Kestra Private Wealth Services, LLC Xcel Energy Inc Transaction History

Kestra Private Wealth Services, LLC

  • $4.9 Billion
  • Q2 2024

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 8,246 shares of XEL stock, worth $525,435. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,246
Previous 8,824 6.55%
Holding current value
$525,435
Previous $474,000 7.17%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

# of Institutions
1,068
Shares Held
434M
Call Options Held
1.75M
Put Options Held
989K
View Full List

About XCEL ENERGY INC

XEL Quotes by TradingView
  • Ticker XEL
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 546,990,976
  • Market Cap $34.9B
  • 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
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email