A detailed history of Congress Wealth Management LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Congress Wealth Management LLC holds 4,472 shares of XEL stock, worth $296,046. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,472
Previous 4,017 11.33%
Holding current value
$296,046
Previous $215,000 10.7%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$52.53 - $56.74 $23,901 - $25,816
455 Added 11.33%
4,472 $238,000
Q1 2024

Apr 18, 2024

BUY
$48.44 - $63.73 $194,583 - $256,003
4,017 New
4,017 $215,000

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 $36.2B
  • 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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