A detailed history of Roosevelt Investment Group LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Roosevelt Investment Group LLC holds 14,100 shares of XEL stock, worth $979,385. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,100
Previous 14,100 -0.0%
Holding current value
$979,385
Previous $998,000 9.62%
% of portfolio
0.06%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 03, 2022

SELL
$63.91 - $76.34 $17,319 - $20,688
-271 Reduced 1.89%
14,100 $998,000
Q4 2021

Feb 02, 2022

BUY
$62.44 - $68.95 $25,787 - $28,476
413 Added 2.96%
14,371 $973,000
Q1 2021

May 04, 2021

SELL
$58.03 - $67.0 $126,447 - $145,993
-2,179 Reduced 13.5%
13,958 $928,000
Q4 2020

Feb 12, 2021

BUY
$64.31 - $74.71 $514 - $597
8 Added 0.05%
16,137 $1.08 Million
Q3 2020

Nov 12, 2020

BUY
$63.24 - $72.45 $1.02 Million - $1.17 Million
16,129 New
16,129 $1.11 Million

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 $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...
More about XEL
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