A detailed history of Mosaic Family Wealth Partners, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 10,642 shares of XEL stock, worth $717,270. This represents 0.1% of its overall portfolio holdings.

Number of Shares
10,642
Previous 10,479 1.56%
Holding current value
$717,270
Previous $560 Million 24.16%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Nov 13, 2024

BUY
$52.11 - $65.3 $8,493 - $10,643
163 Added 1.56%
10,642 $695 Million
Q1 2024

Jun 13, 2024

SELL
$48.44 - $63.73 $1,211 - $1,593
-25 Reduced 0.24%
10,479 $563 Million
Q4 2023

Jan 29, 2024

BUY
$55.03 - $63.33 $1,375 - $1,583
25 Added 0.24%
10,504 $650 Million
Q4 2022

Feb 14, 2023

BUY
$58.86 - $71.6 $616,793 - $750,296
10,479 New
10,479 $735 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 $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
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