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 4,634 shares of XEL stock, worth $246,528. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,634
Previous 4,903 5.49%
Holding current value
$246,528
Previous $303,000 17.82%
% of portfolio
0.02%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About XCEL ENERGY INC


  • Ticker XEL
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 546,990,976
  • Market Cap $29.1B
  • 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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