Evercore Wealth Management, LLC Xcel Energy Inc Transaction History

Evercore Wealth Management, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$58.86 - $71.6 $32,373 - $39,380	-550 Reduced 14.37%	3,277 $229,000
Q3 2022 Nov 14, 2022	BUY	$64.0 - $77.41 $39,360 - $47,607	615 Added 19.15%	3,827 $245,000
Q2 2022 Aug 15, 2022	SELL	$63.91 - $76.34 $1.02 Million - $1.21 Million	-15,882 Reduced 83.18%	3,212 $227,000
Q1 2022 May 16, 2022	SELL	$64.83 - $72.32 $1.24 Million - $1.38 Million	-19,094 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$62.44 - $68.95 $136,368 - $150,586	-2,184 Reduced 10.26%	19,094 $1.29 Million
Q2 2021 Aug 16, 2021	SELL	$65.71 - $72.59 $1,445 - $1,596	-22 Reduced 0.1%	21,278 $1.4 Million
Q4 2020 Feb 16, 2021	BUY	$64.31 - $74.71 $1.37 Million - $1.59 Million	21,300 New	21,300 $1.42 Million
Q2 2020 Aug 13, 2020	SELL	$57.86 - $67.15 $385,405 - $447,286	-6,661 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$50.0 - $71.16 $333,050 - $473,996	6,661 New	6,661 $401,000
Q3 2019 Nov 14, 2019	SELL	$59.43 - $65.82 $233,500 - $258,606	-3,929 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	$54.68 - $61.54 $2,405 - $2,707	44 Added 1.13%	3,929 $233,000
Q1 2019 May 14, 2019	BUY	$48.03 - $57.36 $186,596 - $222,843	3,885 New	3,885 $219,000
Q1 2018 May 15, 2018	SELL	$42.44 - $47.81 $157,876 - $177,853	-3,720 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	$47.04 - $50.51 $174,988 - $187,897	3,720	3,720 $176,000

1,068

434M

1.75M

989K

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $34.9B
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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