A detailed history of Integris Wealth Management, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Integris Wealth Management, LLC holds 6,163 shares of XEL stock, worth $415,386. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,163
Previous 6,000 2.72%
Holding current value
$415,386
Previous $320 Million 25.58%
% of portfolio
0.11%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$52.11 - $65.3 $8,493 - $10,643
163 Added 2.72%
6,163 $402 Million
Q3 2023

Nov 08, 2023

SELL
$55.59 - $65.21 $7,504 - $8,803
-135 Reduced 2.2%
6,000 $343 Million
Q2 2023

Jul 13, 2023

BUY
$61.24 - $71.27 $122 - $142
2 Added 0.03%
6,135 $381 Million
Q1 2023

May 15, 2023

BUY
$63.22 - $72.78 $2,402 - $2,765
38 Added 0.62%
6,133 $414 Million
Q4 2022

Feb 07, 2023

BUY
$58.86 - $71.6 $358,751 - $436,401
6,095 New
6,095 $427 Million

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 $36.9B
  • 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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