A detailed history of Sequoia Financial Advisors, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 8,102 shares of XEL stock, worth $516,259. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,102
Previous 5,893 37.49%
Holding current value
$516,259
Previous $316,000 36.71%
% of portfolio
0.01%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

BUY
$52.53 - $56.74 $116,038 - $125,338
2,209 Added 37.49%
8,102 $432,000
Q1 2024

Apr 30, 2024

SELL
$48.44 - $63.73 $299,359 - $393,851
-6,180 Reduced 51.19%
5,893 $316,000
Q4 2023

Jan 25, 2024

BUY
$55.03 - $63.33 $326,658 - $375,926
5,936 Added 96.72%
12,073 $747,000
Q3 2023

Nov 08, 2023

SELL
$55.59 - $65.21 $31,185 - $36,582
-561 Reduced 8.38%
6,137 $351,000
Q2 2023

Aug 08, 2023

BUY
$61.24 - $71.27 $48,012 - $55,875
784 Added 13.26%
6,698 $416,000
Q1 2023

Apr 24, 2023

BUY
$63.22 - $72.78 $16,879 - $19,432
267 Added 4.73%
5,914 $398,000
Q4 2022

Jan 17, 2023

BUY
$58.86 - $71.6 $106,654 - $129,739
1,812 Added 47.25%
5,647 $0
Q3 2022

Oct 26, 2022

BUY
$64.0 - $77.41 $12,224 - $14,785
191 Added 5.24%
3,835 $245,000
Q2 2022

Jul 22, 2022

SELL
$63.91 - $76.34 $8,372 - $10,000
-131 Reduced 3.47%
3,644 $258,000
Q1 2022

May 13, 2022

BUY
$64.83 - $72.32 $19,708 - $21,985
304 Added 8.76%
3,775 $272,000
Q4 2021

Feb 11, 2022

BUY
$62.44 - $68.95 $216,729 - $239,325
3,471 New
3,471 $235,000
Q3 2021

Oct 26, 2021

SELL
$61.42 - $70.61 $217,181 - $249,676
-3,536 Closed
0 $0
Q2 2021

Jul 27, 2021

BUY
$65.71 - $72.59 $232,350 - $256,678
3,536 New
3,536 $233,000

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 $34.9B
  • 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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