A detailed history of Summit Financial, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Summit Financial, LLC holds 6,116 shares of XEL stock, worth $412,034. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,116
Previous 4,926 24.16%
Holding current value
$412,034
Previous $264,000 23.48%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$52.53 - $56.74 $62,510 - $67,520
1,190 Added 24.16%
6,116 $326,000
Q1 2024

Apr 24, 2024

SELL
$48.44 - $63.73 $2,518 - $3,313
-52 Reduced 1.04%
4,926 $264,000
Q4 2023

Feb 05, 2024

SELL
$55.03 - $63.33 $32,467 - $37,364
-590 Reduced 10.6%
4,978 $308,000
Q3 2023

Nov 07, 2023

SELL
$55.59 - $65.21 $13,675 - $16,041
-246 Reduced 4.23%
5,568 $318,000
Q2 2023

Aug 11, 2023

BUY
$61.24 - $71.27 $356,049 - $414,363
5,814 New
5,814 $361,000

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 $36.9B
  • 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...
More about XEL
Track This Portfolio

Track Summit Financial, LLC Portfolio

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

News

Stay updated on Summit Financial, LLC with notifications on news.