A detailed history of Concurrent Investment Advisors, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 9,920 shares of XEL stock, worth $689,043. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,920
Previous 8,807 12.64%
Holding current value
$689,043
Previous $470 Million 37.71%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 30, 2024

BUY
$52.11 - $65.3 $57,998 - $72,678
1,113 Added 12.64%
9,920 $648 Million
Q2 2024

Jul 30, 2024

BUY
$52.53 - $56.74 $108,632 - $117,338
2,068 Added 30.69%
8,807 $470 Million
Q1 2024

May 07, 2024

SELL
$48.44 - $63.73 $81,427 - $107,130
-1,681 Reduced 19.96%
6,739 $362 Million
Q4 2023

Apr 15, 2024

BUY
$55.03 - $63.33 $463,352 - $533,238
8,420 New
8,420 $521 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 $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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