Cherry Tree Wealth Management, LLC Xcel Energy Inc Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,551 shares of XEL stock, worth $186,809. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,551
Previous 2,558
0.27%
Holding current value
$186,809
Previous $181 Million
4.08%
% of portfolio
0.04%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding XEL
# of Institutions
1,259Shares Held
489MCall Options Held
2.02MPut Options Held
306K-
Vanguard Group Inc Valley Forge, PA74.8MShares$5.48 Billion0.1% of portfolio
-
Black Rock Inc. New York, NY45.9MShares$3.36 Billion0.06% of portfolio
-
State Street Corp Boston, MA34MShares$2.49 Billion0.1% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD25.8MShares$1.89 Billion0.23% of portfolio
-
Bank Of America Corp Charlotte, NC24.1MShares$1.77 Billion0.14% of portfolio
About XCEL ENERGY INC
- Ticker XEL
- Exchange NASDAQ
- Sector Utilities
- Industry Utilities—Regulated Electric
- Shares Outstandng 546,990,976
- Market Cap $40.1B
- 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...