A detailed history of Marks Group Wealth Management, Inc transactions in Xcel Energy Inc stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 10,815 shares of XEL stock, worth $689,131. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,815
Previous 11,674 7.36%
Holding current value
$689,131
Previous $627,000 7.97%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Aug 14, 2024

SELL
$52.53 - $56.74 $45,123 - $48,739
-859 Reduced 7.36%
10,815 $577,000
Q2 2023

Jul 19, 2023

SELL
$61.24 - $71.27 $101,903 - $118,593
-1,664 Reduced 12.48%
11,674 $725,000
Q4 2022

Feb 06, 2023

BUY
$58.86 - $71.6 $49,501 - $60,215
841 Added 6.73%
13,338 $935,000
Q2 2022

Aug 09, 2022

BUY
$63.91 - $76.34 $66,722 - $79,698
1,044 Added 9.12%
12,497 $884,000
Q1 2022

May 10, 2022

BUY
$64.83 - $72.32 $101,523 - $113,253
1,566 Added 15.84%
11,453 $827,000
Q4 2021

Feb 14, 2022

BUY
$62.44 - $68.95 $330,432 - $364,883
5,292 Added 115.17%
9,887 $358,000
Q3 2021

Nov 15, 2021

SELL
$61.42 - $70.61 $15,355 - $17,652
-250 Reduced 5.16%
4,595 $287,000
Q3 2020

Nov 10, 2020

BUY
$63.24 - $72.45 $15,810 - $18,112
250 Added 5.44%
4,845 $334,000
Q1 2020

Apr 23, 2020

SELL
$50.0 - $71.16 $3,000 - $4,269
-60 Reduced 1.29%
4,595 $277,000
Q4 2019

Feb 12, 2020

BUY
$60.07 - $64.95 $279,625 - $302,342
4,655 New
4,655 $296,000

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 $34.9B
  • 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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