A detailed history of Modern Wealth Management, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Modern Wealth Management, LLC holds 7,783 shares of XEL stock, worth $512,277. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,783
Previous 7,318 6.35%
Holding current value
$512,277
Previous $406 Million 2.42%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Aug 07, 2024

BUY
$52.53 - $56.74 $24,426 - $26,384
465 Added 6.35%
7,783 $416 Million
Q1 2024

May 13, 2024

BUY
$48.44 - $63.73 $26,884 - $35,370
555 Added 8.21%
7,318 $406 Million
Q4 2023

Feb 14, 2024

BUY
$55.03 - $63.33 $372,167 - $428,300
6,763 New
6,763 $419 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 $36B
  • 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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