Sharkey, Howes & Javer Xcel Energy Inc Transaction History

Sharkey, Howes & Javer

$676 Million
Q4 2024

A detailed history of Sharkey, Howes & Javer transactions in Xcel Energy Inc stock. As of the latest transaction made, Sharkey, Howes & Javer holds 3,219 shares of XEL stock, worth $224,525. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,219

Holding current value

$224,525

% of portfolio

0.03%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$62.16 - $72.92 $200,093 - $234,729	3,219 New	3,219 $217,000
Q1 2023 Apr 18, 2023	BUY	$63.22 - $72.78 $1,074 - $1,237	17 Added 0.53%	3,206 $216,000
Q4 2022 Jan 30, 2023	BUY	$58.86 - $71.6 $1,059 - $1,288	18 Added 0.57%	3,189 $223,000
Q3 2022 Nov 02, 2022	SELL	$64.0 - $77.41 $140,288 - $169,682	-2,192 Reduced 40.87%	3,171 $203,000
Q2 2022 Jul 27, 2022	BUY	$63.91 - $76.34 $958 - $1,145	15 Added 0.28%	5,363 $379,000
Q1 2022 Apr 25, 2022	BUY	$64.83 - $72.32 $972 - $1,084	15 Added 0.28%	5,348 $386,000
Q4 2021 Feb 03, 2022	BUY	$62.44 - $68.95 $332,992 - $367,710	5,333 New	5,333 $361,000
Q3 2021 Oct 29, 2021	SELL	$61.42 - $70.61 $189,972 - $218,396	-3,093 Closed	0 $0
Q2 2021 Jul 28, 2021	BUY	$65.71 - $72.59 $919 - $1,016	14 Added 0.45%	3,093 $204,000
Q1 2021 Apr 21, 2021	BUY	$58.03 - $67.0 $812 - $938	14 Added 0.46%	3,079 $205,000
Q4 2020 Feb 04, 2021	BUY	$64.31 - $74.71 $836 - $971	13 Added 0.43%	3,065 $204,000
Q3 2020 Oct 21, 2020	BUY	$63.24 - $72.45 $193,008 - $221,117	3,052 New	3,052 $211,000
Q1 2020 Apr 24, 2020	SELL	$50.0 - $71.16 $158,250 - $225,221	-3,165 Closed	0 $0
Q4 2019 Jan 28, 2020	BUY	$60.07 - $64.95 $840 - $909	14 Added 0.44%	3,165 $201,000
Q3 2019 Nov 01, 2019	BUY	$59.43 - $65.82 $832 - $921	14 Added 0.45%	3,151 $204,000
Q2 2019 Jul 24, 2019	BUY	$54.68 - $61.54 $820 - $923	15 Added 0.48%	3,137 $187,000
Q1 2019 Apr 18, 2019	BUY	$48.03 - $57.36 $768 - $917	16 Added 0.52%	3,122 $175,000
Q4 2018 Jan 25, 2019	BUY	$47.12 - $53.68 $753 - $858	16 Added 0.52%	3,106 $153,000
Q3 2018 Oct 19, 2018	BUY	$45.16 - $49.29 $767 - $837	17 Added 0.55%	3,090 $146,000
Q2 2018 Jul 26, 2018	BUY	$42.13 - $47.1 $716 - $800	17 Added 0.56%	3,073 $140,000
Q1 2018 Apr 26, 2018	BUY	$42.44 - $47.81 $679 - $764	16 Added 0.53%	3,056 $138,000
Q4 2017 Feb 14, 2018	BUY	$47.18 - $51.8 $707 - $777	15 Added 0.5%	3,040 $146,000
Q3 2017 Oct 11, 2017	BUY	$47.04 - $50.51 $142,296 - $152,792	3,025	3,025 $145,000

Others Institutions Holding XEL

# of Institutions

1,216

Shares Held

481M

Call Options Held

2.2M

Put Options Held

301K

Vanguard Group Inc Valley Forge, PA

73.8M
Shares

$5.15 Billion
0.09% of portfolio
Black Rock Inc. New York, NY

45.9M
Shares

$3.2 Billion
0.06% of portfolio
State Street Corp Boston, MA

36.6M
Shares

$2.55 Billion
0.1% of portfolio
Bank Of America Corp Charlotte, NC

20.8M
Shares

$1.45 Billion
0.12% of portfolio
Price T Rowe Associates Inc Baltimore, MD

19.7M
Shares

$1.37 Billion
0.15% of portfolio

View Full List

About XCEL ENERGY INC

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $38.2B
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

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Sharkey, Howes & Javer Xcel Energy Inc Transaction History