Iht Wealth Management, LLC Xcel Energy Inc Transaction History

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

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 8,118 shares of XEL stock, worth $559,573. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,118

Previous 11,496 29.38%

Holding current value

$559,573

Previous $776,000 26.03%

% of portfolio

0.02%

Previous 0.03%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$63.37 - $72.1 $214,063 - $243,553	-3,378 Reduced 29.38%	8,118 $574,000
Q4 2024 Feb 14, 2025	SELL	$62.16 - $72.92 $440,838 - $517,148	-7,092 Reduced 38.15%	11,496 $776,000
Q3 2024 Nov 14, 2024	BUY	$52.11 - $65.3 $196,402 - $246,115	3,769 Added 25.43%	18,588 $1.21 Million
Q2 2024 Aug 14, 2024	BUY	$52.53 - $56.74 $28,418 - $30,696	541 Added 3.79%	14,819 $791,000
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

1,264

Shares Held

489M

Call Options Held

2.11M

Put Options Held

306K

View Full List

About XCEL ENERGY INC

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $37.7B
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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Iht Wealth Management, LLC Xcel Energy Inc Transaction History