Prestige Wealth Management Group LLC Xcel Energy Inc Transaction History

Prestige Wealth Management Group LLC

$460 Million
Q3 2024

A detailed history of Prestige Wealth Management Group LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 631 shares of XEL stock, worth $43,829. This represents 0.01% of its overall portfolio holdings.

Number of Shares

631

Previous 639 1.25%

Holding current value

$43,829

Previous $34,000 20.59%

% of portfolio

0.01%

Previous 0.01%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$52.11 - $65.3 $416 - $522	-8 Reduced 1.25%	631 $41,000
Q2 2024 Aug 06, 2024	SELL	$52.53 - $56.74 $14,445 - $15,603	-275 Reduced 30.09%	639 $34,000
Q1 2024 Apr 26, 2024	SELL	$48.44 - $63.73 $10,559 - $13,893	-218 Reduced 19.26%	914 $49,000
Q4 2023 Apr 26, 2024	SELL	$55.03 - $63.33 $2,641 - $3,039	-48 Reduced 4.07%	1,132 $70,000
Q4 2023 Feb 08, 2024	SELL	$55.03 - $63.33 $2,641 - $3,039	-48 Reduced 4.07%	1,132 $70,000
Q3 2023 Apr 26, 2024	BUY	$55.59 - $65.21 $8,783 - $10,303	158 Added 15.46%	1,180 $67,000
Q3 2023 Nov 13, 2023	BUY	$55.59 - $65.21 $8,783 - $10,303	158 Added 15.46%	1,180 $67,000
Q2 2023 Apr 26, 2024	SELL	$61.24 - $71.27 $139,259 - $162,067	-2,274 Reduced 68.99%	1,022 $63,000
Q2 2023 Aug 11, 2023	SELL	$61.24 - $71.27 $139,259 - $162,067	-2,274 Reduced 68.99%	1,022 $63,000
Q1 2023 Apr 26, 2024	BUY	$63.22 - $72.78 $150,590 - $173,361	2,382 Added 260.61%	3,296 $222,000
Q1 2023 May 16, 2023	BUY	$63.22 - $72.78 $18,839 - $21,688	298 Added 9.94%	3,296 $222,000
Q4 2022 Feb 07, 2023	BUY	$58.86 - $71.6 $11,595 - $14,105	197 Added 7.03%	2,998 $210,000
Q3 2022 Nov 01, 2022	SELL	$64.0 - $77.41 $1,152 - $1,393	-18 Reduced 0.64%	2,801 $181,000
Q2 2022 Aug 10, 2022	BUY	$63.91 - $76.34 $29,462 - $35,192	461 Added 19.55%	2,819 $201,000
Q1 2022 May 05, 2022	BUY	$64.83 - $72.32 $4,927 - $5,496	76 Added 3.33%	2,358 $170,000
Q4 2021 Feb 15, 2022	BUY	$62.44 - $68.95 $8,054 - $8,894	129 Added 5.99%	2,282 $155,000
Q3 2021 Nov 12, 2021	BUY	$61.42 - $70.61 $20,637 - $23,724	336 Added 18.49%	2,153 $134,000
Q2 2021 Aug 12, 2021	BUY	$65.71 - $72.59 $5,848 - $6,460	89 Added 5.15%	1,817 $120,000
Q1 2021 May 13, 2021	BUY	$58.03 - $67.0 $174 - $201	3 Added 0.17%	1,728 $115,000
Q4 2020 Feb 17, 2021	SELL	$64.31 - $74.71 $31,447 - $36,533	-489 Reduced 22.09%	1,725 $115,000
Q3 2020 Oct 26, 2020	BUY	$63.24 - $72.45 $15,810 - $18,112	250 Added 12.73%	2,214 $153,000
Q2 2020 Aug 13, 2020	BUY	$57.86 - $67.15 $53,173 - $61,710	919 Added 87.94%	1,964 $122,000
Q1 2020 May 15, 2020	BUY	$50.0 - $71.16 $29,000 - $41,272	580 Added 124.73%	1,045 $63,000
Q4 2019 Jan 28, 2020	SELL	$60.07 - $64.95 $4,805 - $5,196	-80 Reduced 14.68%	465 $30,000
Q3 2019 Nov 14, 2019	BUY	$59.43 - $65.82 $5,110 - $5,660	86 Added 18.74%	545 $35,000
Q1 2019 Aug 16, 2019	SELL	$48.03 - $57.36 $8,645 - $10,324	-180 Reduced 28.17%	459 $26,000
Q4 2018 Apr 16, 2019	BUY	$47.12 - $53.68 $30,109 - $34,301	639 New	639 $32,000

Others Institutions Holding XEL

# of Institutions

1,133

Shares Held

455M

Call Options Held

1.67M

Put Options Held

714K

View Full List

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...

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Prestige Wealth Management Group LLC Xcel Energy Inc Transaction History