Simon Quick Advisors, LLC Xcel Energy Inc Transaction History

Simon Quick Advisors, LLC

$1.73 Billion
Q1 2025

A detailed history of Simon Quick Advisors, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 7,496 shares of XEL stock, worth $519,697. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,496

Previous 6,101 22.87%

Holding current value

$519,697

Previous $411,000 28.95%

% of portfolio

0.03%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$63.37 - $72.1 $88,401 - $100,579	1,395 Added 22.87%	7,496 $530,000
Q4 2024 Jan 17, 2025	BUY	$62.16 - $72.92 $51,717 - $60,669	832 Added 15.79%	6,101 $411,000
Q3 2024 Oct 15, 2024	BUY	$52.11 - $65.3 $15,320 - $19,198	294 Added 5.91%	5,269 $344,000
Q2 2024 Aug 02, 2024	BUY	$52.53 - $56.74 $17,912 - $19,348	341 Added 7.36%	4,975 $265,000
Q1 2024 Apr 19, 2024	SELL	$48.44 - $63.73 $13,030 - $17,143	-269 Reduced 5.49%	4,634 $249,000
Q4 2023 Jan 16, 2024	BUY	$55.03 - $63.33 $34,338 - $39,517	624 Added 14.58%	4,903 $303,000
Q3 2023 Oct 24, 2023	BUY	$55.59 - $65.21 $3,946 - $4,629	71 Added 1.69%	4,279 $244,000
Q2 2023 Aug 01, 2023	BUY	$61.24 - $71.27 $918 - $1,069	15 Added 0.36%	4,208 $261,000
Q1 2023 May 15, 2023	BUY	$63.22 - $72.78 $22,695 - $26,128	359 Added 9.36%	4,193 $282,000
Q4 2022 Jan 30, 2023	BUY	$58.86 - $71.6 $14,244 - $17,327	242 Added 6.74%	3,834 $268,000
Q3 2022 Nov 07, 2022	BUY	$64.0 - $77.41 $3,584 - $4,334	56 Added 1.58%	3,592 $230,000
Q2 2022 Aug 08, 2022	BUY	$63.91 - $76.34 $225,985 - $269,938	3,536 New	3,536 $261,000
Q1 2020 Apr 09, 2020	SELL	$50.0 - $71.16 $4,700 - $6,689	-94 Closed	0 $0
Q4 2019 Jan 06, 2020	BUY	$60.07 - $64.95 $5,646 - $6,105	94 New	94 $6,000
Q4 2018 Jan 29, 2019	SELL	$47.12 - $53.68 $2,450 - $2,791	-52 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	$47.18 - $51.8 $2,453 - $2,693	52	52 $2,000

Others Institutions Holding XEL

# of Institutions

1,265

Shares Held

489M

Call Options Held

2.11M

Put Options Held

306K

View Full List

About XCEL ENERGY INC

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $37.9B
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...

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Simon Quick Advisors, LLC Xcel Energy Inc Transaction History