A detailed history of Dakota Wealth Management transactions in Xcel Energy Inc stock. As of the latest transaction made, Dakota Wealth Management holds 22,979 shares of XEL stock, worth $1.55 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
22,979
Previous 22,774 0.9%
Holding current value
$1.55 Million
Previous $1.22 Million 23.36%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 23, 2024

BUY
$52.11 - $65.3 $10,682 - $13,386
205 Added 0.9%
22,979 $1.5 Million
Q2 2024

Jul 19, 2024

SELL
$52.53 - $56.74 $4,727 - $5,106
-90 Reduced 0.39%
22,774 $1.22 Million
Q1 2024

Apr 24, 2024

BUY
$48.44 - $63.73 $152,489 - $200,622
3,148 Added 15.97%
22,864 $1.23 Million
Q4 2023

Jan 30, 2024

SELL
$55.03 - $63.33 $124,092 - $142,809
-2,255 Reduced 10.26%
19,716 $1.22 Million
Q3 2023

Oct 23, 2023

BUY
$55.59 - $65.21 $40,803 - $47,864
734 Added 3.46%
21,971 $1.26 Million
Q2 2023

Jul 31, 2023

BUY
$61.24 - $71.27 $1.3 Million - $1.51 Million
21,237 New
21,237 $1.32 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 $36.9B
  • 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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