Donaldson Capital Management, LLC Xcel Energy Inc Transaction History

Donaldson Capital Management, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 30, 2024	BUY	$55.03 - $63.33 $181,378 - $208,735	3,296 New	3,296 $204,000
Q4 2022 Feb 08, 2023	BUY	$58.86 - $71.6 $181,229 - $220,456	3,079 Added 93.05%	6,388 $447,000
Q1 2022 May 13, 2022	SELL	$64.83 - $72.32 $1,944 - $2,169	-30 Reduced 0.9%	3,309 $239,000
Q4 2021 Jan 21, 2022	SELL	$62.44 - $68.95 $249 - $275	-4 Reduced 0.12%	3,339 $226,000
Q3 2021 Nov 04, 2021	SELL	$61.42 - $70.61 $383,813 - $441,241	-6,249 Reduced 65.15%	3,343 $209,000

Q2 2021 Jul 28, 2021	SELL	$65.71 - $72.59 $109,078 - $120,499	-1,660 Reduced 14.75%	9,592 $632,000
Q1 2021 May 05, 2021	BUY	$58.03 - $67.0 $2,437 - $2,814	42 Added 0.37%	11,252 $748,000
Q4 2020 Jan 11, 2021	SELL	$64.31 - $74.71 $208,685 - $242,433	-3,245 Reduced 22.45%	11,210 $747,000
Q3 2020 Nov 02, 2020	BUY	$63.24 - $72.45 $590,914 - $676,972	9,344 Added 182.82%	14,455 $997,000
Q2 2020 Jul 27, 2020	SELL	$57.86 - $67.15 $74,755 - $86,757	-1,292 Reduced 20.18%	5,111 $319,000
Q1 2020 Apr 16, 2020	SELL	$50.0 - $71.16 $85,500 - $121,683	-1,710 Reduced 21.08%	6,403 $386,000
Q4 2019 Jan 14, 2020	BUY	$60.07 - $64.95 $487,347 - $526,939	8,113 New	8,113 $515,000

1,079

432M

2.32M

1.85M

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $28.9B
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...

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