Creative One Wealth, LLC Xcel Energy Inc Transaction History

Creative One Wealth, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 16, 2023	SELL	$61.24 - $71.27 $112,375 - $130,780	-1,835 Reduced 33.33%	3,671 $228,000
Q2 2023 Aug 14, 2023	SELL	$61.24 - $71.27 $8,144 - $9,478	-133 Reduced 2.36%	5,506 $359,000
Q1 2023 May 15, 2023	SELL	$63.22 - $72.78 $108,548 - $124,963	-1,717 Reduced 23.34%	5,639 $380,000
Q4 2022 Feb 14, 2023	BUY	$58.86 - $71.6 $8,122 - $9,880	138 Added 1.91%	7,356 $516,000
Q3 2022 Nov 14, 2022	BUY	$64.0 - $77.41 $6,976 - $8,437	109 Added 1.53%	7,218 $462,000
Q2 2022 Aug 12, 2022	SELL	$63.91 - $76.34 $14,124 - $16,871	-221 Reduced 3.02%	7,109 $503,000
Q1 2022 May 13, 2022	SELL	$64.83 - $72.32 $648 - $723	-10 Reduced 0.14%	7,330 $529,000
Q4 2021 Feb 15, 2022	SELL	$62.44 - $68.95 $56,133 - $61,986	-899 Reduced 10.91%	7,340 $497,000
Q3 2021 Nov 16, 2021	BUY	$61.42 - $70.61 $129,534 - $148,916	2,109 Added 34.4%	8,239 $515,000
Q2 2021 Aug 13, 2021	BUY	$65.71 - $72.59 $12,879 - $14,227	196 Added 3.3%	6,130 $404,000
Q1 2021 May 17, 2021	BUY	$58.03 - $67.0 $89,772 - $103,649	1,547 Added 35.26%	5,934 $395,000
Q4 2020 Feb 12, 2021	BUY	$64.31 - $74.71 $282,127 - $327,752	4,387 New	4,387 $292,000

1,070

434M

1.75M

989K

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $34.4B
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...

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