A detailed history of Kestra Private Wealth Services, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 8,322 shares of XEL stock, worth $578,046. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,322
Previous 8,246 0.92%
Holding current value
$578,046
Previous $440,000 23.41%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

BUY
$52.11 - $65.3 $3,960 - $4,962
76 Added 0.92%
8,322 $543,000
Q2 2024

Aug 12, 2024

SELL
$52.53 - $56.74 $30,362 - $32,795
-578 Reduced 6.55%
8,246 $440,000
Q1 2024

May 02, 2024

SELL
$48.44 - $63.73 $78,424 - $103,178
-1,619 Reduced 15.5%
8,824 $474,000
Q4 2023

Feb 05, 2024

BUY
$55.03 - $63.33 $156,835 - $180,490
2,850 Added 37.53%
10,443 $646,000
Q3 2023

Nov 07, 2023

BUY
$55.59 - $65.21 $67,152 - $78,773
1,208 Added 18.92%
7,593 $434,000
Q2 2023

Aug 08, 2023

BUY
$61.24 - $71.27 $57,136 - $66,494
933 Added 17.11%
6,385 $396,000
Q1 2023

May 12, 2023

BUY
$63.22 - $72.78 $35,845 - $41,266
567 Added 11.61%
5,452 $367,000
Q4 2022

Jan 31, 2023

BUY
$58.86 - $71.6 $3,590 - $4,367
61 Added 1.26%
4,885 $342,000
Q3 2022

Nov 14, 2022

BUY
$64.0 - $77.41 $23,040 - $27,867
360 Added 8.06%
4,824 $309,000
Q2 2022

Aug 12, 2022

SELL
$63.91 - $76.34 $88,131 - $105,272
-1,379 Reduced 23.6%
4,464 $316,000
Q1 2022

May 26, 2022

BUY
$64.83 - $72.32 $94,068 - $104,936
1,451 Added 33.04%
5,843 $421,000
Q4 2021

Jan 21, 2022

BUY
$62.44 - $68.95 $19,044 - $21,029
305 Added 7.46%
4,392 $297,000
Q3 2021

Oct 21, 2021

SELL
$61.42 - $70.61 $3,316 - $3,812
-54 Reduced 1.3%
4,087 $255,000
Q2 2021

Jul 30, 2021

BUY
$65.71 - $72.59 $328 - $362
5 Added 0.12%
4,141 $272,000
Q1 2021

May 11, 2021

BUY
$58.03 - $67.0 $240,012 - $277,112
4,136 New
4,136 $275,000
Q4 2020

Jan 21, 2021

SELL
$64.31 - $74.71 $1 Million - $1.16 Million
-15,579 Closed
0 $0
Q3 2020

Nov 09, 2020

BUY
$63.24 - $72.45 $985,215 - $1.13 Million
15,579 New
15,579 $1.08 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 $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...
More about XEL
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