Edgemoor Investment Advisors, Inc. Xcel Energy Inc Transaction History

Edgemoor Investment Advisors, Inc.

$1.05 Billion
Q1 2024

A detailed history of Edgemoor Investment Advisors, Inc. transactions in Xcel Energy Inc stock. As of the latest transaction made, Edgemoor Investment Advisors, Inc. holds 38,686 shares of XEL stock, worth $2.06 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

38,686

Previous 38,686 -0.0%

Holding current value

$2.06 Million

Previous $2.4 Million 13.19%

% of portfolio

0.2%

Previous 0.25%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 07, 2024	SELL	$55.03 - $63.33 $41,272 - $47,497	-750 Reduced 1.9%	38,686 $2.4 Million
Q3 2023 Nov 09, 2023	SELL	$55.59 - $65.21 $24,292 - $28,496	-437 Reduced 1.1%	39,436 $2.26 Million
Q1 2023 May 09, 2023	SELL	$63.22 - $72.78 $73,651 - $84,788	-1,165 Reduced 2.84%	39,873 $2.69 Million
Q3 2022 Nov 08, 2022	BUY	$64.0 - $77.41 $24,000 - $29,028	375 Added 0.92%	41,038 $2.63 Million
Q2 2022 Aug 04, 2022	SELL	$63.91 - $76.34 $21,409 - $25,573	-335 Reduced 0.82%	40,663 $2.88 Million

Q1 2022 May 12, 2022	BUY	$64.83 - $72.32 $12,966 - $14,463	200 Added 0.49%	40,998 $2.96 Million
Q3 2021 Nov 02, 2021	SELL	$61.42 - $70.61 $73,704 - $84,732	-1,200 Reduced 2.86%	40,798 $2.55 Million
Q2 2021 Aug 11, 2021	SELL	$65.71 - $72.59 $7,228 - $7,984	-110 Reduced 0.26%	41,998 $2.77 Million
Q4 2020 Feb 11, 2021	SELL	$64.31 - $74.71 $35,370 - $41,090	-550 Reduced 1.29%	42,108 $2.81 Million
Q1 2020 May 06, 2020	SELL	$50.0 - $71.16 $15,000 - $21,348	-300 Reduced 0.7%	42,658 $2.57 Million
Q4 2019 Feb 04, 2020	SELL	$60.07 - $64.95 $5,286 - $5,715	-88 Reduced 0.2%	42,958 $2.73 Million
Q3 2019 Nov 06, 2019	SELL	$59.43 - $65.82 $25,673 - $28,434	-432 Reduced 0.99%	43,046 $2.79 Million
Q2 2019 Aug 09, 2019	SELL	$54.68 - $61.54 $28,433 - $32,000	-520 Reduced 1.18%	43,478 $2.59 Million
Q1 2018 May 14, 2018	SELL	$42.44 - $47.81 $203,542 - $229,296	-4,796 Reduced 9.83%	43,998 $2 Million
Q4 2017 Feb 07, 2018	SELL	$47.18 - $51.8 $133,472 - $146,542	-2,829 Reduced 5.48%	48,794 $2.21 Million
Q3 2017 Nov 09, 2017	BUY	$47.04 - $50.51 $2.43 Million - $2.61 Million	51,623	51,623 $2.44 Million

Others Institutions Holding XEL

# of Institutions

1,078

Shares Held

432M

Call Options Held

2.32M

Put Options Held

1.85M

View Full List

About XCEL ENERGY INC

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $29.1B
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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Edgemoor Investment Advisors, Inc. Xcel Energy Inc Transaction History