Goal Vest Advisory LLC Xcel Energy Inc Transaction History

Goal Vest Advisory LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 11, 2022	SELL	$64.0 - $77.41 $6,016 - $7,276	-94 Reduced 59.87%	63 $4,000
Q2 2022 Jul 06, 2022	SELL	$63.91 - $76.34 $405,317 - $484,148	-6,342 Reduced 97.58%	157 $11,000
Q1 2022 May 03, 2022	SELL	$64.83 - $72.32 $153,322 - $171,036	-2,365 Reduced 26.68%	6,499 $469,000
Q2 2021 Sep 01, 2021	BUY	$65.71 - $72.59 $37,323 - $41,231	568 Added 6.85%	8,864 $584,000
Q1 2021 May 13, 2021	BUY	$58.03 - $67.0 $481,416 - $555,832	8,296 New	8,296 $552,000

1,133

455M

1.67M

714K

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...

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