A detailed history of Ever Source Wealth Advisors, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 9,082 shares of XEL stock, worth $618,302. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,082
Previous 8,987 1.06%
Holding current value
$618,302
Previous $479,000 23.8%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 08, 2024

BUY
$52.11 - $65.3 $4,950 - $6,203
95 Added 1.06%
9,082 $593,000
Q2 2024

Aug 13, 2024

BUY
$52.53 - $56.74 $144,352 - $155,921
2,748 Added 44.05%
8,987 $479,000
Q1 2024

Jun 11, 2024

BUY
$48.44 - $63.73 $193 - $254
4 Added 0.06%
6,239 $335,000
Q4 2023

Feb 09, 2024

BUY
$55.03 - $63.33 $308,278 - $354,774
5,602 Added 884.99%
6,235 $386,000
Q3 2023

Nov 03, 2023

BUY
$55.59 - $65.21 $1,945 - $2,282
35 Added 5.85%
633 $36,000
Q2 2023

Aug 04, 2023

SELL
$61.24 - $71.27 $10,410 - $12,115
-170 Reduced 22.14%
598 $37,000
Q1 2023

May 11, 2023

SELL
$63.22 - $72.78 $11,253 - $12,954
-178 Reduced 18.82%
768 $51,000
Q4 2022

Feb 09, 2023

BUY
$58.86 - $71.6 $12,125 - $14,749
206 Added 27.84%
946 $66,000
Q3 2022

Nov 07, 2022

BUY
$64.0 - $77.41 $16,000 - $19,352
250 Added 51.02%
740 $48,000
Q2 2022

Aug 01, 2022

SELL
$63.91 - $76.34 $4,921 - $5,878
-77 Reduced 13.58%
490 $35,000
Q1 2022

May 25, 2022

BUY
$64.83 - $72.32 $15,494 - $17,284
239 Added 72.87%
567 $41,000
Q4 2021

Feb 07, 2022

BUY
$62.44 - $68.95 $20,480 - $22,615
328 New
328 $22,000

Others Institutions Holding XEL

About XCEL ENERGY INC


  • Ticker XEL
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 546,990,976
  • Market Cap $37.2B
  • 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
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