Heritage Wealth Management, Inc. Xcel Energy Inc Transaction History
Heritage Wealth Management, Inc.
- $341 Billion
- Q3 2025
A detailed history of Heritage Wealth Management, Inc. transactions in Xcel Energy Inc stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 10,899 shares of XEL stock, worth $878,241. This represents 0.26% of its overall portfolio holdings.
Number of Shares
10,899
Previous 10,854
0.41%
Holding current value
$878,241
Previous $739 Million
18.92%
% of portfolio
0.26%
Previous 0.24%
Shares
6 transactions
Others Institutions Holding XEL
# of Institutions
1,350Shares Held
535MCall Options Held
1.58MPut Options Held
748K-
Vanguard Group Inc Valley Forge, PA76.7MShares$6.18 Billion0.1% of portfolio
-
Black Rock Inc. New York, NY45.9MShares$3.69 Billion0.06% of portfolio
-
State Street Corp Boston, MA35.9MShares$2.89 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC28.9MShares$2.32 Billion0.16% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD27.9MShares$2.25 Billion0.24% of portfolio
About XCEL ENERGY INC
- Ticker XEL
- Exchange NASDAQ
- Sector Utilities
- Industry Utilities—Regulated Electric
- Shares Outstandng 546,990,976
- Market Cap $44.1B
- 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...