A detailed history of Great Waters Wealth Management transactions in Xcel Energy Inc stock. As of the latest transaction made, Great Waters Wealth Management holds 16,315 shares of XEL stock, worth $1.1 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
16,315
Previous 16,728 2.47%
Holding current value
$1.1 Million
Previous $893 Million 19.24%
% of portfolio
0.14%
Previous 0.14%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024

SELL
$52.11 - $65.3 $21,521 - $26,968
-413 Reduced 2.47%
16,315 $1.07 Billion
Q2 2024

Jul 08, 2024

SELL
$52.53 - $56.74 $349,744 - $377,774
-6,658 Reduced 28.47%
16,728 $893 Million
Q1 2024

Apr 08, 2024

BUY
$48.44 - $63.73 $7,701 - $10,133
159 Added 0.68%
23,386 $1.26 Billion
Q4 2023

Jan 19, 2024

SELL
$55.03 - $63.33 $2,641 - $3,039
-48 Reduced 0.21%
23,227 $1.48 Billion
Q3 2023

Oct 11, 2023

SELL
$55.59 - $65.21 $22,402 - $26,279
-403 Reduced 1.7%
23,275 $1.33 Billion
Q2 2023

Jul 07, 2023

SELL
$61.24 - $71.27 $86,715 - $100,918
-1,416 Reduced 5.64%
23,678 $1.47 Billion
Q1 2023

Apr 25, 2023

BUY
$63.22 - $72.78 $24,845 - $28,602
393 Added 1.59%
25,094 $1.77 Billion
Q4 2022

Feb 03, 2023

BUY
$58.86 - $71.6 $1.45 Million - $1.77 Million
24,701 New
24,701 $1.69 Billion

Others Institutions Holding XEL

About XCEL ENERGY INC


  • Ticker XEL
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 546,990,976
  • Market Cap $37B
  • 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
Track This Portfolio

Track Great Waters Wealth Management Portfolio

Follow Great Waters Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Waters Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Great Waters Wealth Management with notifications on news.