A detailed history of Gallagher Fiduciary Advisors, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Gallagher Fiduciary Advisors, LLC holds 17,235 shares of XEL stock, worth $1.2 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
17,235
Previous 17,235 -0.0%
Holding current value
$1.2 Million
Previous $920,000 22.28%
% of portfolio
0.24%
Previous 0.21%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$52.53 - $56.74 $787 - $851
15 Added 0.09%
17,235 $920,000
Q1 2024

May 15, 2024

BUY
$48.44 - $63.73 $137,714 - $181,184
2,843 Added 19.77%
17,220 $925,000
Q4 2023

Feb 14, 2024

SELL
$55.03 - $63.33 $31,146 - $35,844
-566 Reduced 3.79%
14,377 $890,000
Q3 2023

Nov 14, 2023

BUY
$55.59 - $65.21 $35,355 - $41,473
636 Added 4.45%
14,943 $855,000
Q2 2023

Aug 14, 2023

SELL
$61.24 - $71.27 $2,694 - $3,135
-44 Reduced 0.31%
14,307 $889,000
Q1 2023

May 15, 2023

BUY
$63.22 - $72.78 $907,270 - $1.04 Million
14,351 New
14,351 $967,000

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 $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
Track This Portfolio

Track Gallagher Fiduciary Advisors, LLC Portfolio

Follow Gallagher Fiduciary Advisors, LLC 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 Gallagher Fiduciary Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gallagher Fiduciary Advisors, LLC with notifications on news.