Sheets Smith Wealth Management Xcel Energy Inc Transaction History

Sheets Smith Wealth Management

$828 Million
Q2 2024

A detailed history of Sheets Smith Wealth Management transactions in Xcel Energy Inc stock. As of the latest transaction made, Sheets Smith Wealth Management holds 7,899 shares of XEL stock, worth $508,379. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,899

Previous 9,399 15.96%

Holding current value

$508,379

Previous $505,000 16.63%

% of portfolio

0.05%

Previous 0.06%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$52.53 - $56.74 $78,795 - $85,110	-1,500 Reduced 15.96%	7,899 $421,000
Q1 2024 May 08, 2024	SELL	$48.44 - $63.73 $58,128 - $76,476	-1,200 Reduced 11.32%	9,399 $505,000
Q4 2023 Feb 06, 2024	SELL	$55.03 - $63.33 $45,674 - $52,563	-830 Reduced 7.26%	10,599 $656,000
Q1 2023 May 26, 2023	BUY	$63.22 - $72.78 $718,305 - $826,926	11,362 Added 16958.21%	11,429 $770,000
Q1 2023 May 12, 2023	SELL	$63.22 - $72.78 $860,550 - $990,681	-13,612 Reduced 99.51%	67 $4,000
Q3 2022 Nov 01, 2022	BUY	$64.0 - $77.41 $320,000 - $387,050	5,000 Added 57.61%	13,679 $875,000
Q2 2022 Jul 27, 2022	SELL	$63.91 - $76.34 $319,613 - $381,776	-5,001 Reduced 36.56%	8,679 $614,000
Q1 2022 May 02, 2022	SELL	$64.83 - $72.32 $923,827 - $1.03 Million	-14,250 Reduced 51.02%	13,680 $987,000
Q4 2020 Jan 13, 2021	BUY	$64.31 - $74.71 $5,144 - $5,976	80 Added 0.29%	27,930 $1.86 Million
Q3 2019 Oct 28, 2019	SELL	$59.43 - $65.82 $445,725 - $493,649	-7,500 Reduced 21.22%	27,850 $1.81 Million
Q2 2019 Jul 12, 2019	SELL	$54.68 - $61.54 $6,835 - $7,692	-125 Reduced 0.35%	35,350 $2.1 Million
Q4 2017 Jan 12, 2018	SELL	$47.18 - $51.8 $278,362 - $305,620	-5,900 Reduced 14.26%	35,475 $1.71 Million
Q3 2017 Oct 12, 2017	BUY	$47.04 - $50.51 $1.95 Million - $2.09 Million	41,375	41,375 $1.96 Million

Others Institutions Holding XEL

# of Institutions

1,071

Shares Held

434M

Call Options Held

1.75M

Put Options Held

989K

View Full List

About XCEL ENERGY INC

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $35.2B
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...

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Sheets Smith Wealth Management Xcel Energy Inc Transaction History