A detailed history of Planning Center, Inc. transactions in Xcel Energy Inc stock. As of the latest transaction made, Planning Center, Inc. holds 3,805 shares of XEL stock, worth $252,652. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,805
Previous 3,805 -0.0%
Holding current value
$252,652
Previous $203,000 22.17%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$52.53 - $56.74 $52 - $56
-1 Reduced 0.03%
3,805 $203,000
Q1 2024

Apr 22, 2024

SELL
$48.44 - $63.73 $96 - $127
-2 Reduced 0.05%
3,806 $204,000
Q4 2023

Jan 22, 2024

SELL
$55.03 - $63.33 $142,802 - $164,341
-2,595 Reduced 40.53%
3,808 $235,000
Q2 2023

Jul 20, 2023

BUY
$61.24 - $71.27 $1,041 - $1,211
17 Added 0.27%
6,403 $398,000
Q4 2022

Jan 27, 2023

BUY
$58.86 - $71.6 $112,246 - $136,541
1,907 Added 42.58%
6,386 $447,000
Q4 2021

Feb 15, 2022

BUY
$62.44 - $68.95 $279,668 - $308,827
4,479 New
4,479 $312,000

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 $36.3B
  • 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 Planning Center, Inc. Portfolio

Follow Planning Center, Inc. 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 Planning Center, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Planning Center, Inc. with notifications on news.