A detailed history of Integrated Wealth Concepts LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 16,710 shares of XEL stock, worth $1.09 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,710
Previous 14,797 12.93%
Holding current value
$1.09 Million
Previous $795,000 12.2%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$52.53 - $56.74 $100,489 - $108,543
1,913 Added 12.93%
16,710 $892,000
Q1 2024

May 15, 2024

BUY
$48.44 - $63.73 $57,788 - $76,029
1,193 Added 8.77%
14,797 $795,000
Q4 2023

Feb 13, 2024

BUY
$55.03 - $63.33 $69,502 - $79,985
1,263 Added 10.23%
13,604 $842,000
Q3 2023

Nov 15, 2023

BUY
$55.59 - $65.21 $66,040 - $77,469
1,188 Added 10.65%
12,341 $706,000
Q2 2023

Aug 15, 2023

BUY
$61.24 - $71.27 $139,198 - $161,996
2,273 Added 25.6%
11,153 $693,000
Q1 2023

May 03, 2023

BUY
$63.22 - $72.78 $561,393 - $646,286
8,880 New
8,880 $599,000

Others Institutions Holding XEL

About XCEL ENERGY INC


  • Ticker XEL
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 546,990,976
  • Market Cap $35.7B
  • 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...
More about XEL
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