A detailed history of Gyl Financial Synergies, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Gyl Financial Synergies, LLC holds 15,314 shares of XEL stock, worth $1.09 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
15,314
Previous 14,765 3.72%
Holding current value
$1.09 Million
Previous $788,000 26.9%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Nov 07, 2024

BUY
$52.11 - $65.3 $28,608 - $35,849
549 Added 3.72%
15,314 $1 Million
Q2 2024

Jul 23, 2024

SELL
$52.53 - $56.74 $135,212 - $146,048
-2,574 Reduced 14.85%
14,765 $788,000
Q1 2024

May 14, 2024

SELL
$48.44 - $63.73 $131,756 - $173,345
-2,720 Reduced 13.56%
17,339 $931,000
Q4 2023

Feb 09, 2024

BUY
$55.03 - $63.33 $12,711 - $14,629
231 Added 1.17%
20,059 $1.24 Million
Q3 2023

Nov 06, 2023

SELL
$55.59 - $65.21 $16,232 - $19,041
-292 Reduced 1.45%
19,828 $1.13 Million
Q2 2023

Aug 14, 2023

BUY
$61.24 - $71.27 $1.23 Million - $1.43 Million
20,120 New
20,120 $1.25 Million

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 $39B
  • 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 Gyl Financial Synergies, LLC Portfolio

Follow Gyl Financial Synergies, LLC 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 Gyl Financial Synergies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gyl Financial Synergies, LLC with notifications on news.