Independent Advisor Alliance Xcel Energy Inc Transaction History

Independent Advisor Alliance

$2.95 Billion
Q1 2025

A detailed history of Independent Advisor Alliance transactions in Xcel Energy Inc stock. As of the latest transaction made, Independent Advisor Alliance holds 10,622 shares of XEL stock, worth $744,602. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,622

Previous 9,684 9.69%

Holding current value

$744,602

Previous $653,000 15.01%

% of portfolio

0.03%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$63.37 - $72.1 $59,441 - $67,629	938 Added 9.69%	10,622 $751,000
Q4 2024 Feb 07, 2025	SELL	$62.16 - $72.92 $18,896 - $22,167	-304 Reduced 3.04%	9,684 $653,000
Q3 2024 Nov 12, 2024	BUY	$52.11 - $65.3 $159,039 - $199,295	3,052 Added 44.0%	9,988 $652,000
Q2 2024 Aug 12, 2024	BUY	$52.53 - $56.74 $74,750 - $80,741	1,423 Added 25.81%	6,936 $370,000
Q1 2024 May 08, 2024	SELL	$48.44 - $63.73 $33,617 - $44,228	-694 Reduced 11.18%	5,513 $296,000
Q4 2023 Feb 08, 2024	BUY	$55.03 - $63.33 $165 - $189	3 Added 0.05%	6,207 $384,000
Q3 2023 Oct 24, 2023	SELL	$55.59 - $65.21 $4,169 - $4,890	-75 Reduced 1.19%	6,204 $354,000
Q2 2023 Jul 28, 2023	BUY	$61.24 - $71.27 $3,980 - $4,632	65 Added 1.05%	6,279 $390,000
Q1 2023 May 12, 2023	BUY	$63.22 - $72.78 $392,849 - $452,254	6,214 New	6,214 $419,000
Q3 2022 Nov 04, 2022	BUY	$64.0 - $77.41 $71,168 - $86,079	1,112 Added 26.46%	5,315 $340,000
Q2 2022 Aug 04, 2022	SELL	$63.91 - $76.34 $64,996 - $77,637	-1,017 Reduced 19.48%	4,203 $297,000
Q1 2022 May 06, 2022	BUY	$64.83 - $72.32 $137,569 - $153,463	2,122 Added 68.5%	5,220 $377,000
Q4 2021 Feb 11, 2022	SELL	$62.44 - $68.95 $14,049 - $15,513	-225 Reduced 6.77%	3,098 $210,000
Q3 2021 Nov 01, 2021	SELL	$61.42 - $70.61 $3,193 - $3,671	-52 Reduced 1.54%	3,323 $208,000
Q2 2021 Aug 12, 2021	BUY	$65.71 - $72.59 $221,771 - $244,991	3,375 New	3,375 $222,000
Q3 2020 Nov 04, 2020	SELL	$63.24 - $72.45 $204,707 - $234,520	-3,237 Closed	0 $0
Q2 2020 Aug 06, 2020	BUY	$57.86 - $67.15 $187,292 - $217,364	3,237 New	3,237 $202,000

Others Institutions Holding XEL

# of Institutions

1,265

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 $38.3B
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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Independent Advisor Alliance Xcel Energy Inc Transaction History