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 2,684 shares of XEL stock, worth $184,149. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,684
Previous 2,674 0.37%
Holding current value
$184,149
Previous $143 Million 22.73%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 12, 2024

BUY
$52.11 - $65.3 $521 - $653
10 Added 0.37%
2,684 $175 Million
Q2 2024

Aug 06, 2024

SELL
$52.53 - $56.74 $27,683 - $29,901
-527 Reduced 16.46%
2,674 $143 Million
Q1 2024

May 01, 2024

BUY
$48.44 - $63.73 $678 - $892
14 Added 0.44%
3,201 $172 Million
Q4 2023

Feb 06, 2024

SELL
$55.03 - $63.33 $20,030 - $23,052
-364 Reduced 10.25%
3,187 $197 Million
Q3 2023

Nov 14, 2023

BUY
$55.59 - $65.21 $722 - $847
13 Added 0.37%
3,551 $203 Million
Q2 2023

Aug 09, 2023

BUY
$61.24 - $71.27 $216,667 - $252,153
3,538 New
3,538 $220 Million

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 $37.5B
  • 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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