Tci Wealth Advisors, Inc. Xcel Energy Inc Transaction History

Tci Wealth Advisors, Inc.

$1.15 Billion
Q1 2025

A detailed history of Tci Wealth Advisors, Inc. transactions in Xcel Energy Inc stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 4,180 shares of XEL stock, worth $293,018. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,180

Previous 4,307 2.95%

Holding current value

$293,018

Previous $290,000 1.72%

% of portfolio

0.03%

Previous 0.03%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$63.37 - $72.1 $8,047 - $9,156	-127 Reduced 2.95%	4,180 $295,000
Q4 2024 Jan 23, 2025	BUY	$62.16 - $72.92 $7,210 - $8,458	116 Added 2.77%	4,307 $290,000
Q3 2024 Oct 24, 2024	SELL	$52.11 - $65.3 $156 - $195	-3 Reduced 0.07%	4,191 $273,000
Q2 2024 Jul 30, 2024	SELL	$52.53 - $56.74 $525 - $567	-10 Reduced 0.24%	4,194 $224,000
Q1 2024 May 07, 2024	SELL	$48.44 - $63.73 $1,404 - $1,848	-29 Reduced 0.69%	4,204 $225,000
Q4 2023 Feb 06, 2024	BUY	$55.03 - $63.33 $3,411 - $3,926	62 Added 1.49%	4,233 $262,000
Q3 2023 Oct 31, 2023	SELL	$55.59 - $65.21 $6,170 - $7,238	-111 Reduced 2.59%	4,171 $238,000
Q2 2023 Aug 04, 2023	SELL	$61.24 - $71.27 $49,849 - $58,013	-814 Reduced 15.97%	4,282 $266,000
Q1 2023 May 03, 2023	BUY	$63.22 - $72.78 $51,713 - $59,534	818 Added 19.12%	5,096 $343,000
Q4 2022 Feb 06, 2023	SELL	$58.86 - $71.6 $7,769 - $9,451	-132 Reduced 2.99%	4,278 $299,000
Q3 2022 Nov 08, 2022	BUY	$64.0 - $77.41 $704 - $851	11 Added 0.25%	4,410 $282,000
Q2 2022 Jul 19, 2022	BUY	$63.91 - $76.34 $7,988 - $9,542	125 Added 2.92%	4,399 $311,000
Q1 2022 Apr 29, 2022	BUY	$64.83 - $72.32 $324 - $361	5 Added 0.12%	4,274 $309,000
Q4 2021 Jan 24, 2022	SELL	$62.44 - $68.95 $3,559 - $3,930	-57 Reduced 1.32%	4,269 $289,000
Q2 2021 Aug 02, 2021	BUY	$65.71 - $72.59 $3,745 - $4,137	57 Added 1.34%	4,326 $285,000
Q1 2021 Apr 29, 2021	BUY	$58.03 - $67.0 $5,977 - $6,901	103 Added 2.47%	4,269 $284,000
Q2 2020 Jul 20, 2020	BUY	$57.86 - $67.15 $173 - $201	3 Added 0.07%	4,166 $260,000
Q1 2020 Apr 14, 2020	SELL	$50.0 - $71.16 $32,150 - $45,755	-643 Reduced 13.38%	4,163 $251,000
Q4 2019 Jan 27, 2020	BUY	$60.07 - $64.95 $38,805 - $41,957	646 Added 15.53%	4,806 $305,000
Q4 2018 Jan 17, 2019	BUY	$47.12 - $53.68 $235 - $268	5 Added 0.12%	4,160 $205,000
Q2 2017 Aug 10, 2017	BUY	N/A	4,155	4,155 $191,000

Others Institutions Holding XEL

# of Institutions

1,265

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 $38.3B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Tci Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.

Account

Tci Wealth Advisors, Inc. Xcel Energy Inc Transaction History