A detailed history of Legacy Financial Advisors, Inc. transactions in Xcel Energy Inc stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 5,269 shares of XEL stock, worth $375,943. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,269
Previous 5,063 4.07%
Holding current value
$375,943
Previous $270,000 27.41%
% of portfolio
0.07%
Previous 0.05%

Shares

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

Nov 13, 2024

BUY
$52.11 - $65.3 $10,734 - $13,451
206 Added 4.07%
5,269 $344,000
Q2 2024

Aug 13, 2024

BUY
$52.53 - $56.74 $265,959 - $287,274
5,063 New
5,063 $270,000
Q1 2023

May 03, 2023

SELL
$63.22 - $72.78 $20,989 - $24,162
-332 Reduced 7.69%
3,987 $268,000
Q4 2022

Feb 06, 2023

BUY
$58.86 - $71.6 $254,216 - $309,240
4,319 New
4,319 $302,000
Q2 2019

Aug 07, 2019

SELL
$54.68 - $61.54 $24,824 - $27,939
-454 Closed
0 $0
Q1 2019

May 14, 2019

BUY
$48.03 - $57.36 $3,314 - $3,957
69 Added 17.92%
454 $26,000
Q4 2018

Jan 16, 2019

BUY
$47.12 - $53.68 $6,926 - $7,890
147 Added 61.76%
385 $19,000
Q4 2017

Feb 09, 2018

BUY
$47.18 - $51.8 $11,228 - $12,328
238
238 $11,000

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 $39B
  • 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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