A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Xcel Energy Inc stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 427 shares of XEL stock, worth $28,779. This represents 0.0% of its overall portfolio holdings.

Number of Shares
427
Previous 407 4.91%
Holding current value
$28,779
Previous $21,000 28.57%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 15, 2024

BUY
$52.11 - $65.3 $1,042 - $1,306
20 Added 4.91%
427 $27,000
Q4 2023

Feb 06, 2024

BUY
$55.03 - $63.33 $22,397 - $25,775
407 New
407 $25,000
Q4 2020

Feb 16, 2021

SELL
$64.31 - $74.71 $26,174 - $30,406
-407 Closed
0 $0
Q3 2020

Nov 16, 2020

BUY
$63.24 - $72.45 $25,738 - $29,487
407 New
407 $28,000

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 $36.9B
  • 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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