Transamerica Financial Advisors, Inc. Xcel Energy Inc Transaction History

Transamerica Financial Advisors, Inc.

$937 Million
Q2 2024

A detailed history of Transamerica Financial Advisors, Inc. transactions in Xcel Energy Inc stock. As of the latest transaction made, Transamerica Financial Advisors, Inc. holds 10 shares of XEL stock, worth $686. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 10 -0.0%

Holding current value

$686

Previous $1,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	SELL	$55.03 - $63.33 $55 - $63	-1 Reduced 9.09%	10 $1,000
Q3 2023 Nov 14, 2023	BUY	$55.59 - $65.21 $55 - $65	1 Added 10.0%	11 $1,000
Q1 2023 May 15, 2023	SELL	$63.22 - $72.78 $948 - $1,091	-15 Reduced 60.0%	10 $1,000
Q4 2022 Feb 14, 2023	BUY	$58.86 - $71.6 $882 - $1,074	15 Added 150.0%	25 $2,000
Q3 2022 Nov 14, 2022	SELL	$64.0 - $77.41 $128 - $154	-2 Reduced 16.67%	10 $1,000
Q2 2022 Aug 15, 2022	BUY	$63.91 - $76.34 $766 - $916	12 New	12 $0
Q3 2021 Nov 15, 2021	SELL	$61.42 - $70.61 $122 - $141	-2 Closed	0 $0
Q2 2021 Aug 10, 2021	SELL	$65.71 - $72.59 $459 - $508	-7 Reduced 77.78%	2 $1,000
Q1 2021 May 17, 2021	BUY	$58.03 - $67.0 $174 - $201	3 Added 50.0%	9 $1,000
Q4 2020 Feb 16, 2021	SELL	$64.31 - $74.71 $385 - $448	-6 Reduced 50.0%	6 $1,000
Q3 2020 Nov 12, 2020	SELL	$63.24 - $72.45 $322,524 - $369,495	-5,100 Reduced 99.77%	12 $1,000
Q2 2020 Aug 13, 2020	BUY	$57.86 - $67.15 $295,780 - $343,270	5,112 New	5,112 $320,000
Q1 2020 May 15, 2020	SELL	$50.0 - $71.16 $150 - $213	-3 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$60.07 - $64.95 $180 - $194	3 New	3 $1,000
Q3 2019 Nov 12, 2019	SELL	$59.43 - $65.82 $744,955 - $825,053	-12,535 Closed	0 $0
Q2 2019 Aug 21, 2019	BUY	$54.68 - $61.54 $685,413 - $771,403	12,535 New	12,535 $746,000
Q1 2019 May 14, 2019	SELL	$48.03 - $57.36 $322,233 - $384,828	-6,709 Closed	0 $0
Q4 2018 Feb 04, 2019	SELL	$47.12 - $53.68 $53,763 - $61,248	-1,141 Reduced 14.54%	6,709 $331,000
Q3 2018 Nov 13, 2018	SELL	$45.16 - $49.29 $11,244 - $12,273	-249 Reduced 3.07%	7,850 $371,000
Q2 2018 Jul 25, 2018	SELL	$42.13 - $47.1 $1.79 Million - $2 Million	-42,399 Reduced 83.96%	8,099 $370,000
Q1 2018 May 09, 2018	BUY	$42.44 - $47.81 $32,211 - $36,287	759 Added 1.53%	50,498 $2.3 Million
Q4 2017 Feb 09, 2018	SELL	$47.18 - $51.8 $180,321 - $197,979	-3,822 Reduced 7.14%	49,739 $2.39 Million
Q3 2017 Nov 13, 2017	BUY	$47.04 - $50.51 $2.52 Million - $2.71 Million	53,561	53,561 $2.54 Million

Others Institutions Holding XEL

# of Institutions

1,120

Shares Held

435M

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 $37.5B
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 Transamerica Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Transamerica Financial Advisors, Inc. with notifications on news.

Account

Transamerica Financial Advisors, Inc. Xcel Energy Inc Transaction History