Patriot Financial Group Insurance Agency, LLC Xcel Energy Inc Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 Apr 29, 2021	SELL	$58.03 - $67.0 $17,699 - $20,435	-305 Closed	0 $0
Q3 2020 Oct 21, 2020	BUY	$63.24 - $72.45 $19,288 - $22,097	305 New	305 $21,000
Q4 2019 Jan 22, 2020	SELL	$60.07 - $64.95 $840 - $909	-14 Closed	0 $0
Q3 2019 Oct 25, 2019	SELL	$59.43 - $65.82 $1,248 - $1,382	-21 Reduced 60.0%	14 $1,000
Q1 2019 Apr 29, 2019	SELL	$48.03 - $57.36 $19,067 - $22,771	-397 Reduced 91.9%	35 $2,000
Q4 2018 Feb 04, 2019	BUY	$47.12 - $53.68 $20,355 - $23,189	432 New	432 $21,000

Others Institutions Holding XEL

# of Institutions

1,172

Shares Held

454M

Call Options Held

1.54M

Put Options Held

732K

Vanguard Group Inc Valley Forge, PA

72.9M
Shares

$4.87 Billion
0.09% of portfolio
Black Rock Inc. New York, NY

45.9M
Shares

$3.07 Billion
0.06% of portfolio
State Street Corp Boston, MA

37.1M
Shares

$2.48 Billion
0.1% of portfolio
Price T Rowe Associates Inc Baltimore, MD

20.5M
Shares

$1.37 Billion
0.15% of portfolio
Jpmorgan Chase & CO New York, NY

18.3M
Shares

$1.22 Billion
0.1% 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 $36.6B
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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