Orgel Wealth Management, LLC Xcel Energy Inc Transaction History

Orgel Wealth Management, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 11, 2024	BUY	$55.03 - $63.33 $181,764 - $209,178	3,303 New	3,303 $204,000
Q2 2022 Jul 13, 2022	SELL	$63.91 - $76.34 $12,782 - $15,268	-200 Reduced 5.7%	3,307 $234,000
Q4 2021 Jan 24, 2022	SELL	$62.44 - $68.95 $2,247 - $2,482	-36 Reduced 1.02%	3,507 $237,000
Q3 2021 Oct 26, 2021	BUY	$61.42 - $70.61 $2,211 - $2,541	36 Added 1.03%	3,543 $221,000
Q2 2021 Jul 23, 2021	SELL	$65.71 - $72.59 $11,959 - $13,211	-182 Reduced 4.93%	3,507 $231,000
Q1 2021 Apr 28, 2021	BUY	$58.03 - $67.0 $214,072 - $247,163	3,689 New	3,689 $245,000
Q4 2020 Feb 08, 2021	SELL	$64.31 - $74.71 $208,042 - $241,686	-3,235 Closed	0 $0
Q3 2020 Nov 03, 2020	BUY	$63.24 - $72.45 $204,581 - $234,375	3,235 New	3,235 $223,000
Q2 2020 Jul 31, 2020	SELL	$57.86 - $67.15 $294,796 - $342,129	-5,095 Closed	0 $0
Q1 2020 Apr 28, 2020	BUY	$50.0 - $71.16 $254,750 - $362,560	5,095 New	5,095 $307,000
Q1 2018 Apr 25, 2018	SELL	$42.44 - $47.81 $185,208 - $208,642	-4,364 Closed	0 $0
Q4 2017 Feb 09, 2018	SELL	$47.18 - $51.8 $47,180 - $51,800	-1,000 Reduced 18.64%	4,364 $210,000
Q3 2017 Nov 13, 2017	BUY	$47.04 - $50.51 $252,322 - $270,935	5,364	5,364 $254,000

1,133

455M

1.67M

714K

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $38B
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...

Get notified when there are updates to the investment portfolio of Orgel Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Orgel Wealth Management, LLC with notifications on news.