A detailed history of Heritage Wealth Advisors transactions in Xcel Energy Inc stock. As of the latest transaction made, Heritage Wealth Advisors holds 400 shares of XEL stock, worth $26,960. This represents 0.0% of its overall portfolio holdings.

Number of Shares
400
Previous 400 -0.0%
Holding current value
$26,960
Previous $21,000 23.81%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

BUY
$52.53 - $56.74 $18,910 - $20,426
360 Added 900.0%
400 $21,000
Q1 2024

May 08, 2024

SELL
$48.44 - $63.73 $17,438 - $22,942
-360 Reduced 90.0%
40 $2,000
Q4 2023

Feb 09, 2024

BUY
$55.03 - $63.33 $22,012 - $25,332
400 New
400 $24,000
Q3 2021

Nov 02, 2021

SELL
$61.42 - $70.61 $59,884 - $68,844
-975 Closed
0 $0
Q4 2020

Feb 01, 2021

BUY
$64.31 - $74.71 $62,702 - $72,842
975 New
975 $65,000

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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