Dougherty Wealth Advisers LLC Xcel Energy Inc Transaction History

Dougherty Wealth Advisers LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 13, 2022	BUY	$64.0 - $77.41 $960 - $1,161	15 New	15 $1,000
Q3 2019 Nov 12, 2019	SELL	$59.43 - $65.82 $29,715 - $32,910	-500 Closed	0 $0
Q2 2019 Aug 07, 2019	BUY	$54.68 - $61.54 $27,340 - $30,770	500 New	500 $30,000
Q1 2019 May 09, 2019	SELL	$48.03 - $57.36 $24,015 - $28,680	-500 Closed	0 $0
Q4 2018 Feb 11, 2019	BUY	$47.12 - $53.68 $23,560 - $26,840	500 New	500 $27,000

1,136

453M

1.67M

714K

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $36.5B
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...

Get notified when there are updates to the investment portfolio of Dougherty Wealth Advisers LLC, based on Form 13F filings with the SEC.

Stay updated on Dougherty Wealth Advisers LLC with notifications on news.