A detailed history of Financial Gravity Asset Management, Inc. transactions in Xcel Energy Inc stock. As of the latest transaction made, Financial Gravity Asset Management, Inc. holds 6 shares of XEL stock, worth $320. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6
Previous 4 50.0%
Holding current value
$320
Previous $342,000 13.45%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 26, 2024

BUY
$48.44 - $63.73 $96 - $127
2 Added 50.0%
6 $296,000
Q1 2024

May 13, 2024

BUY
$48.44 - $63.73 $920 - $1,210
19 Added 475.0%
23 $1.25 Million
Q4 2023

Jun 26, 2024

SELL
$55.03 - $63.33 $1,045 - $1,203
-19 Reduced 82.61%
4 $342,000
Q3 2023

Nov 15, 2023

SELL
$55.59 - $65.21 $3,224 - $3,782
-58 Reduced 93.55%
4 $0
Q2 2023

Aug 08, 2023

BUY
$61.24 - $71.27 $3,796 - $4,418
62 New
62 $675,000
Q4 2022

Feb 15, 2023

BUY
$58.86 - $71.6 $4,120 - $5,012
70 New
70 $795,000
Q2 2022

Aug 05, 2022

SELL
$63.91 - $76.34 $27,609 - $32,978
-432 Closed
0 $0
Q1 2022

May 13, 2022

BUY
$64.83 - $72.32 $1,555 - $1,735
24 Added 5.88%
432 $350,000
Q4 2021

Feb 11, 2022

BUY
$62.44 - $68.95 $25,163 - $27,786
403 Added 8060.0%
408 $329,000
Q2 2021

Aug 11, 2021

SELL
$65.71 - $72.59 $525 - $580
-8 Reduced 61.54%
5 $66,000
Q4 2020

Feb 16, 2021

BUY
$64.31 - $74.71 $836 - $971
13 New
13 $0
Q2 2020

Aug 13, 2020

SELL
$57.86 - $67.15 $6,422 - $7,453
-111 Closed
0 $0
Q1 2020

May 12, 2020

SELL
$50.0 - $71.16 $3,550 - $5,052
-71 Reduced 39.01%
111 $6,000
Q4 2019

Feb 28, 2020

SELL
$60.07 - $64.95 $2,643 - $2,857
-44 Reduced 19.47%
182 $63,000
Q3 2019

Oct 15, 2019

BUY
$59.43 - $65.82 $10,103 - $11,189
170 Added 303.57%
226 $15,000
Q2 2019

Jul 26, 2019

BUY
$54.68 - $61.54 $3,062 - $3,446
56 New
56 $3,000

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 $29.2B
  • 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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