Ifp Advisors, Inc Xcel Energy Inc Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

A detailed history of Ifp Advisors, Inc transactions in Xcel Energy Inc stock. As of the latest transaction made, Ifp Advisors, Inc holds 5,310 shares of XEL stock, worth $433,242. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,310

Previous 6,195 14.29%

Holding current value

$433,242

Previous $438,000 17.58%

% of portfolio

0.01%

Previous 0.01%

39 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$65.65 - $72.39 $58,100 - $64,065	-885 Reduced 14.29%	5,310 $361,000
Q1 2025 May 05, 2025	BUY	$63.37 - $72.1 $34,790 - $39,582	549 Added 9.72%	6,195 $438,000
Q4 2024 Feb 04, 2025	BUY	$62.16 - $72.92 $2,672 - $3,135	43 Added 0.77%	5,646 $381,000
Q3 2024 Feb 04, 2025	BUY	$52.11 - $65.3 $1,511 - $1,893	29 Added 0.52%	5,603 $365,000
Q2 2024 Jul 30, 2024	BUY	$52.53 - $56.74 $33,724 - $36,427	642 Added 13.02%	5,574 $297,000
Q1 2024 Jul 30, 2024	SELL	$48.44 - $63.73 $8,283 - $10,897	-171 Reduced 3.35%	4,932 $265,000
Q4 2023 Jan 09, 2024	SELL	$55.03 - $63.33 $1.16 Million - $1.33 Million	-21,005 Reduced 80.45%	5,103 $315,000
Q3 2023 Oct 12, 2023	BUY	$55.59 - $65.21 $814,226 - $955,130	14,647 Added 127.8%	26,108 $1.49 Million
Q2 2023 Aug 04, 2023	BUY	$61.24 - $71.27 $10,900 - $12,686	178 Added 1.58%	11,461 $712,000
Q1 2023 Apr 18, 2023	SELL	$63.22 - $72.78 $279,748 - $322,051	-4,425 Reduced 28.17%	11,283 $760,000
Q4 2022 Feb 07, 2023	SELL	$58.86 - $71.6 $113,128 - $137,615	-1,922 Reduced 10.9%	15,708 $442,000
Q3 2022 Nov 08, 2022	BUY	$64.0 - $77.41 $55,552 - $67,191	868 Added 5.18%	17,630 $497,000
Q2 2022 Sep 06, 2022	BUY	$63.91 - $76.34 $1.07 Million - $1.28 Million	16,762 New	16,762 $471,000
Q2 2022 Aug 12, 2022	SELL	$63.91 - $76.34 $1.07 Million - $1.28 Million	-16,762 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$64.83 - $72.32 $212,772 - $237,354	3,282 Added 24.35%	16,762 $1.21 Million
Q1 2022 Aug 08, 2022	BUY	$64.83 - $72.32 $68,201 - $76,080	1,052 Added 8.46%	13,480 $972,000
Q4 2021 Jan 12, 2022	SELL	$62.44 - $68.95 $6,306 - $6,963	-101 Reduced 0.81%	12,428 $843,000
Q3 2021 Oct 06, 2021	BUY	$61.42 - $70.61 $40,291 - $46,320	656 Added 5.53%	12,529 $785,000
Q2 2021 Jul 13, 2021	BUY	$65.71 - $72.59 $1,314 - $1,451	20 Added 0.17%	11,873 $780,000
Q1 2021 Apr 30, 2021	SELL	$58.03 - $67.0 $187,320 - $216,276	-3,228 Reduced 21.4%	11,853 $789,000
Q4 2020 Jan 25, 2021	BUY	$64.31 - $74.71 $53,248 - $61,859	828 Added 5.81%	15,081 $1 Million
Q3 2020 Oct 29, 2020	BUY	$63.24 - $72.45 $110,859 - $127,004	1,753 Added 14.02%	14,253 $985,000
Q2 2020 Aug 05, 2020	SELL	$57.86 - $67.15 $5,033 - $5,842	-87 Reduced 0.69%	12,500 $775,000
Q1 2020 May 12, 2020	BUY	$50.0 - $71.16 $160,500 - $228,423	3,210 Added 34.23%	12,587 $730,000
Q4 2019 Jan 17, 2020	BUY	$60.07 - $64.95 $74,486 - $80,538	1,240 Added 15.24%	9,377 $594,000
Q3 2019 Nov 07, 2019	BUY	$59.43 - $65.82 $372,031 - $412,033	6,260 Added 333.51%	8,137 $530,000
Q1 2019 May 15, 2019	SELL	$48.03 - $57.36 $366,805 - $438,058	-7,637 Reduced 80.27%	1,877 $105,000
Q4 2018 Jan 23, 2019	SELL	$47.12 - $53.68 $31,240 - $35,589	-663 Reduced 6.51%	9,514 $468,000
Q3 2018 Oct 25, 2018	BUY	$45.16 - $49.29 $125,770 - $137,272	2,785 Added 37.68%	10,177 $0
Q2 2018 Aug 07, 2018	BUY	$42.13 - $47.1 $19,127 - $21,383	454 Added 6.54%	7,392 $0
Q1 2018 Jun 03, 2019	SELL	$42.44 - $47.81 $29,835 - $33,610	-703 Reduced 9.2%	6,938 $334,000
Q1 2018 May 09, 2018	BUY	$42.44 - $47.81 $29,835 - $33,610	703 Added 10.13%	7,641 $0
Q4 2017 Jan 24, 2018	SELL	$47.18 - $51.8 $646,932 - $710,281	-13,712 Reduced 66.4%	6,938 $0
Q3 2017 Oct 30, 2017	SELL	$47.04 - $50.51 $56,071 - $60,207	-1,192 Reduced 5.46%	20,650 $977,000
Q2 2017 Jun 03, 2019	BUY	N/A	5,671 Added 35.07%	21,842 $1 Million
Q1 2017 Jun 03, 2019	BUY	N/A	260 Added 1.63%	16,171 $719,000
Q4 2016 Jun 03, 2019	BUY	N/A	1,732 Added 12.22%	15,911 $648,000
Q2 2016 Jun 03, 2019	BUY	N/A	12,302 Added 655.41%	14,179 $635,000
Q1 2016 Jun 03, 2019	BUY	N/A	1,877	1,877 $105,000

Others Institutions Holding XEL

# of Institutions

1,333

Shares Held

510M

Call Options Held

2.53M

Put Options Held

886K

View Full List

About XCEL ENERGY INC

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $44.6B
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...

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