A detailed history of Lifelong Wealth Advisors, Inc. transactions in Xcel Energy Inc stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 9,109 shares of XEL stock, worth $644,006. This represents 0.3% of its overall portfolio holdings.

Number of Shares
9,109
Previous 7,421 22.75%
Holding current value
$644,006
Previous $501 Million 28.69%
% of portfolio
0.3%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025

BUY
$63.37 - $72.1 $106,968 - $121,704
1,688 Added 22.75%
9,109 $645 Million
Q4 2024

Feb 13, 2025

BUY
$62.16 - $72.92 $461,289 - $541,139
7,421 New
7,421 $501 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 $38.7B
  • 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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