Resources Investment Advisors, Llc. Xcel Energy Inc Transaction History

Resources Investment Advisors, Llc.

$6.22 Billion
Q1 2024

A detailed history of Resources Investment Advisors, Llc. transactions in Xcel Energy Inc stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 8,993 shares of XEL stock, worth $471,502. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,993

Previous 8,509 5.69%

Holding current value

$471,502

Previous $526,000 8.17%

% of portfolio

0.01%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$48.44 - $63.73 $23,444 - $30,845	484 Added 5.69%	8,993 $483,000
Q4 2023 Feb 13, 2024	BUY	$55.03 - $63.33 $127,064 - $146,228	2,309 Added 37.24%	8,509 $526,000
Q3 2023 Nov 14, 2023	SELL	$55.59 - $65.21 $50,698 - $59,471	-912 Reduced 12.82%	6,200 $354,000
Q2 2023 Aug 07, 2023	BUY	$61.24 - $71.27 $68,405 - $79,608	1,117 Added 18.63%	7,112 $442,000
Q1 2023 May 10, 2023	BUY	$63.22 - $72.78 $41,093 - $47,307	650 Added 12.16%	5,995 $404,000

Q4 2022 Feb 02, 2023	BUY	$58.86 - $71.6 $21,189 - $25,775	360 Added 7.22%	5,345 $374,000
Q3 2022 Nov 08, 2022	SELL	$64.0 - $77.41 $8,704 - $10,527	-136 Reduced 2.66%	4,985 $319,000
Q2 2022 Aug 08, 2022	SELL	$63.91 - $76.34 $214,545 - $256,273	-3,357 Reduced 39.6%	5,121 $362,000
Q1 2022 May 05, 2022	BUY	$64.83 - $72.32 $25,154 - $28,060	388 Added 4.8%	8,478 $612,000
Q4 2021 Feb 23, 2022	BUY	$62.44 - $68.95 $202,555 - $223,673	3,244 Added 66.94%	8,090 $547,000
Q3 2021 Nov 05, 2021	SELL	$61.42 - $70.61 $161,166 - $185,280	-2,624 Reduced 35.13%	4,846 $302,000
Q2 2021 Aug 09, 2021	BUY	$65.71 - $72.59 $36,206 - $39,997	551 Added 7.96%	7,470 $492,000
Q1 2021 May 10, 2021	BUY	$58.03 - $67.0 $164,631 - $190,079	2,837 Added 69.5%	6,919 $460,000
Q4 2020 Feb 08, 2021	SELL	$64.31 - $74.71 $214,280 - $248,933	-3,332 Reduced 44.94%	4,082 $272,000
Q3 2020 Oct 09, 2020	SELL	$63.24 - $72.45 $10,497 - $12,026	-166 Reduced 2.19%	7,414 $511,000
Q2 2020 Aug 14, 2020	BUY	$57.86 - $67.15 $111,496 - $129,398	1,927 Added 34.09%	7,580 $473,000
Q1 2020 May 14, 2020	BUY	$50.0 - $71.16 $115,900 - $164,948	2,318 Added 69.51%	5,653 $340,000
Q3 2019 Nov 08, 2019	BUY	$59.43 - $65.82 $68,582 - $75,956	1,154 Added 52.91%	3,335 $216,000
Q1 2019 May 10, 2019	BUY	$48.03 - $57.36 $22,910 - $27,360	477 Added 27.99%	2,181 $0
Q4 2018 Feb 12, 2019	BUY	$47.12 - $53.68 $80,292 - $91,470	1,704 New	1,704 $84,000
Q3 2018 Nov 07, 2018	SELL	$45.16 - $49.29 $199,065 - $217,270	-4,408 Closed	0 $0
Q2 2018 Aug 15, 2018	SELL	$42.13 - $47.1 $18,284 - $20,441	-434 Reduced 8.96%	4,408 $201,000
Q1 2018 May 14, 2018	BUY	$42.44 - $47.81 $42 - $47	1 Added 0.02%	4,842 $220,000
Q4 2017 Jan 31, 2018	BUY	$47.18 - $51.8 $187,351 - $205,697	3,971 Added 456.44%	4,841 $232,000
Q3 2017 Nov 13, 2017	SELL	$47.04 - $50.51 $120,093 - $128,952	-2,553 Reduced 74.58%	870 $41,000
Q2 2017 Aug 14, 2017	BUY	N/A	3,423	3,423 $157,000

Others Institutions Holding XEL

# of Institutions

1,078

Shares Held

432M

Call Options Held

2.32M

Put Options Held

1.85M

View Full List

About XCEL ENERGY INC

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $28.7B
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...

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Resources Investment Advisors, Llc. Xcel Energy Inc Transaction History