A detailed history of Confluence Wealth Services, Inc. transactions in Xcel Energy Inc stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 2,805 shares of XEL stock, worth $198,846. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,805
Holding current value
$198,846
% of portfolio
0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025

BUY
$63.37 - $72.1 $177,752 - $202,240
2,805 New
2,805 $198,000
Q2 2023

Aug 01, 2023

SELL
$61.24 - $71.27 $1,469 - $1,710
-24 Reduced 0.72%
3,307 $205,000
Q1 2023

May 11, 2023

BUY
$63.22 - $72.78 $2,781 - $3,202
44 Added 1.34%
3,331 $224,000
Q2 2022

Aug 15, 2022

BUY
$63.91 - $76.34 $30,804 - $36,795
482 Added 17.18%
3,287 $245,000
Q4 2021

Feb 10, 2022

BUY
$62.44 - $68.95 $175,144 - $193,404
2,805 New
2,805 $189,000

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 $38.8B
  • 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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