A detailed history of Kingswood Wealth Advisors, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,575 shares of XEL stock, worth $296,590. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,575
Previous 12,052 53.74%
Holding current value
$296,590
Previous $746 Million 59.84%
% of portfolio
0.03%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$48.44 - $63.73 $313,745 - $412,779
-6,477 Reduced 53.74%
5,575 $300 Million
Q4 2023

Jan 16, 2024

BUY
$55.03 - $63.33 $46,335 - $53,323
842 Added 7.51%
12,052 $746 Million
Q3 2023

Oct 23, 2023

BUY
$55.59 - $65.21 $623,163 - $731,004
11,210 New
11,210 $641 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 $29.1B
  • 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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