A detailed history of Sowell Financial Services LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Sowell Financial Services LLC holds 12,633 shares of XEL stock, worth $662,348. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,633
Holding current value
$662,348
% of portfolio
0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$48.44 - $63.73 $611,942 - $805,101
12,633 New
12,633 $679,000
Q1 2023

May 12, 2023

BUY
$63.22 - $72.78 $385,325 - $443,594
6,095 New
6,095 $411,000
Q2 2021

Aug 05, 2021

SELL
$65.71 - $72.59 $438,482 - $484,393
-6,673 Closed
0 $0
Q1 2021

May 07, 2021

SELL
$58.03 - $67.0 $86,928 - $100,366
-1,498 Reduced 18.33%
6,673 $477,000
Q4 2020

Jan 13, 2021

BUY
$64.31 - $74.71 $40,450 - $46,992
629 Added 8.34%
8,171 $545,000
Q3 2020

Nov 12, 2020

SELL
$63.24 - $72.45 $185,799 - $212,858
-2,938 Reduced 28.03%
7,542 $520,000
Q2 2020

Aug 13, 2020

BUY
$57.86 - $67.15 $270,148 - $313,523
4,669 Added 80.35%
10,480 $655,000
Q1 2020

May 12, 2020

BUY
$50.0 - $71.16 $10,200 - $14,516
204 Added 3.64%
5,811 $350,000
Q4 2019

Feb 07, 2020

BUY
$60.07 - $64.95 $29,734 - $32,150
495 Added 9.68%
5,607 $355,000
Q3 2019

Nov 14, 2019

BUY
$59.43 - $65.82 $15,689 - $17,376
264 Added 5.45%
5,112 $332,000
Q1 2019

May 15, 2019

BUY
$48.03 - $57.36 $384 - $458
8 Added 0.17%
4,848 $0
Q4 2018

Mar 05, 2019

BUY
$47.12 - $53.68 $26,292 - $29,953
558 Added 13.03%
4,840 $238,000
Q3 2018

Nov 13, 2018

BUY
$45.16 - $49.29 $193,375 - $211,059
4,282 New
4,282 $202,000

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 $28.7B
  • 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 Sowell Financial Services LLC Portfolio

Follow Sowell Financial Services LLC 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 Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.