A detailed history of Segment Wealth Management, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Segment Wealth Management, LLC holds 6,201 shares of XEL stock, worth $500,048. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,201
Previous 6,066 2.23%
Holding current value
$500,048
Previous $413,000 21.07%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025

BUY
$67.56 - $80.65 $9,120 - $10,887
135 Added 2.23%
6,201 $500,000
Q2 2025

Jul 21, 2025

BUY
$65.65 - $72.39 $115,478 - $127,334
1,759 Added 40.84%
6,066 $413,000
Q1 2025

Apr 21, 2025

BUY
$63.37 - $72.1 $272,934 - $310,534
4,307 New
4,307 $304,000
Q1 2023

Apr 19, 2023

SELL
$63.22 - $72.78 $17,069 - $19,650
-270 Reduced 7.72%
3,229 $217,000
Q4 2021

Jan 24, 2022

BUY
$62.44 - $68.95 $218,477 - $241,256
3,499 New
3,499 $237,000

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 $44.1B
  • 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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