Clearstead Advisors, LLC Xcel Energy Inc Transaction History

Clearstead Advisors, LLC

$6.3 Billion
Q1 2025

A detailed history of Clearstead Advisors, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Clearstead Advisors, LLC holds 5,215 shares of XEL stock, worth $365,571. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,215

Previous 4,545 14.74%

Holding current value

$365,571

Previous $306,000 20.59%

% of portfolio

0.01%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$63.37 - $72.1 $42,457 - $48,306	670 Added 14.74%	5,215 $369,000
Q4 2024 Feb 10, 2025	SELL	$62.16 - $72.92 $11,064 - $12,979	-178 Reduced 3.77%	4,545 $306,000
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

1,265

Shares Held

489M

Call Options Held

2.11M

Put Options Held

306K

View Full List

About XCEL ENERGY INC

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $38.3B
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...

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Clearstead Advisors, LLC Xcel Energy Inc Transaction History