Transform Wealth, LLC Xcel Energy Inc Transaction History

Transform Wealth, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 15, 2022	SELL	$63.91 - $76.34 $226,688 - $270,777	-3,547 Closed	0 $0
Q4 2021 Jan 26, 2022	SELL	$62.44 - $68.95 $1,248 - $1,379	-20 Reduced 0.56%	3,547 $240,000
Q2 2021 Jul 20, 2021	SELL	$65.71 - $72.59 $180,702 - $199,622	-2,750 Reduced 43.53%	3,567 $235,000
Q1 2021 Apr 22, 2021	SELL	$58.03 - $67.0 $315,683 - $364,480	-5,440 Reduced 46.27%	6,317 $420,000
Q4 2020 Jan 20, 2021	BUY	$64.31 - $74.71 $6,366 - $7,396	99 Added 0.85%	11,757 $784,000
Q3 2020 Oct 21, 2020	BUY	$63.24 - $72.45 $2,213 - $2,535	35 Added 0.3%	11,658 $805,000
Q2 2020 Jul 22, 2020	SELL	$57.86 - $67.15 $1,677 - $1,947	-29 Reduced 0.25%	11,623 $726,000
Q1 2020 Apr 30, 2020	BUY	$50.0 - $71.16 $24,350 - $34,654	487 Added 4.36%	11,652 $703,000
Q4 2019 Jan 24, 2020	BUY	$60.07 - $64.95 $285,933 - $309,162	4,760 Added 74.32%	11,165 $709,000
Q3 2019 Oct 24, 2019	SELL	$59.43 - $65.82 $343,208 - $380,110	-5,775 Reduced 47.41%	6,405 $416,000
Q2 2019 Jul 30, 2019	BUY	$54.68 - $61.54 $666,002 - $749,557	12,180 New	12,180 $724,000

1,071

434M

1.75M

989K

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $35.2B
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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