Moneta Group Investment Advisors LLC Xcel Energy Inc Transaction History

Moneta Group Investment Advisors LLC

  • $9.24 Billion
  • Q3 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 3,645 shares of XEL stock, worth $245,673. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,645
Previous 3,799 4.05%
Holding current value
$245,673
Previous $202,000 17.82%
% of portfolio
0.0%
Previous 0.0%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$52.11 - $65.3 $8,024 - $10,056
-154 Reduced 4.05%
3,645 $238,000
Q2 2024

Aug 13, 2024
SELL
$52.53 - $56.74 $65,189 - $70,414
-1,241 Reduced 24.62%
3,799 $202,000
Q4 2023

Feb 15, 2024
BUY
$55.03 - $63.33 $30,321 - $34,894
551 Added 12.27%
5,040 $312,000
Q3 2023

Nov 15, 2023
BUY
$55.59 - $65.21 $60,092 - $70,492
1,081 Added 31.72%
4,489 $256,000
Q2 2023

Aug 15, 2023
SELL
$61.24 - $71.27 $50,523 - $58,797
-825 Reduced 19.49%
3,408 $211,000
Q1 2023

May 15, 2023
SELL
$63.22 - $72.78 $198,510 - $228,529
-3,140 Reduced 42.59%
4,233 $285,000
Q4 2022

Feb 16, 2023
BUY
$58.86 - $71.6 $240,031 - $291,984
4,078 Added 123.76%
7,373 $516,000
Q4 2022

Feb 16, 2023
SELL
$58.86 - $71.6 $194 Million - $236 Million
-3,291,813 Reduced 99.9%
3,295 $231,000
Q4 2022

Feb 15, 2023
BUY
$58.86 - $71.6 $194 Million - $236 Million
3,295,108 New
3,295,108 $231 Million
Q2 2022

Aug 15, 2022
SELL
$63.91 - $76.34 $222,278 - $265,510
-3,478 Closed
0 $0
Q1 2022

May 11, 2022
SELL
$64.83 - $72.32 $27,358 - $30,519
-422 Reduced 10.82%
3,478 $251,000
Q4 2021

Feb 11, 2022
SELL
$62.44 - $68.95 $18,232 - $20,133
-292 Reduced 6.97%
3,900 $264,000
Q3 2021

Nov 12, 2021
SELL
$61.42 - $70.61 $1,719 - $1,977
-28 Reduced 0.66%
4,192 $262,000
Q2 2021

Aug 13, 2021
BUY
$65.71 - $72.59 $657 - $725
10 Added 0.24%
4,220 $278,000
Q1 2021

May 14, 2021
SELL
$58.03 - $67.0 $16,828 - $19,430
-290 Reduced 6.44%
4,210 $280,000
Q4 2020

Feb 12, 2021
BUY
$64.31 - $74.71 $80,644 - $93,686
1,254 Added 38.63%
4,500 $300,000
Q3 2020

Nov 13, 2020
BUY
$63.24 - $72.45 $196,044 - $224,595
3,100 Added 2123.29%
3,246 $224,000
Q2 2018

Aug 15, 2018
SELL
$42.13 - $47.1 $17,905 - $20,017
-425 Reduced 74.43%
146 $7,000
Q2 2018

Aug 14, 2018
BUY
$42.13 - $47.1 $24,056 - $26,894
571 New
571 $27,000
Q1 2018

May 14, 2018
SELL
$42.44 - $47.81 $636 - $717
-15 Closed
0 $0
Q4 2017

Feb 13, 2018
BUY
$47.18 - $51.8 $707 - $777
15
15 $1,000

Others Institutions Holding XEL

# of Institutions
1,136
Shares Held
453M
Call Options Held
1.67M
Put Options Held
714K
View Full List

About XCEL ENERGY INC

XEL Quotes by TradingView
  • 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
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email