A detailed history of Phillips Wealth Planners LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 3,270 shares of XEL stock, worth $219,744. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,270
Previous 3,300 0.91%
Holding current value
$219,744
Previous $211 Million 1.9%
% of portfolio
0.21%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025

SELL
$62.16 - $72.92 $1,864 - $2,187
-30 Reduced 0.91%
3,270 $207 Million
Q3 2024

Oct 28, 2024

BUY
$52.11 - $65.3 $171,963 - $215,490
3,300 New
3,300 $211 Million

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 $36.8B
  • 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
Track This Portfolio

Track Phillips Wealth Planners LLC Portfolio

Follow Phillips Wealth Planners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Wealth Planners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.