Us Advisors Wealth Management, LLC Xcel Energy Inc Transaction History

Us Advisors Wealth Management, LLC

  • $308 Million
  • Q4 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 3,237 shares of XEL stock, worth $215,584. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,237
Previous 3,360 3.66%
Holding current value
$215,584
Previous $216,000 0.93%
% of portfolio
0.07%
Previous 0.08%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$62.16 - $72.92 $7,645 - $8,969
-123 Reduced 3.66%
3,237 $218,000
Q3 2024

Nov 07, 2024
BUY
$52.11 - $65.3 $175,089 - $219,408
3,360 New
3,360 $216,000
Q1 2024

May 02, 2024
BUY
$48.44 - $63.73 $1,017 - $1,338
21 Added 0.52%
4,044 $215,000
Q4 2023

Feb 12, 2024
BUY
$55.03 - $63.33 $1,100 - $1,266
20 Added 0.5%
4,023 $249,000
Q3 2023

Nov 09, 2023
BUY
$55.59 - $65.21 $1,056 - $1,238
19 Added 0.48%
4,003 $229,000
Q2 2023

Aug 01, 2023
BUY
$61.24 - $71.27 $1,041 - $1,211
17 Added 0.43%
3,984 $248,000
Q1 2023

Apr 13, 2023
BUY
$63.22 - $72.78 $1,011 - $1,164
16 Added 0.4%
3,967 $268,000
Q4 2022

Feb 10, 2023
BUY
$58.86 - $71.6 $1,000 - $1,217
17 Added 0.43%
3,951 $277,000
Q3 2022

Nov 14, 2022
SELL
$64.0 - $77.41 $20,864 - $25,235
-326 Reduced 7.65%
3,934 $252,000
Q2 2022

Aug 12, 2022
BUY
$63.91 - $76.34 $1,022 - $1,221
16 Added 0.38%
4,260 $301,000
Q1 2022

Jun 08, 2022
SELL
$64.83 - $72.32 $4,538 - $5,062
-70 Reduced 1.62%
4,244 $306,000
Q4 2021

Feb 14, 2022
BUY
$62.44 - $68.95 $1,561 - $1,723
25 Added 0.58%
4,314 $292,000
Q3 2021

Nov 03, 2021
BUY
$61.42 - $70.61 $5,896 - $6,778
96 Added 2.29%
4,289 $268,000
Q2 2021

Aug 09, 2021
BUY
$65.71 - $72.59 $1,051 - $1,161
16 Added 0.38%
4,193 $276,000
Q1 2021

May 11, 2021
SELL
$58.03 - $67.0 $7,717 - $8,911
-133 Reduced 3.09%
4,177 $278,000
Q4 2020

Feb 11, 2021
BUY
$64.31 - $74.71 $4,437 - $5,154
69 Added 1.63%
4,310 $276,000
Q3 2020

Nov 04, 2020
SELL
$63.24 - $72.45 $33,896 - $38,833
-536 Reduced 11.22%
4,241 $292,000
Q2 2020

Aug 13, 2020
SELL
$57.86 - $67.15 $198,633 - $230,525
-3,433 Reduced 41.81%
4,777 $298,000
Q1 2020

Apr 28, 2020
BUY
$50.0 - $71.16 $33,450 - $47,606
669 Added 8.87%
8,210 $495,000
Q4 2019

Feb 14, 2020
SELL
$60.07 - $64.95 $20,844 - $22,537
-347 Reduced 4.4%
7,541 $479,000
Q3 2019

Nov 07, 2019
BUY
$59.43 - $65.82 $468,783 - $519,188
7,888 New
7,888 $511,000

Others Institutions Holding XEL

# of Institutions
1,167
Shares Held
454M
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 $36.4B
  • 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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