A detailed history of Sigma Planning Corp transactions in Xcel Energy Inc stock. As of the latest transaction made, Sigma Planning Corp holds 13,409 shares of XEL stock, worth $903,766. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,409
Previous 18,874 28.96%
Holding current value
$903,766
Previous $1.01 Million 13.19%
% of portfolio
0.03%
Previous 0.03%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

SELL
$52.11 - $65.3 $284,781 - $356,864
-5,465 Reduced 28.96%
13,409 $875,000
Q2 2024

Aug 05, 2024

BUY
$52.53 - $56.74 $84,100 - $90,840
1,601 Added 9.27%
18,874 $1.01 Million
Q1 2024

May 01, 2024

BUY
$48.44 - $63.73 $213,087 - $280,348
4,399 Added 34.17%
17,273 $928,000
Q4 2023

Feb 01, 2024

SELL
$55.03 - $63.33 $232,776 - $267,885
-4,230 Reduced 24.73%
12,874 $797,000
Q3 2023

Nov 06, 2023

SELL
$55.59 - $65.21 $100,006 - $117,312
-1,799 Reduced 9.52%
17,104 $978,000
Q2 2023

Aug 01, 2023

SELL
$61.24 - $71.27 $13,901 - $16,178
-227 Reduced 1.19%
18,903 $1.18 Million
Q1 2023

May 05, 2023

BUY
$63.22 - $72.78 $26,299 - $30,276
416 Added 2.22%
19,130 $1.29 Million
Q4 2022

Jan 24, 2023

BUY
$58.86 - $71.6 $6,239 - $7,589
106 Added 0.57%
18,714 $0
Q3 2022

Nov 10, 2022

SELL
$64.0 - $77.41 $5,952 - $7,199
-93 Reduced 0.5%
18,608 $1.19 Million
Q2 2022

Aug 11, 2022

BUY
$63.91 - $76.34 $139,259 - $166,344
2,179 Added 13.19%
18,701 $1.32 Million
Q1 2022

Apr 20, 2022

SELL
$64.83 - $72.32 $70,275 - $78,394
-1,084 Reduced 6.16%
16,522 $1.19 Million
Q4 2021

Feb 02, 2022

BUY
$62.44 - $68.95 $28,222 - $31,165
452 Added 2.63%
17,606 $1.19 Million
Q3 2021

Oct 28, 2021

SELL
$61.42 - $70.61 $152,935 - $175,818
-2,490 Reduced 12.68%
17,154 $1.07 Million
Q2 2021

Aug 13, 2021

SELL
$65.71 - $72.59 $135,099 - $149,245
-2,056 Reduced 9.47%
19,644 $1.29 Million
Q1 2021

May 06, 2021

BUY
$58.03 - $67.0 $130,103 - $150,214
2,242 Added 11.52%
21,700 $1.44 Million
Q4 2020

Feb 09, 2021

SELL
$64.31 - $74.71 $134,922 - $156,741
-2,098 Reduced 9.73%
19,458 $1.3 Million
Q3 2020

Nov 03, 2020

SELL
$63.24 - $72.45 $74,117 - $84,911
-1,172 Reduced 5.16%
21,556 $1.49 Million
Q2 2020

Jul 31, 2020

SELL
$57.86 - $67.15 $19,325 - $22,428
-334 Reduced 1.45%
22,728 $1.42 Million
Q1 2020

May 01, 2020

BUY
$50.0 - $71.16 $26,650 - $37,928
533 Added 2.37%
23,062 $1.39 Million
Q4 2019

Feb 03, 2020

SELL
$60.07 - $64.95 $3,303 - $3,572
-55 Reduced 0.24%
22,529 $1.43 Million
Q3 2019

Nov 01, 2019

SELL
$59.43 - $65.82 $29,239 - $32,383
-492 Reduced 2.13%
22,584 $1.47 Million
Q2 2019

Aug 01, 2019

BUY
$54.68 - $61.54 $75,950 - $85,479
1,389 Added 6.4%
23,076 $1.37 Million
Q1 2019

May 01, 2019

SELL
$48.03 - $57.36 $8,789 - $10,496
-183 Reduced 0.84%
21,687 $1.22 Million
Q4 2018

Jan 31, 2019

SELL
$47.12 - $53.68 $123,925 - $141,178
-2,630 Reduced 10.73%
21,870 $1.08 Million
Q3 2018

Nov 07, 2018

BUY
$45.16 - $49.29 $32,018 - $34,946
709 Added 2.98%
24,500 $1.16 Million
Q2 2018

Aug 02, 2018

BUY
$42.13 - $47.1 $330,804 - $369,829
7,852 Added 49.26%
23,791 $1.09 Million
Q1 2018

May 11, 2018

SELL
$42.44 - $47.81 $17,867 - $20,128
-421 Reduced 2.57%
15,939 $725,000
Q4 2017

Feb 07, 2018

BUY
$47.18 - $51.8 $102,191 - $112,198
2,166 Added 15.26%
16,360 $787,000
Q3 2017

Nov 06, 2017

BUY
$47.04 - $50.51 $667,685 - $716,938
14,194
14,194 $672,000

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 $36.9B
  • 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
Track This Portfolio

Track Sigma Planning Corp Portfolio

Follow Sigma Planning Corp 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 Sigma Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Sigma Planning Corp with notifications on news.