Gradient Investments LLC Xcel Energy Inc Transaction History

Gradient Investments LLC

$4.41 Billion
Q2 2025

A detailed history of Gradient Investments LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Gradient Investments LLC holds 198,030 shares of XEL stock, worth $14.3 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

198,030

Previous 201,047 1.5%

Holding current value

$14.3 Million

Previous $14.2 Million 5.25%

% of portfolio

0.31%

Previous 0.36%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	SELL	$65.65 - $72.39 $198,066 - $218,400	-3,017 Reduced 1.5%	198,030 $13.5 Million
Q1 2025 Apr 09, 2025	SELL	$63.37 - $72.1 $382,628 - $435,339	-6,038 Reduced 2.92%	201,047 $14.2 Million
Q4 2024 Jan 21, 2025	SELL	$62.16 - $72.92 $1.43 Million - $1.68 Million	-22,984 Reduced 9.99%	207,085 $14 Million
Q3 2024 Oct 15, 2024	SELL	$52.11 - $65.3 $2.57 Million - $3.22 Million	-49,387 Reduced 17.67%	230,069 $15 Million
Q2 2024 Jul 18, 2024	BUY	$52.53 - $56.74 $14.7 Million - $15.9 Million	279,379 Added 362829.88%	279,456 $14.9 Million
Q1 2024 Apr 23, 2024	SELL	$48.44 - $63.73 $437,994 - $576,246	-9,042 Reduced 99.16%	77 $4,000
Q4 2023 Jan 18, 2024	SELL	$55.03 - $63.33 $28,450 - $32,741	-517 Reduced 5.37%	9,119 $564,000
Q3 2023 Oct 27, 2023	SELL	$55.59 - $65.21 $9,783 - $11,476	-176 Reduced 1.79%	9,636 $551,000
Q2 2023 Jul 11, 2023	SELL	$61.24 - $71.27 $46,358 - $53,951	-757 Reduced 7.16%	9,812 $610,000
Q1 2023 Apr 17, 2023	BUY	$63.22 - $72.78 $2,275 - $2,620	36 Added 0.34%	10,569 $712,000
Q4 2022 Jan 10, 2023	BUY	$58.86 - $71.6 $503,076 - $611,965	8,547 Added 430.36%	10,533 $0
Q2 2022 Jul 11, 2022	BUY	$63.91 - $76.34 $53,300 - $63,667	834 Added 72.4%	1,986 $141,000
Q1 2022 May 26, 2022	SELL	$64.83 - $72.32 $4,343 - $4,845	-67 Reduced 5.5%	1,152 $83,000
Q4 2021 Jan 12, 2022	BUY	$62.44 - $68.95 $4,183 - $4,619	67 Added 5.82%	1,219 $83,000
Q2 2021 Jul 12, 2021	SELL	$65.71 - $72.59 $24,115 - $26,640	-367 Reduced 24.16%	1,152 $76,000
Q1 2021 Apr 21, 2021	SELL	$58.03 - $67.0 $5,396 - $6,231	-93 Reduced 5.77%	1,519 $101,000
Q2 2020 Jul 10, 2020	SELL	$57.86 - $67.15 $1,215 - $1,410	-21 Reduced 1.29%	1,612 $101,000
Q1 2020 Apr 07, 2020	SELL	$50.0 - $71.16 $7,800 - $11,100	-156 Reduced 8.72%	1,633 $98,000
Q4 2019 Jan 15, 2020	BUY	$60.07 - $64.95 $83,557 - $90,345	1,391 Added 349.5%	1,789 $114,000
Q3 2019 Oct 10, 2019	BUY	$59.43 - $65.82 $9,865 - $10,926	166 Added 71.55%	398 $26,000
Q2 2019 Jul 16, 2019	SELL	$54.68 - $61.54 $8,202 - $9,231	-150 Reduced 39.27%	232 $14,000
Q1 2019 Apr 11, 2019	BUY	$48.03 - $57.36 $7,156 - $8,546	149 Added 63.95%	382 $21,000
Q2 2018 Aug 09, 2018	BUY	$42.13 - $47.1 $6,572 - $7,347	156 Added 202.6%	233 $11,000
Q4 2017 Feb 07, 2018	BUY	$47.18 - $51.8 $3,632 - $3,988	77	77 $4,000

Others Institutions Holding XEL

# of Institutions

1,266

Shares Held

489M

Call Options Held

2.02M

Put Options Held

306K

View Full List

About XCEL ENERGY INC

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $39.6B
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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Gradient Investments LLC Xcel Energy Inc Transaction History