A detailed history of High Mark Wealth Management LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, High Mark Wealth Management LLC holds 11,501 shares of XEL stock, worth $740,549. This represents 0.37% of its overall portfolio holdings.

Number of Shares
11,501
Previous 11,370 1.15%
Holding current value
$740,549
Previous $611,000 0.49%
% of portfolio
0.37%
Previous 0.38%

Shares

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

Jul 29, 2024

BUY
$52.53 - $56.74 $6,881 - $7,432
131 Added 1.15%
11,501 $614,000
Q1 2024

Apr 26, 2024

BUY
$48.44 - $63.73 $215,993 - $284,172
4,459 Added 64.52%
11,370 $611,000
Q4 2023

Jan 22, 2024

BUY
$55.03 - $63.33 $2,091 - $2,406
38 Added 0.55%
6,911 $427,000
Q3 2023

Oct 18, 2023

SELL
$55.59 - $65.21 $14,842 - $17,411
-267 Reduced 3.74%
6,873 $393,000
Q2 2023

Jul 26, 2023

BUY
$61.24 - $71.27 $122 - $142
2 Added 0.03%
7,140 $443,000
Q1 2023

Apr 20, 2023

BUY
$63.22 - $72.78 $126 - $145
2 Added 0.03%
7,138 $481,000
Q4 2022

Feb 01, 2023

BUY
$58.86 - $71.6 $117 - $143
2 Added 0.03%
7,136 $500,000
Q3 2022

Oct 21, 2022

BUY
$64.0 - $77.41 $128 - $154
2 Added 0.03%
7,134 $457,000
Q2 2022

Jul 19, 2022

SELL
$63.91 - $76.34 $2,109 - $2,519
-33 Reduced 0.46%
7,132 $505,000
Q1 2022

Apr 25, 2022

SELL
$64.83 - $72.32 $68,590 - $76,514
-1,058 Reduced 12.87%
7,165 $517,000
Q4 2021

Jan 20, 2022

SELL
$62.44 - $68.95 $4,558 - $5,033
-73 Reduced 0.88%
8,223 $557,000
Q3 2021

Nov 01, 2021

BUY
$61.42 - $70.61 $122 - $141
2 Added 0.02%
8,296 $519,000
Q2 2021

Aug 02, 2021

BUY
$65.71 - $72.59 $197 - $217
3 Added 0.04%
8,294 $546,000
Q1 2021

Apr 22, 2021

BUY
$58.03 - $67.0 $1,624 - $1,876
28 Added 0.34%
8,291 $551,000
Q4 2020

Jan 27, 2021

BUY
$64.31 - $74.71 $128 - $149
2 Added 0.02%
8,263 $551,000
Q3 2020

Oct 26, 2020

BUY
$63.24 - $72.45 $3,604 - $4,129
57 Added 0.69%
8,261 $570,000
Q2 2020

Jul 22, 2020

BUY
$57.86 - $67.15 $115 - $134
2 Added 0.02%
8,204 $513,000
Q1 2020

Apr 30, 2020

BUY
$50.0 - $71.16 $500 - $711
10 Added 0.12%
8,202 $494,000
Q4 2019

Mar 19, 2020

BUY
$60.07 - $64.95 $492,093 - $532,070
8,192 New
8,192 $520,000

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 $35.2B
  • 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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