A detailed history of Ullmann Wealth Partners Group, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 2,843 shares of XEL stock, worth $229,088. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,843
Previous 3,213 11.52%
Holding current value
$229,088
Previous $218,000 5.05%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025

SELL
$67.56 - $80.65 $24,997 - $29,840
-370 Reduced 11.52%
2,843 $229,000
Q2 2025

Jul 11, 2025

BUY
$65.65 - $72.39 $2,100 - $2,316
32 Added 1.01%
3,213 $218,000
Q1 2025

Apr 10, 2025

BUY
$63.37 - $72.1 $201,579 - $229,350
3,181 New
3,181 $225,000

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 $44.1B
  • 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 Ullmann Wealth Partners Group, LLC Portfolio

Follow Ullmann Wealth Partners Group, 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 Ullmann Wealth Partners Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ullmann Wealth Partners Group, LLC with notifications on news.