A detailed history of Mount Yale Investment Advisors, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 3,965 shares of XEL stock, worth $265,099. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,965
Previous 3,965 -0.0%
Holding current value
$265,099
Previous $211,000 22.27%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Aug 13, 2024

BUY
$52.53 - $56.74 $208,281 - $224,974
3,965 New
3,965 $211,000
Q4 2018

Feb 14, 2019

SELL
$47.12 - $53.68 $14,136 - $16,104
-300 Closed
0 $0
Q3 2018

Nov 13, 2018

SELL
$45.16 - $49.29 $72,256 - $78,864
-1,600 Reduced 84.21%
300 $15,000
Q1 2018

Jun 25, 2018

BUY
$42.44 - $47.81 $80,636 - $90,839
1,900 New
1,900 $86,000

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 $36.6B
  • 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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