A detailed history of Financial Advocates Investment Management transactions in Xcel Energy Inc stock. As of the latest transaction made, Financial Advocates Investment Management holds 10,251 shares of XEL stock, worth $697,888. This represents 0.04% of its overall portfolio holdings.

Number of Shares
10,251
Previous 9,541 7.44%
Holding current value
$697,888
Previous $509,000 31.43%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 25, 2024

BUY
$52.11 - $65.3 $36,998 - $46,363
710 Added 7.44%
10,251 $669,000
Q2 2024

Jul 26, 2024

BUY
$52.53 - $56.74 $72,176 - $77,960
1,374 Added 16.82%
9,541 $509,000
Q1 2024

May 01, 2024

BUY
$48.44 - $63.73 $8,670 - $11,407
179 Added 2.24%
8,167 $438,000
Q4 2023

Feb 08, 2024

BUY
$55.03 - $63.33 $439,579 - $505,880
7,988 New
7,988 $494,000
Q4 2020

Feb 12, 2021

SELL
$64.31 - $74.71 $235,053 - $273,065
-3,655 Closed
0 $0
Q3 2020

Nov 04, 2020

SELL
$63.24 - $72.45 $7,905 - $9,056
-125 Reduced 3.31%
3,655 $252,000
Q2 2020

Aug 14, 2020

BUY
$57.86 - $67.15 $11,282 - $13,094
195 Added 5.44%
3,780 $236,000
Q4 2019

Feb 13, 2020

BUY
$60.07 - $64.95 $5,166 - $5,585
86 Added 2.46%
3,585 $228,000
Q3 2019

Nov 13, 2019

BUY
$59.43 - $65.82 $2,377 - $2,632
40 Added 1.16%
3,499 $227,000
Q4 2018

Feb 14, 2019

SELL
$47.12 - $53.68 $235 - $268
-5 Reduced 0.14%
3,459 $170,000
Q3 2018

Nov 14, 2018

BUY
$45.16 - $49.29 $156,434 - $170,740
3,464 New
3,464 $0
Q2 2018

Aug 09, 2018

SELL
$42.13 - $47.1 $195,735 - $218,826
-4,646 Closed
0 $0
Q1 2018

May 11, 2018

SELL
$42.44 - $47.81 $23,723 - $26,725
-559 Reduced 10.74%
4,646 $211,000
Q4 2017

Feb 15, 2018

BUY
$47.18 - $51.8 $245,571 - $269,619
5,205
5,205 $250,000

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
Track This Portfolio

Track Financial Advocates Investment Management Portfolio

Follow Financial Advocates Investment Management 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 Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.