A detailed history of Concord Wealth Partners transactions in Xcel Energy Inc stock. As of the latest transaction made, Concord Wealth Partners holds 5,345 shares of XEL stock, worth $371,263. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,345
Previous 5,345 -0.0%
Holding current value
$371,263
Previous $285,000 22.46%
% of portfolio
0.06%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$48.44 - $63.73 $7,266 - $9,559
150 Added 2.89%
5,345 $287,000
Q1 2023

Apr 26, 2023

BUY
$63.22 - $72.78 $97,611 - $112,372
1,544 Added 42.29%
5,195 $350,000
Q4 2022

Jan 27, 2023

BUY
$58.86 - $71.6 $214,897 - $261,411
3,651 New
3,651 $255,000
Q1 2022

Apr 20, 2022

BUY
$64.83 - $72.32 $324 - $361
5 Added 0.77%
658 $47,000
Q4 2021

Jan 21, 2022

BUY
$62.44 - $68.95 $3,309 - $3,654
53 Added 8.83%
653 $44,000
Q2 2021

Jul 29, 2021

SELL
$65.71 - $72.59 $459 - $508
-7 Reduced 1.15%
600 $40,000
Q4 2020

Feb 16, 2021

BUY
$64.31 - $74.71 $39,036 - $45,348
607 New
607 $40,000

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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