Clearstead Advisors, LLC Xcel Energy Inc Transaction History

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Clearstead Advisors, LLC holds 4,723 shares of XEL stock, worth $321,541. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,723
Previous 4,597 2.74%
Holding current value
$321,541
Previous $245,000 25.71%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024
BUY
$52.11 - $65.3 $6,565 - $8,227
126 Added 2.74%
4,723 $308,000
Q2 2024

Aug 09, 2024
BUY
$52.53 - $56.74 $207,913 - $224,576
3,958 Added 619.41%
4,597 $245,000
Q1 2024

May 14, 2024
SELL
$48.44 - $63.73 $27,998 - $36,835
-578 Reduced 47.49%
639 $34,000
Q4 2023

Feb 12, 2024
BUY
$55.03 - $63.33 $4,842 - $5,573
88 Added 7.79%
1,217 $75,000
Q3 2023

Nov 13, 2023
SELL
$55.59 - $65.21 $11,618 - $13,628
-209 Reduced 15.62%
1,129 $64,000
Q3 2023

Nov 07, 2023
SELL
$55.59 - $65.21 $2,223 - $2,608
-40 Reduced 2.9%
1,338 $76,000
Q2 2023

Aug 07, 2023
BUY
$61.24 - $71.27 $32,763 - $38,129
535 Added 63.46%
1,378 $85,000
Q1 2023

May 09, 2023
SELL
$63.22 - $72.78 $31,799 - $36,608
-503 Reduced 37.37%
843 $56,000
Q4 2022

Feb 14, 2023
BUY
$58.86 - $71.6 $34,079 - $41,456
579 Added 75.49%
1,346 $94,000
Q3 2022

Nov 14, 2022
BUY
$64.0 - $77.41 $7,232 - $8,747
113 Added 17.28%
767 $49,000
Q2 2022

Aug 12, 2022
SELL
$63.91 - $76.34 $127 - $152
-2 Reduced 0.3%
654 $46,000
Q1 2022

May 04, 2022
BUY
$64.83 - $72.32 $129 - $144
2 Added 0.31%
656 $47,000
Q4 2021

Feb 14, 2022
SELL
$62.44 - $68.95 $7,055 - $7,791
-113 Reduced 14.73%
654 $44,000
Q3 2021

Nov 12, 2021
BUY
$61.42 - $70.61 $5,712 - $6,566
93 Added 13.8%
767 $48,000
Q2 2021

Aug 12, 2021
BUY
$65.71 - $72.59 $1,314 - $1,451
20 Added 3.06%
674 $44,000
Q3 2020

Nov 12, 2020
BUY
$63.24 - $72.45 $41,358 - $47,382
654 New
654 $45,000

Others Institutions Holding XEL

# of Institutions
1,137
Shares Held
456M
Call Options Held
1.67M
Put Options Held
714K
View Full List

About XCEL ENERGY INC

XEL Quotes by TradingView
  • Ticker XEL
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 546,990,976
  • Market Cap $37.2B
  • 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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