Spire Wealth Management Xcel Energy Inc Transaction History

Spire Wealth Management

$3.02 Billion
Q1 2025

A detailed history of Spire Wealth Management transactions in Xcel Energy Inc stock. As of the latest transaction made, Spire Wealth Management holds 7,140 shares of XEL stock, worth $492,374. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,140

Previous 6,867 3.98%

Holding current value

$492,374

Previous $463,000 9.07%

% of portfolio

0.02%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$63.37 - $72.1 $17,300 - $19,683	273 Added 3.98%	7,140 $505,000
Q4 2024 Jan 24, 2025	BUY	$62.16 - $72.92 $11,499 - $13,490	185 Added 2.77%	6,867 $463,000
Q3 2024 Oct 15, 2024	SELL	$52.11 - $65.3 $156 - $195	-3 Reduced 0.04%	6,682 $436,000
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

1,264

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 $37.7B
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