United Capital Financial Advisers, LLC Xcel Energy Inc Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 17,010 shares of XEL stock, worth $1.18 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,010
Previous 17,623 3.48%
Holding current value
$1.18 Million
Previous $941,000 17.96%
% of portfolio
0.01%
Previous 0.01%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$52.11 - $65.3 $31,943 - $40,028
-613 Reduced 3.48%
17,010 $1.11 Million
Q2 2024

Aug 14, 2024
BUY
$52.53 - $56.74 $216,686 - $234,052
4,125 Added 30.56%
17,623 $941,000
Q1 2024

May 15, 2024
SELL
$48.44 - $63.73 $510,170 - $671,204
-10,532 Reduced 43.83%
13,498 $725,000
Q4 2023

Feb 14, 2024
BUY
$55.03 - $63.33 $1.03 Million - $1.19 Million
18,780 Added 357.71%
24,030 $1.49 Million
Q3 2023

Nov 14, 2023
SELL
$55.59 - $65.21 $74,379 - $87,250
-1,338 Reduced 20.31%
5,250 $300,000
Q2 2023

Aug 14, 2023
SELL
$61.24 - $71.27 $318,570 - $370,746
-5,202 Reduced 44.12%
6,588 $409,000
Q1 2023

Aug 14, 2023
BUY
$63.22 - $72.78 $328,870 - $378,601
5,202 Added 78.96%
11,790 $795,000
Q1 2023

May 15, 2023
SELL
$63.22 - $72.78 $555,071 - $639,008
-8,780 Reduced 42.68%
11,790 $795,000
Q4 2022

Feb 14, 2023
SELL
$58.86 - $71.6 $811,031 - $986,576
-13,779 Reduced 40.11%
20,570 $1.44 Million
Q3 2022

Nov 14, 2022
SELL
$64.0 - $77.41 $165,696 - $200,414
-2,589 Reduced 7.01%
34,349 $2.2 Million
Q2 2022

Aug 11, 2022
SELL
$63.91 - $76.34 $71,707 - $85,653
-1,122 Reduced 2.95%
36,938 $2.61 Million
Q1 2022

May 16, 2022
SELL
$64.83 - $72.32 $411,151 - $458,653
-6,342 Reduced 14.28%
38,060 $2.75 Million
Q4 2021

Feb 14, 2022
BUY
$62.44 - $68.95 $7,805 - $8,618
125 Added 0.28%
44,402 $3.01 Million
Q3 2021

Nov 15, 2021
SELL
$61.42 - $70.61 $35,869 - $41,236
-584 Reduced 1.3%
44,277 $2.77 Million
Q2 2021

Aug 13, 2021
SELL
$65.71 - $72.59 $41,265 - $45,586
-628 Reduced 1.38%
44,861 $2.96 Million
Q1 2021

May 14, 2021
BUY
$58.03 - $67.0 $471,957 - $544,911
8,133 Added 21.77%
45,489 $3.03 Million
Q4 2020

Feb 17, 2021
BUY
$64.31 - $74.71 $175,694 - $204,107
2,732 Added 7.89%
37,356 $2.49 Million
Q3 2020

Nov 13, 2020
BUY
$63.24 - $72.45 $56,663 - $64,915
896 Added 2.66%
34,624 $2.39 Million
Q2 2020

Aug 13, 2020
BUY
$57.86 - $67.15 $40,733 - $47,273
704 Added 2.13%
33,728 $2.11 Million
Q1 2020

May 15, 2020
SELL
$50.0 - $71.16 $718,900 - $1.02 Million
-14,378 Reduced 30.33%
33,024 $1.99 Million
Q4 2019

Feb 14, 2020
BUY
$60.07 - $64.95 $373,755 - $404,118
6,222 Added 15.11%
47,402 $3.01 Million
Q3 2019

Nov 14, 2019
SELL
$59.43 - $65.82 $328,885 - $364,247
-5,534 Reduced 11.85%
41,180 $2.67 Million
Q2 2019

Aug 13, 2019
SELL
$54.68 - $61.54 $85,410 - $96,125
-1,562 Reduced 3.24%
46,714 $2.78 Million
Q1 2019

May 14, 2019
SELL
$48.03 - $57.36 $71,756 - $85,695
-1,494 Reduced 3.0%
48,276 $2.71 Million
Q4 2018

Feb 14, 2019
BUY
$47.12 - $53.68 $112,899 - $128,617
2,396 Added 5.06%
49,770 $2.45 Million
Q3 2018

Nov 14, 2018
BUY
$45.16 - $49.29 $1,174 - $1,281
26 Added 0.05%
47,374 $2.24 Million
Q2 2018

Aug 14, 2018
SELL
$42.13 - $47.1 $95,171 - $106,398
-2,259 Reduced 4.55%
47,348 $2.16 Million
Q1 2018

May 15, 2018
SELL
$42.44 - $47.81 $204,603 - $230,492
-4,821 Reduced 8.86%
49,607 $2.26 Million
Q4 2017

Feb 13, 2018
BUY
$47.18 - $51.8 $676,278 - $742,501
14,334 Added 35.75%
54,428 $2.62 Million
Q3 2017

Nov 14, 2017
BUY
$47.04 - $50.51 $96,855 - $104,000
2,059 Added 5.41%
40,094 $1.9 Million
Q2 2017

Aug 14, 2017
BUY
N/A
38,035
38,035 $1.75 Million

Others Institutions Holding XEL

# of Institutions
1,133
Shares Held
455M
Call Options Held
1.67M
Put Options Held
714K
View Full List

About XCEL ENERGY INC

XEL Quotes by TradingView
  • 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...
More about XEL
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, 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 United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email