A detailed history of Personal Cfo Solutions, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 5,771 shares of XEL stock, worth $400,853. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,771
Previous 5,787 0.28%
Holding current value
$400,853
Previous $309,000 21.68%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 14, 2024

SELL
$52.11 - $65.3 $833 - $1,044
-16 Reduced 0.28%
5,771 $376,000
Q2 2024

Aug 09, 2024

SELL
$52.53 - $56.74 $25,004 - $27,008
-476 Reduced 7.6%
5,787 $309,000
Q1 2024

May 13, 2024

BUY
$48.44 - $63.73 $15,258 - $20,074
315 Added 5.3%
6,263 $336,000
Q4 2023

Feb 13, 2024

SELL
$55.03 - $63.33 $12,326 - $14,185
-224 Reduced 3.63%
5,948 $368,000
Q3 2023

Nov 13, 2023

BUY
$55.59 - $65.21 $1,723 - $2,021
31 Added 0.5%
6,172 $353,000
Q2 2023

Aug 10, 2023

BUY
$61.24 - $71.27 $9,920 - $11,545
162 Added 2.71%
6,141 $381,000
Q1 2023

May 09, 2023

BUY
$63.22 - $72.78 $8,471 - $9,752
134 Added 2.29%
5,979 $403,000
Q4 2022

Feb 14, 2023

BUY
$58.86 - $71.6 $29,430 - $35,800
500 Added 9.35%
5,845 $409,000
Q3 2022

Nov 01, 2022

BUY
$64.0 - $77.41 $15,680 - $18,965
245 Added 4.8%
5,345 $342,000
Q2 2022

Aug 05, 2022

BUY
$63.91 - $76.34 $30,037 - $35,879
470 Added 10.15%
5,100 $361,000
Q1 2022

May 02, 2022

BUY
$64.83 - $72.32 $300,162 - $334,841
4,630 New
4,630 $334,000

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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