A detailed history of Lake Street Advisors Group, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 3,708 shares of XEL stock, worth $257,557. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,708
Previous 3,867 4.11%
Holding current value
$257,557
Previous $206,000 17.48%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 23, 2024

SELL
$52.11 - $65.3 $8,285 - $10,382
-159 Reduced 4.11%
3,708 $242,000
Q2 2024

Aug 05, 2024

SELL
$52.53 - $56.74 $14,288 - $15,433
-272 Reduced 6.57%
3,867 $206,000
Q1 2024

May 13, 2024

SELL
$48.44 - $63.73 $12,739 - $16,760
-263 Reduced 5.97%
4,139 $222,000
Q4 2023

May 30, 2024

BUY
$55.03 - $63.33 $79,133 - $91,068
1,438 Added 34.74%
5,577 $345,000
Q4 2023

Feb 13, 2024

BUY
$55.03 - $63.33 $242,242 - $278,778
4,402 New
4,402 $272,000
Q3 2021

Nov 15, 2021

SELL
$61.42 - $70.61 $192,920 - $221,786
-3,141 Closed
0 $0
Q2 2021

Aug 13, 2021

BUY
$65.71 - $72.59 $6,045 - $6,678
92 Added 3.02%
3,141 $216,000
Q1 2021

May 14, 2021

SELL
$58.03 - $67.0 $10,909 - $12,596
-188 Reduced 5.81%
3,049 $203,000
Q4 2020

Feb 12, 2021

SELL
$64.31 - $74.71 $578 - $672
-9 Reduced 0.28%
3,237 $216,000
Q3 2020

Nov 13, 2020

BUY
$63.24 - $72.45 $205,277 - $235,172
3,246 New
3,246 $224,000

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 $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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