Trinity Point Wealth, LLC Xcel Energy Inc Transaction History

Trinity Point Wealth, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 05, 2022	SELL	$63.91 - $76.34 $548,092 - $654,691	-8,576 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$64.83 - $72.32 $7,455 - $8,316	115 Added 1.36%	8,576 $619,000
Q4 2021 Feb 11, 2022	BUY	$62.44 - $68.95 $5,994 - $6,619	96 Added 1.15%	8,461 $573,000
Q3 2021 Nov 12, 2021	SELL	$61.42 - $70.61 $111,968 - $128,722	-1,823 Reduced 17.89%	8,365 $523,000
Q2 2021 Aug 13, 2021	SELL	$65.71 - $72.59 $46,588 - $51,466	-709 Reduced 6.51%	10,188 $671,000
Q1 2021 May 11, 2021	SELL	$58.03 - $67.0 $9,458 - $10,921	-163 Reduced 1.47%	10,897 $725,000
Q4 2020 Feb 10, 2021	BUY	$64.31 - $74.71 $9,389 - $10,907	146 Added 1.34%	11,060 $728,000
Q3 2020 Nov 13, 2020	BUY	$63.24 - $72.45 $17,833 - $20,430	282 Added 2.65%	10,914 $753,000
Q2 2020 Aug 13, 2020	BUY	$57.86 - $67.15 $2,140 - $2,484	37 Added 0.35%	10,632 $665,000
Q1 2020 May 05, 2020	BUY	$50.0 - $71.16 $42,250 - $60,130	845 Added 8.67%	10,595 $639,000
Q4 2019 Feb 06, 2020	BUY	$60.07 - $64.95 $6,187 - $6,689	103 Added 1.07%	9,750 $619,000
Q3 2019 Nov 07, 2019	BUY	$59.43 - $65.82 $97,346 - $107,813	1,638 Added 20.45%	9,647 $595,000
Q2 2019 Aug 06, 2019	BUY	$54.68 - $61.54 $13,123 - $14,769	240 Added 3.09%	8,009 $484,000
Q1 2019 May 07, 2019	BUY	$48.03 - $57.36 $27,040 - $32,293	563 Added 7.81%	7,769 $437,000
Q4 2018 Feb 11, 2019	BUY	$47.12 - $53.68 $339,546 - $386,818	7,206 New	7,206 $355,000

1,133

455M

1.67M

714K

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $38B
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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