Ep Wealth Advisors, LLC Xcel Energy Inc Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 8,766 shares of XEL stock, worth $608,886. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,766
Previous 12,324 28.87%
Holding current value
$608,886
Previous $658,000 13.07%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
SELL
$52.11 - $65.3 $185,407 - $232,337
-3,558 Reduced 28.87%
8,766 $572,000
Q2 2024

Aug 19, 2024
SELL
$52.53 - $56.74 $8,037 - $8,681
-153 Reduced 1.23%
12,324 $658,000
Q1 2024

May 14, 2024
BUY
$48.44 - $63.73 $59,290 - $78,005
1,224 Added 10.88%
12,477 $670,000
Q4 2023

Feb 28, 2024
BUY
$55.03 - $63.33 $231,566 - $266,492
4,208 Added 59.73%
11,253 $696,000
Q3 2023

Nov 22, 2023
BUY
$55.59 - $65.21 $342,212 - $401,432
6,156 Added 692.46%
7,045 $403,000
Q2 2023

Aug 14, 2023
SELL
$61.24 - $71.27 $1.33 Million - $1.54 Million
-21,653 Reduced 96.06%
889 $55,000
Q1 2023

Jun 05, 2023
BUY
$63.22 - $72.78 $1.43 Million - $1.64 Million
22,542 New
22,542 $1.52 Million
Q4 2022

Jun 12, 2023
SELL
$58.86 - $71.6 $848,702 - $1.03 Million
-14,419 Reduced 63.97%
8,123 $569,000
Q2 2022

Aug 11, 2022
BUY
$63.91 - $76.34 $8,436 - $10,076
132 Added 1.88%
7,170 $507,000
Q1 2022

May 20, 2022
BUY
$64.83 - $72.32 $88,557 - $98,789
1,366 Added 24.08%
7,038 $508,000
Q4 2021

Feb 17, 2022
BUY
$62.44 - $68.95 $561 - $620
9 Added 0.16%
5,672 $384,000
Q3 2021

Nov 23, 2021
BUY
$61.42 - $70.61 $322,946 - $371,267
5,258 Added 1298.27%
5,663 $354,000
Q3 2021

Nov 16, 2021
SELL
$61.42 - $70.61 $322,946 - $371,267
-5,258 Reduced 92.85%
405 $354,000
Q2 2021

Aug 24, 2021
BUY
$65.71 - $72.59 $525 - $580
8 Added 0.14%
5,663 $373,000
Q1 2021

May 17, 2021
BUY
$58.03 - $67.0 $1,160 - $1,340
20 Added 0.35%
5,655 $376,000
Q4 2020

Feb 18, 2021
BUY
$64.31 - $74.71 $514 - $597
8 Added 0.14%
5,635 $376,000
Q1 2020

May 18, 2020
BUY
$50.0 - $71.16 $281,350 - $400,417
5,627 New
5,627 $339,000
Q4 2019

Feb 14, 2020
SELL
$60.07 - $64.95 $206,580 - $223,363
-3,439 Closed
0 $0
Q2 2019

Aug 27, 2019
BUY
$54.68 - $61.54 $188,044 - $211,636
3,439 New
3,439 $205,000

Others Institutions Holding XEL

# of Institutions
1,133
Shares Held
455M
Call Options Held
1.67M
Put Options Held
714K
View Full List

About XCEL ENERGY INC

XEL Quotes by TradingView
  • Ticker XEL
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 546,990,976
  • Market Cap $38B
  • 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
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email