 0.23%
3,055 $189,000
Q1 2023

May 12, 2023

SELL
$63.22 - $72.78 $36,351 - $41,848
-575 Reduced 15.81%
3,062 $206,000
Q4 2022

Feb 14, 2023

BUY
$58.86 - $71.6 $7,534 - $9,164
128 Added 3.65%
3,637 $254,000
Q3 2022

Nov 14, 2022

BUY
$64.0 - $77.41 $24,640 - $29,802
385 Added 12.32%
3,509 $225,000
Q2 2022

Aug 15, 2022

BUY
$63.91 - $76.34 $199,654 - $238,486
3,124 New
3,124 $221,000
Q1 2021

May 17, 2021

SELL
$58.03 - $67.0 $226,955 - $262,037
-3,911 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$64.31 - $74.71 $81,609 - $94,806
1,269 Added 48.03%
3,911 $261,000
Q3 2020

Nov 12, 2020

BUY
$63.24 - $72.45 $167,080 - $191,412
2,642 New
2,642 $182,000

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 $37.7B
  • 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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