Iht Wealth Management, LLC Xcel Energy Inc Transaction History

Iht Wealth Management, LLC

  • $2.59 Billion
  • Q1 2024

A detailed history of Iht Wealth Management, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Iht Wealth Management, LLC holds 14,278 shares of XEL stock, worth $762,587. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,278
Previous 13,064 9.29%
Holding current value
$762,587
Previous $808,000 5.07%
% of portfolio
0.03%
Previous 0.04%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$48.44 - $63.73 $58,806 - $77,368
1,214 Added 9.29%
14,278 $767,000
Q4 2023

Feb 14, 2024
BUY
$55.03 - $63.33 $28,725 - $33,058
522 Added 4.16%
13,064 $808,000
Q3 2023

Nov 14, 2023
SELL
$55.59 - $65.21 $22,236 - $26,083
-400 Reduced 3.09%
12,542 $717,000
Q2 2023

Aug 14, 2023
BUY
$61.24 - $71.27 $179,494 - $208,892
2,931 Added 29.28%
12,942 $804,000
Q1 2023

May 15, 2023
BUY
$63.22 - $72.78 $144,520 - $166,375
2,286 Added 29.59%
10,011 $675,000
Q4 2022

Feb 14, 2023
BUY
$58.86 - $71.6 $15,068 - $18,329
256 Added 3.43%
7,725 $541,000
Q3 2022

Nov 22, 2022
BUY
$64.0 - $77.41 $478,016 - $578,175
7,469 New
7,469 $478,000
Q2 2022

Aug 15, 2022
SELL
$63.91 - $76.34 $194,478 - $232,302
-3,043 Closed
0 $0
Q1 2022

May 16, 2022
SELL
$64.83 - $72.32 $13,743 - $15,331
-212 Reduced 6.51%
3,043 $220,000
Q3 2021

Nov 15, 2021
SELL
$61.42 - $70.61 $20,759 - $23,866
-338 Reduced 9.41%
3,255 $203,000
Q2 2021

Aug 16, 2021
SELL
$65.71 - $72.59 $116,372 - $128,556
-1,771 Reduced 33.02%
3,593 $237,000
Q1 2021

May 18, 2021
SELL
$58.03 - $67.0 $30,523 - $35,242
-526 Reduced 8.93%
5,364 $357,000
Q4 2020

Feb 17, 2021
BUY
$64.31 - $74.71 $74,085 - $86,065
1,152 Added 24.31%
5,890 $393,000
Q3 2020

Nov 19, 2020
BUY
$63.24 - $72.45 $14,924 - $17,098
236 Added 5.24%
4,738 $327,000
Q2 2020

Aug 14, 2020
BUY
$57.86 - $67.15 $7,753 - $8,998
134 Added 3.07%
4,502 $281,000
Q1 2020

May 13, 2020
SELL
$50.0 - $71.16 $6,000 - $8,539
-120 Reduced 2.67%
4,368 $263,000
Q4 2019

Feb 18, 2020
BUY
$60.07 - $64.95 $9,911 - $10,716
165 Added 3.82%
4,488 $285,000
Q3 2019

Nov 15, 2019
BUY
$59.43 - $65.82 $256,915 - $284,539
4,323 New
4,323 $280,000
Q2 2018

Aug 13, 2018
SELL
$42.13 - $47.1 $59,487 - $66,505
-1,412 Closed
0 $0
Q4 2017

Feb 14, 2018
BUY
$47.18 - $51.8 $36,564 - $40,145
775 Added 121.66%
1,412 $67,000
Q3 2017

Nov 14, 2017
BUY
$47.04 - $50.51 $29,964 - $32,174
637
637 $30,000

Others Institutions Holding XEL

# of Institutions
1,076
Shares Held
432M
Call Options Held
2.32M
Put Options Held
1.85M
View Full List

About XCEL ENERGY INC

XEL Quotes by TradingView
  • Ticker XEL
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 546,990,976
  • Market Cap $29.2B
  • 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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