A detailed history of Montag A & Associates Inc transactions in Xcel Energy Inc stock. As of the latest transaction made, Montag A & Associates Inc holds 4,012 shares of XEL stock, worth $275,423. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,012
Previous 4,422 9.27%
Holding current value
$275,423
Previous $236,000 10.59%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 05, 2024

SELL
$52.11 - $65.3 $21,365 - $26,773
-410 Reduced 9.27%
4,012 $261,000
Q1 2024

May 07, 2024

SELL
$48.44 - $63.73 $19,860 - $26,129
-410 Reduced 8.49%
4,422 $237,000
Q2 2023

Aug 09, 2023

BUY
$61.24 - $71.27 $306 - $356
5 Added 0.1%
4,832 $300,000
Q4 2022

Feb 02, 2023

BUY
$58.86 - $71.6 $4,296 - $5,226
73 Added 1.54%
4,827 $338,000
Q4 2021

Feb 09, 2022

BUY
$62.44 - $68.95 $76,801 - $84,808
1,230 Added 34.9%
4,754 $321,000
Q3 2021

Nov 08, 2021

SELL
$61.42 - $70.61 $28,253 - $32,480
-460 Reduced 11.55%
3,524 $220,000
Q3 2019

Nov 04, 2019

SELL
$59.43 - $65.82 $1,129 - $1,250
-19 Reduced 0.47%
3,984 $259,000
Q2 2019

Aug 06, 2019

BUY
$54.68 - $61.54 $218,884 - $246,344
4,003 New
4,003 $238,000

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 $37.6B
  • 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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