Mitchell & Pahl Private Wealth, LLC Xcel Energy Inc Transaction History

Mitchell & Pahl Private Wealth, LLC

$206 Million
Q4 2024

A detailed history of Mitchell & Pahl Private Wealth, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Mitchell & Pahl Private Wealth, LLC holds 23,770 shares of XEL stock, worth $1.64 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

23,770

Previous 22,319 6.5%

Holding current value

$1.64 Million

Previous $1.46 Million 10.09%

% of portfolio

0.78%

Previous 0.7%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$62.16 - $72.92 $90,194 - $105,806	1,451 Added 6.5%	23,770 $1.6 Million
Q3 2024 Oct 16, 2024	BUY	$52.11 - $65.3 $108,440 - $135,889	2,081 Added 10.28%	22,319 $1.46 Million
Q2 2024 Jul 12, 2024	BUY	$52.53 - $56.74 $36,665 - $39,604	698 Added 3.57%	20,238 $1.08 Million
Q1 2024 Apr 26, 2024	BUY	$48.44 - $63.73 $92,956 - $122,297	1,919 Added 10.89%	19,540 $1.05 Million
Q4 2023 Feb 08, 2024	SELL	$55.03 - $63.33 $9,630 - $11,082	-175 Reduced 0.98%	17,621 $1.09 Million
Q3 2023 Oct 31, 2023	BUY	$55.59 - $65.21 $138,196 - $162,112	2,486 Added 16.24%	17,796 $1.02 Million
Q2 2023 Aug 07, 2023	BUY	$61.24 - $71.27 $70,242 - $81,746	1,147 Added 8.1%	15,310 $951,000
Q1 2023 May 05, 2023	BUY	$63.22 - $72.78 $71,628 - $82,459	1,133 Added 8.7%	14,163 $955,000
Q4 2022 Feb 09, 2023	BUY	$58.86 - $71.6 $46,852 - $56,993	796 Added 6.51%	13,030 $913,000
Q3 2022 Nov 01, 2022	BUY	$64.0 - $77.41 $67,968 - $82,209	1,062 Added 9.51%	12,234 $783,000
Q2 2022 Jul 25, 2022	BUY	$63.91 - $76.34 $99,188 - $118,479	1,552 Added 16.13%	11,172 $791,000
Q1 2022 Apr 14, 2022	BUY	$64.83 - $72.32 $119,287 - $133,068	1,840 Added 23.65%	9,620 $694,000
Q4 2021 Jan 19, 2022	BUY	$62.44 - $68.95 $53,511 - $59,090	857 Added 12.38%	7,780 $527,000
Q3 2021 Nov 03, 2021	BUY	$61.42 - $70.61 $13,696 - $15,746	223 Added 3.33%	6,923 $433,000
Q2 2021 Jul 14, 2021	BUY	$65.71 - $72.59 $51,976 - $57,418	791 Added 13.39%	6,700 $441,000
Q1 2021 Apr 29, 2021	BUY	$58.03 - $67.0 $111,011 - $128,171	1,913 Added 47.87%	5,909 $393,000
Q4 2020 Feb 09, 2021	BUY	$64.31 - $74.71 $256,982 - $298,541	3,996 New	3,996 $266,000

Others Institutions Holding XEL

# of Institutions

1,216

Shares Held

481M

Call Options Held

2.2M

Put Options Held

301K

View Full List

About XCEL ENERGY INC

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $37.8B
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...

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Mitchell & Pahl Private Wealth, LLC Xcel Energy Inc Transaction History