Valeo Financial Advisors, LLC Xcel Energy Inc Transaction History

Valeo Financial Advisors, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	BUY	$55.03 - $63.33 $371,782 - $427,857	6,756 New	6,756 $418,000
Q3 2020 Oct 28, 2020	SELL	$63.24 - $72.45 $13,343 - $15,286	-211 Closed	0 $0
Q2 2020 Jul 20, 2020	BUY	$57.86 - $67.15 $10,646 - $12,355	184 Added 681.48%	211 $13,000
Q1 2020 Apr 13, 2020	BUY	$50.0 - $71.16 $1,350 - $1,921	27 New	27 $2,000
Q4 2019 Jan 24, 2020	SELL	$60.07 - $64.95 $8,409 - $9,093	-140 Closed	0 $0
Q2 2019 Jul 10, 2019	SELL	$54.68 - $61.54 $4,866 - $5,477	-89 Reduced 38.86%	140 $8,000
Q4 2018 Jan 30, 2019	SELL	$47.12 - $53.68 $1,366 - $1,556	-29 Reduced 11.24%	229 $11,000
Q3 2018 Nov 01, 2018	BUY	$45.16 - $49.29 $7,632 - $8,330	169 Added 189.89%	258 $13,000
Q4 2017 Feb 09, 2018	BUY	$47.18 - $51.8 $4,199 - $4,610	89	89 $4,000

1,140

452M

1.67M

714K

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $36.5B
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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