Insight Wealth Strategies, LLC Xcel Energy Inc Transaction History

Insight Wealth Strategies, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 12, 2021	SELL	$65.71 - $72.59 $260,671 - $287,964	-3,967 Closed	0 $0
Q1 2021 May 12, 2021	SELL	$58.03 - $67.0 $16,190 - $18,693	-279 Reduced 6.57%	3,967 $264,000
Q4 2020 Feb 05, 2021	SELL	$64.31 - $74.71 $38,650 - $44,900	-601 Reduced 12.4%	4,246 $283,000
Q3 2020 Oct 29, 2020	SELL	$63.24 - $72.45 $180,297 - $206,554	-2,851 Reduced 37.04%	4,847 $335,000
Q2 2020 Jul 31, 2020	BUY	$57.86 - $67.15 $9,778 - $11,348	169 Added 2.24%	7,698 $481,000
Q1 2020 Apr 21, 2020	BUY	$50.0 - $71.16 $24,450 - $34,797	489 Added 6.95%	7,529 $454,000
Q4 2019 Feb 21, 2020	BUY	$60.07 - $64.95 $152,457 - $164,843	2,538 Added 56.37%	7,040 $447,000
Q3 2019 Nov 06, 2019	BUY	$59.43 - $65.82 $267,553 - $296,321	4,502 New	4,502 $292,000

1,133

455M

1.67M

714K

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $38B
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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