A detailed history of Lummis Asset Management, LP transactions in Xcel Energy Inc stock. As of the latest transaction made, Lummis Asset Management, LP holds 4,949 shares of XEL stock, worth $333,562. This represents 0.38% of its overall portfolio holdings.

Number of Shares
4,949
Previous 4,949 -0.0%
Holding current value
$333,562
Previous $264 Million 22.26%
% of portfolio
0.38%
Previous 0.35%

Shares

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

Aug 14, 2024

BUY
$52.53 - $56.74 $87,514 - $94,528
1,666 Added 50.75%
4,949 $264 Million
Q4 2023

Feb 14, 2024

BUY
$55.03 - $63.33 $180,663 - $207,912
3,283 New
3,283 $203 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 $36.9B
  • 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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