A detailed history of Sc&H Financial Advisors, Inc. transactions in Xcel Energy Inc stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 7,854 shares of XEL stock, worth $413,827. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,854
Previous 8,649 9.19%
Holding current value
$413,827
Previous $535,000 21.12%
% of portfolio
0.11%
Previous 0.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

SELL
$48.44 - $63.73 $38,509 - $50,665
-795 Reduced 9.19%
7,854 $422,000
Q4 2023

Feb 01, 2024

SELL
$55.03 - $63.33 $31,477 - $36,224
-572 Reduced 6.2%
8,649 $535,000
Q3 2023

Oct 30, 2023

SELL
$55.59 - $65.21 $13,341 - $15,650
-240 Reduced 2.54%
9,221 $527,000
Q2 2023

Aug 07, 2023

SELL
$61.24 - $71.27 $46,052 - $53,595
-752 Reduced 7.36%
9,461 $588,000
Q1 2023

May 12, 2023

BUY
$63.22 - $72.78 $32,305 - $37,190
511 Added 5.27%
10,213 $688,000
Q4 2022

Feb 10, 2023

SELL
$58.86 - $71.6 $32,961 - $40,096
-560 Reduced 5.46%
9,702 $680,000
Q3 2022

Nov 09, 2022

SELL
$64.0 - $77.41 $32,000 - $38,705
-500 Reduced 4.65%
10,262 $657,000
Q2 2022

Aug 10, 2022

BUY
$63.91 - $76.34 $184,699 - $220,622
2,890 Added 36.71%
10,762 $762,000
Q1 2022

May 10, 2022

SELL
$64.83 - $72.32 $19,189 - $21,406
-296 Reduced 3.62%
7,872 $568,000
Q4 2021

Feb 10, 2022

BUY
$62.44 - $68.95 $510,009 - $563,183
8,168 New
8,168 $553,000

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 $28.8B
  • 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 Sc&H Financial Advisors, Inc. Portfolio

Follow Sc&H Financial Advisors, Inc. 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 Sc&H Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sc&H Financial Advisors, Inc. with notifications on news.