Cassady Schiller Wealth Management, LLC Xcel Energy Inc Transaction History

Cassady Schiller Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 May 16, 2023	BUY	$58.86 - $71.6 $1,236 - $1,503	21 New	21 $1,000
Q4 2022 Feb 13, 2023	BUY	$58.86 - $71.6 $1,765 - $2,148	30 New	30 $2,000
Q1 2022 May 12, 2022	SELL	$64.83 - $72.32 $1,037 - $1,157	-16 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$62.44 - $68.95 $999 - $1,103	16 New	16 $1,000

1,088

433M

2.32M

1.85M

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $30.8B
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...

Get notified when there are updates to the investment portfolio of Cassady Schiller Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.