Goelzer Investment Management, Inc. Xcel Energy Inc Transaction History

Goelzer Investment Management, Inc.

$1.77 Billion
Q1 2024

A detailed history of Goelzer Investment Management, Inc. transactions in Xcel Energy Inc stock. As of the latest transaction made, Goelzer Investment Management, Inc. holds 6,050 shares of XEL stock, worth $333,597. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,050

Previous 6,050 -0.0%

Holding current value

$333,597

Previous $374,000 13.1%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 27, 2023	SELL	$63.22 - $72.78 $12,644 - $14,556	-200 Reduced 3.2%	6,050 $408,000
Q2 2022 Aug 01, 2022	SELL	$63.91 - $76.34 $12,782 - $15,268	-200 Reduced 3.1%	6,250 $442,000
Q1 2022 May 10, 2022	SELL	$64.83 - $72.32 $58,347 - $65,087	-900 Reduced 12.24%	6,450 $465,000
Q4 2021 Feb 11, 2022	SELL	$62.44 - $68.95 $4,620 - $5,102	-74 Reduced 1.0%	7,350 $498,000
Q3 2021 Oct 29, 2021	SELL	$61.42 - $70.61 $18,426 - $21,183	-300 Reduced 3.88%	7,424 $464,000

Q2 2021 Aug 12, 2021	SELL	$65.71 - $72.59 $8,279 - $9,146	-126 Reduced 1.61%	7,724 $509,000
Q1 2021 May 06, 2021	SELL	$58.03 - $67.0 $5,803 - $6,700	-100 Reduced 1.26%	7,850 $522,000
Q4 2020 Feb 12, 2021	SELL	$64.31 - $74.71 $20,900 - $24,280	-325 Reduced 3.93%	7,950 $530,000
Q3 2020 Oct 27, 2020	SELL	$63.24 - $72.45 $25,296 - $28,980	-400 Reduced 4.61%	8,275 $571,000
Q2 2020 Aug 12, 2020	SELL	$57.86 - $67.15 $7,232 - $8,393	-125 Reduced 1.42%	8,675 $542,000
Q1 2018 May 07, 2018	SELL	$42.44 - $47.81 $4,244 - $4,781	-100 Reduced 1.12%	8,800 $400,000
Q4 2017 Feb 06, 2018	SELL	$47.18 - $51.8 $9,436 - $10,360	-200 Reduced 2.2%	8,900 $428,000
Q3 2017 Oct 31, 2017	BUY	$47.04 - $50.51 $428,064 - $459,641	9,100	9,100 $431,000

Others Institutions Holding XEL

# of Institutions

1,089

Shares Held

433M

Call Options Held

2.32M

Put Options Held

1.85M

View Full List

About XCEL ENERGY INC

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $30.2B
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...

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Goelzer Investment Management, Inc. Xcel Energy Inc Transaction History