Geneos Wealth Management Inc. Xcel Energy Inc Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Xcel Energy Inc stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 22,099 shares of XEL stock, worth $1.5 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

22,099

Previous 21,809 1.33%

Holding current value

$1.5 Million

Previous $1.42 Million 4.78%

% of portfolio

0.05%

Previous 0.05%

36 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$62.16 - $72.92 $18,026 - $21,146	290 Added 1.33%	22,099 $1.49 Million
Q3 2024 Nov 14, 2024	BUY	$52.11 - $65.3 $48,983 - $61,382	940 Added 4.5%	21,809 $1.42 Million
Q2 2024 Jul 23, 2024	BUY	$52.53 - $56.74 $9,718 - $10,496	185 Added 0.89%	20,869 $1.11 Million
Q1 2024 May 03, 2024	BUY	$48.44 - $63.73 $5,037 - $6,627	104 Added 0.51%	20,684 $1.11 Million
Q4 2023 Jan 26, 2024	BUY	$55.03 - $63.33 $10,015 - $11,526	182 Added 0.89%	20,580 $1.27 Million
Q3 2023 Oct 11, 2023	BUY	$55.59 - $65.21 $78,493 - $92,076	1,412 Added 7.44%	20,398 $1.17 Million
Q2 2023 Aug 08, 2023	BUY	$61.24 - $71.27 $994,231 - $1.16 Million	16,235 Added 590.15%	18,986 $1.18 Million
Q1 2023 Apr 25, 2023	SELL	$63.22 - $72.78 $683,281 - $786,606	-10,808 Reduced 79.71%	2,751 $185,000
Q4 2022 Jan 30, 2023	BUY	$58.86 - $71.6 $4,826 - $5,871	82 Added 0.61%	13,559 $950,000
Q3 2022 Nov 14, 2022	SELL	$64.0 - $77.41 $1 Million - $1.21 Million	-15,634 Reduced 53.7%	13,477 $862,000
Q2 2022 Jul 22, 2022	BUY	$63.91 - $76.34 $551,926 - $659,272	8,636 Added 42.18%	29,111 $2.06 Million
Q1 2022 May 16, 2022	SELL	$64.83 - $72.32 $49,659 - $55,397	-766 Reduced 3.61%	20,475 $1.48 Million
Q4 2021 Feb 09, 2022	SELL	$62.44 - $68.95 $54,197 - $59,848	-868 Reduced 3.93%	21,241 $1.44 Million
Q3 2021 Nov 09, 2021	BUY	$61.42 - $70.61 $39,124 - $44,978	637 Added 2.97%	22,109 $1.38 Million
Q2 2021 Jul 08, 2021	SELL	$65.71 - $72.59 $48,428 - $53,498	-737 Reduced 3.32%	21,472 $1.43 Million
Q1 2021 Jun 17, 2021	SELL	$58.03 - $67.0 $40,795 - $47,101	-703 Reduced 3.07%	22,209 $1.58 Million
Q4 2020 May 19, 2021	BUY	$64.31 - $74.71 $25,273 - $29,361	393 Added 1.75%	22,912 $1.43 Million
Q3 2020 Sep 07, 2021	SELL	$63.24 - $72.45 $8,474 - $9,708	-134 Reduced 0.59%	22,519 $1.54 Million
Q2 2020 Sep 07, 2021	SELL	$57.86 - $67.15 $77,648 - $90,115	-1,342 Reduced 5.59%	22,653 $1.41 Million
Q1 2020 Sep 07, 2021	BUY	$50.0 - $71.16 $82,750 - $117,769	1,655 Added 7.41%	23,995 $1.41 Million
Q4 2019 Sep 07, 2021	SELL	$60.07 - $64.95 $33,999 - $36,761	-566 Reduced 2.47%	22,340 $1.41 Million
Q3 2019 Sep 07, 2021	SELL	$59.43 - $65.82 $44,929 - $49,759	-756 Reduced 3.19%	22,906 $1.5 Million
Q2 2019 Sep 07, 2021	SELL	$54.68 - $61.54 $146,269 - $164,619	-2,675 Reduced 10.16%	23,662 $1.41 Million
Q1 2019 Sep 07, 2021	SELL	$48.03 - $57.36 $87,798 - $104,854	-1,828 Reduced 6.49%	26,337 $1.48 Million
Q4 2018 Sep 07, 2021	BUY	$47.12 - $53.68 $1,225 - $1,395	26 Added 0.09%	28,165 $1.39 Million
Q3 2018 Sep 07, 2021	BUY	$45.16 - $49.29 $66,023 - $72,061	1,462 Added 5.48%	28,139 $1.33 Million
Q2 2018 Sep 07, 2021	BUY	$42.13 - $47.1 $41,034 - $45,875	974 Added 3.79%	26,677 $1.22 Million
Q1 2018 Sep 07, 2021	SELL	$42.44 - $47.81 $28,434 - $32,032	-670 Reduced 2.54%	25,703 $1.17 Million
Q4 2017 Sep 07, 2021	SELL	$47.18 - $51.8 $57,370 - $62,988	-1,216 Reduced 4.41%	26,373 $1.27 Million
Q3 2017 Sep 07, 2021	BUY	$47.04 - $50.51 $56,259 - $60,409	1,196 Added 4.53%	27,589 $1.31 Million
Q2 2017 Sep 07, 2021	BUY	N/A	674 Added 2.62%	26,393 $1.21 Million
Q1 2017 Sep 07, 2021	BUY	N/A	115 Added 0.45%	25,719 $1.14 Million
Q4 2016 Sep 07, 2021	BUY	N/A	557 Added 2.22%	25,604 $1.04 Million
Q3 2016 Sep 07, 2021	BUY	N/A	849 Added 3.51%	25,047 $1.03 Million
Q2 2016 Sep 07, 2021	SELL	N/A	-3,044 Reduced 11.17%	24,198 $1.08 Million
Q1 2016 Sep 07, 2021	BUY	N/A	27,242	27,242 $1.14 Million

Others Institutions Holding XEL

# of Institutions

1,147

Shares Held

453M

Call Options Held

1.67M

Put Options Held

714K

View Full List

About XCEL ENERGY INC

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $37.1B
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...

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Geneos Wealth Management Inc. Xcel Energy Inc Transaction History