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 11,164 shares of XEL stock, worth $796,551. This represents 0.24% of its overall portfolio holdings.

Number of Shares
11,164
Previous 11,111 0.48%
Holding current value
$796,551
Previous $585 Million 24.52%
% of portfolio
0.24%
Previous 0.2%

Shares

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

Oct 31, 2024

BUY
$52.11 - $65.3 $2,761 - $3,460
53 Added 0.48%
11,164 $729 Million
Q2 2024

Sep 09, 2024

BUY
$52.53 - $56.74 $583,660 - $630,438
11,111 New
11,111 $585 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
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