Peak Financial Advisors LLC Xcel Energy Inc Transaction History

Peak Financial Advisors LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 10, 2023	BUY	$61.24 - $71.27 $233,018 - $271,182	3,805 Added 12.29%	34,766 $2.16 Million
Q1 2023 Apr 18, 2023	SELL	$63.22 - $72.78 $86,927 - $100,072	-1,375 Reduced 4.25%	30,961 $2.09 Million
Q4 2022 Jan 12, 2023	BUY	$58.86 - $71.6 $462,345 - $562,418	7,855 Added 32.09%	32,336 $2.27 Billion
Q3 2022 Oct 26, 2022	BUY	$64.0 - $77.41 $65,088 - $78,725	1,017 Added 4.33%	24,481 $1.57 Million
Q2 2022 Jul 14, 2022	BUY	$63.91 - $76.34 $1.5 Million - $1.79 Million	23,464 New	23,464 $1.66 Million

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 Peak Financial Advisors LLC, based on Form 13F filings with the SEC.

Stay updated on Peak Financial Advisors LLC with notifications on news.