A detailed history of Hb Wealth Management, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Hb Wealth Management, LLC holds 9,860 shares of XEL stock, worth $664,564. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,860
Previous 9,017 9.35%
Holding current value
$664,564
Previous $481,000 33.68%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 15, 2024

BUY
$52.11 - $65.3 $43,928 - $55,047
843 Added 9.35%
9,860 $643,000
Q2 2024

Jul 26, 2024

BUY
$52.53 - $56.74 $190,263 - $205,512
3,622 Added 67.14%
9,017 $481,000
Q1 2024

Apr 30, 2024

SELL
$48.44 - $63.73 $487,790 - $641,761
-10,070 Reduced 65.11%
5,395 $289,000
Q4 2023

Jan 16, 2024

BUY
$55.03 - $63.33 $180,498 - $207,722
3,280 Added 26.92%
15,465 $957,000
Q3 2023

Oct 13, 2023

BUY
$55.59 - $65.21 $193,897 - $227,452
3,488 Added 40.11%
12,185 $697,000
Q2 2023

Jul 13, 2023

BUY
$61.24 - $71.27 $14,146 - $16,463
231 Added 2.73%
8,697 $540,000
Q1 2023

Apr 13, 2023

BUY
$63.22 - $72.78 $149,388 - $171,979
2,363 Added 38.72%
8,466 $570,000
Q4 2022

Jan 20, 2023

SELL
$58.86 - $71.6 $8,240 - $10,024
-140 Reduced 2.24%
6,103 $0
Q3 2022

Oct 19, 2022

BUY
$64.0 - $77.41 $52,096 - $63,011
814 Added 14.99%
6,243 $400,000
Q2 2022

Jul 15, 2022

SELL
$63.91 - $76.34 $13,548 - $16,184
-212 Reduced 3.76%
5,429 $384,000
Q1 2022

May 16, 2022

BUY
$64.83 - $72.32 $105,997 - $118,243
1,635 Added 40.81%
5,641 $407,000
Q4 2021

Feb 15, 2022

BUY
$62.44 - $68.95 $250,134 - $276,213
4,006 New
4,006 $271,000

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 $36.9B
  • 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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