Paradigm, Strategies In Wealth Management, LLC Xcel Energy Inc Transaction History

Paradigm, Strategies In Wealth Management, LLC

$162 Million
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 15, 2021	SELL	$61.42 - $70.61 $106,932 - $122,932	-1,741 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	$65.71 - $72.59 $9,659 - $10,670	147 Added 9.22%	1,741 $115,000
Q1 2021 Apr 29, 2021	BUY	$58.03 - $67.0 $92,499 - $106,798	1,594 New	1,594 $106,000

Others Institutions Holding XEL

# of Institutions

1,079

Shares Held

432M

Call Options Held

2.32M

Put Options Held

1.85M

Vanguard Group Inc Valley Forge, PA

72.1M
Shares

$3.8 Billion
0.08% of portfolio
Black Rock Inc. New York, NY

48.8M
Shares

$2.57 Billion
0.06% of portfolio
State Street Corp Boston, MA

32.6M
Shares

$1.72 Billion
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

19.4M
Shares

$1.02 Billion
0.09% of portfolio
Massachusetts Financial Services CO Boston, MA

17.2M
Shares

$907 Million
0.29% of portfolio

View Full List

About XCEL ENERGY INC

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $28.8B
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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