A detailed history of Quantum Financial Advisors, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 4,937 shares of XEL stock, worth $322,386. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,937
Previous 5,045 2.14%
Holding current value
$322,386
Previous $271,000 2.95%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Jul 15, 2024

SELL
$52.53 - $56.74 $5,673 - $6,127
-108 Reduced 2.14%
4,937 $263,000
Q1 2024

Apr 26, 2024

BUY
$48.44 - $63.73 $25,140 - $33,075
519 Added 11.47%
5,045 $271,000
Q4 2023

Jan 08, 2024

BUY
$55.03 - $63.33 $4,622 - $5,319
84 Added 1.89%
4,526 $280,000
Q4 2022

Jan 17, 2023

SELL
$58.86 - $71.6 $1,236 - $1,503
-21 Reduced 0.47%
4,442 $0
Q3 2022

Oct 24, 2022

BUY
$64.0 - $77.41 $64 - $77
1 Added 0.02%
4,463 $286,000
Q2 2022

Aug 15, 2022

BUY
$63.91 - $76.34 $285,166 - $340,629
4,462 New
4,462 $335,000

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 $35.7B
  • 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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