A detailed history of First Foundation Advisors transactions in Xcel Energy Inc stock. As of the latest transaction made, First Foundation Advisors holds 10,861 shares of XEL stock, worth $754,405. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,861
Previous 11,185 2.9%
Holding current value
$754,405
Previous $597,000 18.76%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 13, 2024

SELL
$52.11 - $65.3 $16,883 - $21,157
-324 Reduced 2.9%
10,861 $709,000
Q2 2024

Aug 06, 2024

BUY
$52.53 - $56.74 $181,228 - $195,753
3,450 Added 44.6%
11,185 $597,000
Q4 2023

Feb 14, 2024

SELL
$55.03 - $63.33 $549,694 - $632,603
-9,989 Reduced 56.36%
7,735 $478,000
Q3 2023

Nov 15, 2023

BUY
$55.59 - $65.21 $17,288 - $20,280
311 Added 1.79%
17,724 $1.01 Million
Q2 2023

Aug 14, 2023

BUY
$61.24 - $71.27 $39,377 - $45,826
643 Added 3.83%
17,413 $1.08 Million
Q1 2023

May 12, 2023

BUY
$63.22 - $72.78 $6,574 - $7,569
104 Added 0.62%
16,770 $1.13 Million
Q4 2022

Feb 14, 2023

BUY
$58.86 - $71.6 $57,329 - $69,738
974 Added 6.21%
16,666 $1.17 Million
Q3 2022

Nov 10, 2022

BUY
$64.0 - $77.41 $35,328 - $42,730
552 Added 3.65%
15,692 $1 Million
Q2 2022

Aug 12, 2022

BUY
$63.91 - $76.34 $967,597 - $1.16 Million
15,140 New
15,140 $1.07 Million

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 $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
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