Gradient Investments LLC Xcel Energy Inc Transaction History

Gradient Investments LLC

  • $3.79 Billion
  • Q3 2024

A detailed history of Gradient Investments LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Gradient Investments LLC holds 230,069 shares of XEL stock, worth $16 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
230,069
Previous 279,456 17.67%
Holding current value
$16 Million
Previous $14.9 Million 0.66%
% of portfolio
0.4%
Previous 0.43%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,133
Shares Held
455M
Call Options Held
1.67M
Put Options Held
714K
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 $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...
More about XEL
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