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 14,148 shares of XEL stock, worth $936,597. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,148
Previous 13,150 7.59%
Holding current value
$936,597
Previous $702,000 31.48%
% of portfolio
0.01%
Previous 0.01%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$52.11 - $65.3 $52,005 - $65,169
998 Added 7.59%
14,148 $923,000
Q2 2024

Aug 02, 2024

BUY
$52.53 - $56.74 $218,367 - $235,868
4,157 Added 46.22%
13,150 $702,000
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

About XCEL ENERGY INC


  • Ticker XEL
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 546,990,976
  • Market Cap $36.2B
  • 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 Resources Investment Advisors, Llc. Portfolio

Follow Resources Investment Advisors, 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 Resources Investment Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Resources Investment Advisors, Llc. with notifications on news.