A detailed history of Coastal Bridge Advisors, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Coastal Bridge Advisors, LLC holds 3,334 shares of XEL stock, worth $231,579. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,334
Previous 4,798 30.51%
Holding current value
$231,579
Previous $256,000 15.23%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Nov 14, 2024

SELL
$52.11 - $65.3 $76,289 - $95,599
-1,464 Reduced 30.51%
3,334 $217,000
Q2 2024

Aug 15, 2024

SELL
$52.53 - $56.74 $190,631 - $205,909
-3,629 Reduced 43.06%
4,798 $256,000
Q1 2024

May 15, 2024

SELL
$48.44 - $63.73 $69,462 - $91,388
-1,434 Reduced 14.54%
8,427 $452,000
Q4 2023

Feb 15, 2024

SELL
$55.03 - $63.33 $319,174 - $367,314
-5,800 Reduced 37.03%
9,861 $610,000
Q3 2023

Nov 14, 2023

BUY
$55.59 - $65.21 $3,557 - $4,173
64 Added 0.41%
15,661 $896,000
Q2 2023

Aug 16, 2023

BUY
$61.24 - $71.27 $955,160 - $1.11 Million
15,597 New
15,597 $969,000
Q2 2019

Aug 07, 2019

BUY
$54.68 - $61.54 $25.7 Million - $28.9 Million
470,126 New
470,126 $25,000

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 $38B
  • 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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