A detailed history of Pathstone Family Office, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Pathstone Family Office, LLC holds 29,260 shares of XEL stock, worth $2.03 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
29,260
Previous 8,236 255.27%
Holding current value
$2.03 Million
Previous $512,000 226.95%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

BUY
$55.59 - $65.21 $1.17 Million - $1.37 Million
21,024 Added 255.27%
29,260 $1.67 Million
Q2 2023

Jan 12, 2024

SELL
$61.24 - $71.27 $1.16 Million - $1.35 Million
-19,004 Reduced 64.95%
10,256 $637,000
Q2 2023

Aug 14, 2023

BUY
$61.24 - $71.27 $108,211 - $125,934
1,767 Added 27.31%
8,236 $512,000
Q1 2023

May 15, 2023

SELL
$63.22 - $72.78 $800,744 - $921,831
-12,666 Reduced 66.19%
6,469 $436,000
Q4 2022

Oct 23, 2023

BUY
$58.86 - $71.6 $98,531 - $119,858
1,674 Added 45.53%
5,351 $375,000
Q4 2022

Feb 13, 2023

BUY
$58.86 - $71.6 $21,837 - $26,563
371 Added 1.98%
19,135 $1.34 Million
Q3 2022

Oct 23, 2023

SELL
$64.0 - $77.41 $291,776 - $352,912
-4,559 Reduced 55.35%
3,677 $235,000
Q3 2022

Nov 14, 2022

BUY
$64.0 - $77.41 $153,216 - $185,319
2,394 Added 14.62%
18,764 $1.2 Million
Q2 2022

Aug 15, 2022

BUY
$63.91 - $76.34 $1.05 Million - $1.25 Million
16,370 New
16,370 $1.16 Million
Q1 2021

May 14, 2021

SELL
$58.03 - $67.0 $406 - $469
-7 Closed
0 $0
Q1 2020

May 07, 2020

BUY
$50.0 - $71.16 $350 - $498
7 New
7 $422,000

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 $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...
More about XEL
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