Spire Wealth Management Xcel Energy Inc Transaction History

Spire Wealth Management

$2.83 Billion
Q2 2024

A detailed history of Spire Wealth Management transactions in Xcel Energy Inc stock. As of the latest transaction made, Spire Wealth Management holds 6,685 shares of XEL stock, worth $436,530. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,685

Previous 5,786 15.54%

Holding current value

$436,530

Previous $310,000 15.16%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$52.53 - $56.74 $47,224 - $51,009	899 Added 15.54%	6,685 $357,000
Q1 2024 Apr 24, 2024	SELL	$48.44 - $63.73 $26,448 - $34,796	-546 Reduced 8.62%	5,786 $310,000
Q4 2023 Feb 06, 2024	SELL	$55.03 - $63.33 $33,568 - $38,631	-610 Reduced 8.79%	6,332 $392,000
Q3 2023 Nov 08, 2023	BUY	$55.59 - $65.21 $2,723 - $3,195	49 Added 0.71%	6,942 $397,000
Q2 2023 Aug 09, 2023	SELL	$61.24 - $71.27 $21,066 - $24,516	-344 Reduced 4.75%	6,893 $428,000
Q1 2023 May 09, 2023	SELL	$63.22 - $72.78 $2.73 Million - $3.14 Million	-43,128 Reduced 85.63%	7,237 $488,000
Q4 2022 Feb 03, 2023	SELL	$58.86 - $71.6 $47,676 - $57,995	-810 Reduced 1.58%	50,365 $3.53 Million
Q3 2022 Nov 07, 2022	SELL	$64.0 - $77.41 $1.38 Million - $1.67 Million	-21,623 Reduced 29.7%	51,175 $3.28 Million
Q2 2022 Jul 22, 2022	BUY	$63.91 - $76.34 $4.25 Million - $5.08 Million	66,523 Added 1060.13%	72,798 $5.15 Million
Q1 2022 Apr 18, 2022	SELL	$64.83 - $72.32 $4,473 - $4,990	-69 Reduced 1.09%	6,275 $453,000
Q4 2021 Jan 14, 2022	BUY	$62.44 - $68.95 $12,675 - $13,996	203 Added 3.31%	6,344 $429,000
Q3 2021 Oct 22, 2021	SELL	$61.42 - $70.61 $2,456 - $2,824	-40 Reduced 0.65%	6,141 $384,000
Q2 2021 Jul 26, 2021	SELL	$65.71 - $72.59 $14,259 - $15,752	-217 Reduced 3.39%	6,181 $407,000
Q1 2021 May 21, 2021	BUY	$58.03 - $67.0 $371,275 - $428,666	6,398 New	6,398 $426,000

Others Institutions Holding XEL

# of Institutions

1,072

Shares Held

434M

Call Options Held

1.75M

Put Options Held

989K

View Full List

About XCEL ENERGY INC

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $35.7B
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...

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Spire Wealth Management Xcel Energy Inc Transaction History