Umb Bank, N.A. Xcel Energy Inc Transaction History

Umb Bank, N.A.

$6.3 Billion
Q3 2024

A detailed history of Umb Bank, N.A. transactions in Xcel Energy Inc stock. As of the latest transaction made, Umb Bank, N.A. holds 3,101 shares of XEL stock, worth $211,116. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,101

Previous 2,831 9.54%

Holding current value

$211,116

Previous $151,000 33.77%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$52.11 - $65.3 $14,069 - $17,631	270 Added 9.54%	3,101 $202,000
Q2 2024 Jul 29, 2024	BUY	$52.53 - $56.74 $25,634 - $27,689	488 Added 20.83%	2,831 $151,000
Q1 2024 Apr 26, 2024	SELL	$48.44 - $63.73 $126,961 - $167,036	-2,621 Reduced 52.8%	2,343 $125,000
Q4 2023 Jan 23, 2024	SELL	$55.03 - $63.33 $3,136 - $3,609	-57 Reduced 1.14%	4,964 $307,000
Q3 2023 Oct 18, 2023	BUY	$55.59 - $65.21 $13,397 - $15,715	241 Added 5.04%	5,021 $287,000
Q2 2023 Jul 25, 2023	SELL	$61.24 - $71.27 $6,858 - $7,982	-112 Reduced 2.29%	4,780 $297,000
Q1 2023 Apr 11, 2023	SELL	$63.22 - $72.78 $10,431 - $12,008	-165 Reduced 3.26%	4,892 $329,000
Q4 2022 Jan 10, 2023	BUY	$58.86 - $71.6 $14,185 - $17,255	241 Added 5.0%	5,057 $355,000
Q3 2022 Oct 13, 2022	SELL	$64.0 - $77.41 $4,672 - $5,650	-73 Reduced 1.49%	4,816 $308,000
Q2 2022 Jul 20, 2022	SELL	$63.91 - $76.34 $848,788 - $1.01 Million	-13,281 Reduced 73.09%	4,889 $346,000
Q4 2021 Feb 09, 2022	BUY	$62.44 - $68.95 $734,294 - $810,852	11,760 Added 183.46%	18,170 $1.23 Million
Q3 2021 Oct 18, 2021	SELL	$61.42 - $70.61 $15,355 - $17,652	-250 Reduced 3.75%	6,410 $401,000
Q4 2020 Feb 04, 2021	SELL	$64.31 - $74.71 $189,650 - $220,319	-2,949 Reduced 30.69%	6,660 $444,000
Q2 2020 Jul 16, 2020	BUY	$57.86 - $67.15 $192,905 - $223,878	3,334 Added 53.13%	9,609 $601,000
Q1 2020 May 26, 2020	SELL	$50.0 - $71.16 $3,950 - $5,621	-79 Reduced 1.24%	6,275 $378,000
Q4 2019 Jan 31, 2020	BUY	$60.07 - $64.95 $41,027 - $44,360	683 Added 12.04%	6,354 $403,000
Q3 2019 Oct 30, 2019	BUY	$59.43 - $65.82 $27,456 - $30,408	462 Added 8.87%	5,671 $368,000
Q2 2019 Jul 30, 2019	SELL	$54.68 - $61.54 $6,178 - $6,954	-113 Reduced 2.12%	5,209 $310,000
Q1 2019 Apr 30, 2019	BUY	$48.03 - $57.36 $5,523 - $6,596	115 Added 2.21%	5,322 $300,000
Q3 2018 Oct 22, 2018	BUY	$45.16 - $49.29 $235,148 - $256,653	5,207 New	5,207 $246,000
Q1 2018 Apr 25, 2018	SELL	$42.44 - $47.81 $186,438 - $210,029	-4,393 Closed	0 $0
Q4 2017 Jan 22, 2018	BUY	$47.18 - $51.8 $207,261 - $227,557	4,393	4,393 $212,000

Others Institutions Holding XEL

# of Institutions

1,137

Shares Held

456M

Call Options Held

1.67M

Put Options Held

714K

View Full List

About XCEL ENERGY INC

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $37.2B
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...

More about XEL

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