A detailed history of Lido Advisors, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Lido Advisors, LLC holds 7,460 shares of XEL stock, worth $493,852. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,460
Previous 19,959 62.62%
Holding current value
$493,852
Previous $1.07 Million 62.87%
% of portfolio
0.0%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$52.53 - $56.74 $656,572 - $709,193
-12,499 Reduced 62.62%
7,460 $398,000
Q1 2024

May 15, 2024

BUY
$48.44 - $63.73 $517,339 - $680,636
10,680 Added 115.1%
19,959 $1.07 Million
Q4 2023

Feb 14, 2024

SELL
$55.03 - $63.33 $34,448 - $39,644
-626 Reduced 6.32%
9,279 $574,000
Q3 2023

Nov 14, 2023

BUY
$55.59 - $65.21 $105,787 - $124,094
1,903 Added 23.78%
9,905 $566,000
Q2 2023

Aug 09, 2023

SELL
$61.24 - $71.27 $83,898 - $97,639
-1,370 Reduced 14.62%
8,002 $497,000
Q1 2023

May 15, 2023

BUY
$63.22 - $72.78 $592,497 - $682,094
9,372 New
9,372 $632,000

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 $36.2B
  • 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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