Sound View Wealth Advisors Group, LLC Xcel Energy Inc Transaction History

Sound View Wealth Advisors Group, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	BUY	$55.03 - $63.33 $32,742 - $37,681	595 Added 14.19%	4,788 $296,000
Q3 2023 Nov 07, 2023	BUY	$55.59 - $65.21 $28,072 - $32,931	505 Added 13.69%	4,193 $239,000
Q2 2023 Aug 08, 2023	BUY	$61.24 - $71.27 $5,266 - $6,129	86 Added 2.39%	3,688 $229,000
Q1 2023 May 12, 2023	BUY	$63.22 - $72.78 $25,477 - $29,330	403 Added 12.6%	3,602 $242,000
Q4 2022 Feb 08, 2023	BUY	$58.86 - $71.6 $2,001 - $2,434	34 Added 1.07%	3,199 $224,000

Q2 2022 Aug 05, 2022	SELL	$63.91 - $76.34 $447 - $534	-7 Reduced 0.22%	3,165 $224,000
Q1 2022 May 11, 2022	BUY	$64.83 - $72.32 $453 - $506	7 Added 0.22%	3,172 $229,000
Q4 2021 Jan 20, 2022	BUY	$62.44 - $68.95 $197,622 - $218,226	3,165 New	3,165 $214,000
Q3 2021 Oct 21, 2021	SELL	$61.42 - $70.61 $194,394 - $223,480	-3,165 Closed	0 $0
Q1 2021 Apr 28, 2021	BUY	$58.03 - $67.0 $183,664 - $212,055	3,165 New	3,165 $211,000
Q4 2020 Feb 02, 2021	SELL	$64.31 - $74.71 $191,965 - $223,009	-2,985 Closed	0 $0
Q3 2020 Nov 09, 2020	BUY	$63.24 - $72.45 $188,771 - $216,263	2,985 New	2,985 $206,000

1,079

432M

2.32M

1.85M

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $28.9B
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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