Geneos Wealth Management Inc. Xcel Energy Inc Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

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 42,470 shares of XEL stock, worth $3.43 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
42,470
Previous 24,144 75.9%
Holding current value
$3.43 Million
Previous $1.71 Million 69.22%
% of portfolio
0.07%
Previous 0.06%

Shares

39 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
$65.65 - $72.39 $1.2 Million - $1.33 Million
18,326 Added 75.9%
42,470 $2.89 Million
Q1 2025

May 21, 2025
SELL
$63.37 - $72.1 $924,948 - $1.05 Million
-14,596 Reduced 37.68%
24,144 $1.71 Million
Q1 2025

May 07, 2025
BUY
$63.37 - $72.1 $1.05 Million - $1.2 Million
16,641 Added 75.3%
38,740 $2.74 Million
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
1,289
Shares Held
509M
Call Options Held
2.53M
Put Options Held
886K
View Full List

About XCEL ENERGY INC

XEL Quotes by TradingView
  • Ticker XEL
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 546,990,976
  • Market Cap $44.2B
  • 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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