Independent Solutions Wealth Management, LLC Xcel Energy Inc Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Dec 19, 2024	SELL	$55.59 - $65.21 $272,780 - $319,985	-4,907 Closed	0 $0
Q2 2023 Dec 19, 2024	SELL	$61.24 - $71.27 $79,367 - $92,365	-1,296 Reduced 20.89%	4,907 $305 Million
Q1 2023 Dec 19, 2024	SELL	$63.22 - $72.78 $40,776 - $46,943	-645 Reduced 9.42%	6,203 $418 Million
Q4 2022 Dec 19, 2024	SELL	$58.86 - $71.6 $5,061 - $6,157	-86 Reduced 1.24%	6,848 $480 Million
Q3 2022 Dec 19, 2024	BUY	$64.0 - $77.41 $128,000 - $154,820	2,000 Added 40.54%	6,934 $444 Million
Q2 2022 Dec 19, 2024	BUY	$63.91 - $76.34 $315,331 - $376,661	4,934 New	4,934 $349 Million

Others Institutions Holding XEL

# of Institutions

1,144

Shares Held

452M

Call Options Held

1.67M

Put Options Held

714K

Vanguard Group Inc Valley Forge, PA

72.9M
Shares

$4.82 Billion
0.09% of portfolio
Black Rock Inc. New York, NY

45.9M
Shares

$3.03 Billion
0.06% of portfolio
State Street Corp Boston, MA

37.1M
Shares

$2.45 Billion
0.1% of portfolio
Price T Rowe Associates Inc Baltimore, MD

20.5M
Shares

$1.35 Billion
0.15% of portfolio
Jpmorgan Chase & CO New York, NY

18.3M
Shares

$1.21 Billion
0.1% of portfolio

View Full List

About XCEL ENERGY INC

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $36.1B
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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