Lifeworks Advisors, LLC Xcel Energy Inc Transaction History

Lifeworks Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	SELL	$63.22 - $72.78 $9,483 - $10,917	-150 Reduced 3.22%	4,510 $304,000
Q4 2022 Feb 14, 2023	SELL	$58.86 - $71.6 $23,544 - $28,639	-400 Reduced 7.91%	4,660 $326,000
Q3 2022 Nov 14, 2022	SELL	$64.0 - $77.41 $48,128 - $58,212	-752 Reduced 12.94%	5,060 $329,000
Q2 2022 Aug 12, 2022	BUY	$63.91 - $76.34 $145,395 - $173,673	2,275 Added 64.32%	5,812 $411,000
Q1 2022 May 16, 2022	BUY	$64.83 - $72.32 $19,449 - $21,695	300 Added 9.27%	3,537 $255,000
Q4 2021 Feb 15, 2022	BUY	$62.44 - $68.95 $202,118 - $223,191	3,237 New	3,237 $219,000

1,167

454M

1.67M

714K

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $36.4B
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...

Get notified when there are updates to the investment portfolio of Lifeworks Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Lifeworks Advisors, LLC with notifications on news.