A detailed history of Kozak & Associates, Inc. transactions in Xcel Energy Inc stock. As of the latest transaction made, Kozak & Associates, Inc. holds 4,250 shares of XEL stock, worth $226,992. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,250
Previous 4,194 1.34%
Holding current value
$226,992
Previous $259,000 11.97%
% of portfolio
0.06%
Previous 0.08%

Shares

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

May 17, 2024

BUY
$48.44 - $63.73 $2,712 - $3,568
56 Added 1.34%
4,250 $228,000
Q4 2023

Jan 17, 2024

SELL
$55.03 - $63.33 $103,786 - $119,440
-1,886 Reduced 31.02%
4,194 $259,000
Q3 2023

Oct 17, 2023

BUY
$55.59 - $65.21 $3,946 - $4,629
71 Added 1.18%
6,080 $347,000
Q2 2023

Jul 05, 2023

BUY
$61.24 - $71.27 $1,224 - $1,425
20 Added 0.33%
6,009 $373,000
Q1 2023

Apr 03, 2023

BUY
$63.22 - $72.78 $1,264 - $1,455
20 Added 0.34%
5,989 $403,000
Q4 2022

Jan 03, 2023

BUY
$58.86 - $71.6 $1,236 - $1,503
21 Added 0.35%
5,969 $419,000
Q3 2022

Oct 12, 2022

BUY
$64.0 - $77.41 $49,280 - $59,605
770 Added 14.87%
5,948 $356,000
Q2 2022

Oct 12, 2022

BUY
$63.91 - $76.34 $1,086 - $1,297
17 Added 0.33%
5,178 $366,000
Q4 2021

Mar 11, 2022

BUY
$62.44 - $68.95 $749 - $827
12 Added 0.23%
5,161 $362,000
Q3 2021

Nov 16, 2021

BUY
$61.42 - $70.61 $316,251 - $363,570
5,149 New
5,149 $331,000

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 $29.2B
  • 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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