Cva Family Office, LLC Xcel Energy Inc Transaction History

Cva Family Office, LLC

$634 Million
Q1 2025

A detailed history of Cva Family Office, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Cva Family Office, LLC holds 450 shares of XEL stock, worth $31,378. This represents 0.0% of its overall portfolio holdings.

Number of Shares

450

Previous 532 15.41%

Holding current value

$31,378

Previous $35,000 11.43%

% of portfolio

0.0%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$63.37 - $72.1 $5,196 - $5,912	-82 Reduced 15.41%	450 $31,000
Q4 2024 Jan 07, 2025	BUY	$62.16 - $72.92 $19,580 - $22,969	315 Added 145.16%	532 $35,000
Q3 2024 Oct 10, 2024	SELL	$52.11 - $65.3 $18,446 - $23,116	-354 Reduced 62.0%	217 $14,000
Q2 2024 Jul 09, 2024	SELL	$52.53 - $56.74 $119,768 - $129,367	-2,280 Reduced 79.97%	571 $30,000
Q1 2024 Apr 10, 2024	BUY	$48.44 - $63.73 $16,227 - $21,349	335 Added 13.31%	2,851 $153,000
Q4 2023 Jan 16, 2024	BUY	$55.03 - $63.33 $138,455 - $159,338	2,516 New	2,516 $155,000
Q2 2023 Jul 10, 2023	SELL	$61.24 - $71.27 $8,389 - $9,763	-137 Reduced 12.23%	983 $61,000
Q1 2023 Apr 26, 2023	BUY	$63.22 - $72.78 $1,264 - $1,455	20 Added 1.82%	1,120 $75,000
Q4 2022 Feb 21, 2023	SELL	$58.86 - $71.6 $16,186 - $19,690	-275 Reduced 20.0%	1,100 $77,000
Q3 2022 Nov 22, 2022	SELL	$64.0 - $77.41 $2,240 - $2,709	-35 Reduced 2.48%	1,375 $88,000
Q2 2022 Jul 11, 2022	BUY	$63.91 - $76.34 $20,131 - $24,047	315 Added 28.77%	1,410 $100,000
Q1 2022 Apr 22, 2022	BUY	$64.83 - $72.32 $11,993 - $13,379	185 Added 20.33%	1,095 $79,000
Q4 2021 Jan 25, 2022	BUY	$62.44 - $68.95 $5,307 - $5,860	85 Added 10.3%	910 $62,000
Q3 2021 Oct 12, 2021	SELL	$61.42 - $70.61 $12,898 - $14,828	-210 Reduced 20.29%	825 $57,000
Q2 2021 Jul 13, 2021	BUY	$65.71 - $72.59 $8,213 - $9,073	125 Added 13.74%	1,035 $68,000
Q1 2021 Apr 14, 2021	BUY	$58.03 - $67.0 $4,932 - $5,695	85 Added 10.3%	910 $61,000
Q3 2020 Oct 27, 2020	BUY	$63.24 - $72.45 $52,173 - $59,771	825 New	825 $57,000

Others Institutions Holding XEL

# of Institutions

1,264

Shares Held

489M

Call Options Held

2.11M

Put Options Held

306K

View Full List

About XCEL ENERGY INC

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $38.1B
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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Cva Family Office, LLC Xcel Energy Inc Transaction History