Nicolet Advisory Services, LLC Xcel Energy Inc Transaction History

Nicolet Advisory Services, LLC

$1.04 Billion
Q1 2025

A detailed history of Nicolet Advisory Services, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Nicolet Advisory Services, LLC holds 8,140 shares of XEL stock, worth $555,392. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,140

Previous 7,413 9.81%

Holding current value

$555,392

Previous $500,000 15.2%

% of portfolio

0.06%

Previous 0.05%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$63.37 - $72.1 $46,069 - $52,416	727 Added 9.81%	8,140 $576,000
Q4 2024 Feb 12, 2025	BUY	$62.16 - $72.92 $14,421 - $16,917	232 Added 3.23%	7,413 $500,000
Q3 2024 Nov 12, 2024	SELL	$52.11 - $65.3 $21,469 - $26,903	-412 Reduced 5.43%	7,181 $468,000
Q2 2024 Aug 14, 2024	BUY	$52.53 - $56.74 $64,664 - $69,846	1,231 Added 19.35%	7,593 $405,000
Q1 2024 May 09, 2024	BUY	$48.44 - $63.73 $110,297 - $145,113	2,277 Added 55.74%	6,362 $341,000
Q4 2023 Feb 13, 2024	BUY	$55.03 - $63.33 $26,689 - $30,715	485 Added 13.47%	4,085 $252,000
Q3 2023 Nov 07, 2023	BUY	$55.59 - $65.21 $11,896 - $13,954	214 Added 6.32%	3,600 $205,000
Q2 2023 Aug 09, 2023	SELL	$61.24 - $71.27 $8,512 - $9,906	-139 Reduced 3.94%	3,386 $210,000
Q1 2023 May 09, 2023	BUY	$63.22 - $72.78 $222,850 - $256,549	3,525 New	3,525 $237,000
Q2 2021 Aug 11, 2021	SELL	$65.71 - $72.59 $217,828 - $240,635	-3,315 Closed	0 $0
Q1 2021 May 03, 2021	SELL	$58.03 - $67.0 $40,911 - $47,235	-705 Reduced 17.54%	3,315 $220,000
Q4 2020 Feb 09, 2021	BUY	$64.31 - $74.71 $48,168 - $55,957	749 Added 22.9%	4,020 $268,000
Q3 2020 Oct 27, 2020	SELL	$63.24 - $72.45 $285,844 - $327,474	-4,520 Reduced 58.02%	3,271 $226,000
Q2 2020 Aug 14, 2020	SELL	$57.86 - $67.15 $36,798 - $42,707	-636 Reduced 7.55%	7,791 $487,000
Q1 2020 Apr 21, 2020	BUY	$50.0 - $71.16 $237,350 - $337,796	4,747 Added 128.99%	8,427 $508,000
Q4 2019 Jan 23, 2020	BUY	$60.07 - $64.95 $8,590 - $9,287	143 Added 4.04%	3,680 $234,000
Q3 2019 Oct 22, 2019	BUY	$59.43 - $65.82 $237 - $263	4 Added 0.11%	3,537 $230,000
Q2 2019 Jul 26, 2019	BUY	$54.68 - $61.54 $193,184 - $217,420	3,533 New	3,533 $210,000

Others Institutions Holding XEL

# of Institutions

1,264

Shares Held

489M

Call Options Held

2.11M

Put Options Held

306K

View Full List

About XCEL ENERGY INC

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $37.3B
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...

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Nicolet Advisory Services, LLC Xcel Energy Inc Transaction History