Valmark Advisers, Inc. Xcel Energy Inc Transaction History

Valmark Advisers, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 01, 2022	SELL	$63.91 - $76.34 $199,910 - $238,791	-3,128 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$64.83 - $72.32 $202,788 - $226,216	3,128 New	3,128 $226,000
Q3 2021 Nov 09, 2021	SELL	$61.42 - $70.61 $352,305 - $405,018	-5,736 Closed	0 $0
Q2 2021 Aug 06, 2021	BUY	$65.71 - $72.59 $42,842 - $47,328	652 Added 12.82%	5,736 $378,000
Q1 2021 May 04, 2021	BUY	$58.03 - $67.0 $3,307 - $3,819	57 Added 1.13%	5,084 $338,000

Q4 2020 Feb 03, 2021	BUY	$64.31 - $74.71 $323,286 - $375,567	5,027 New	5,027 $335,000

1,079

432M

2.32M

1.85M

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $28.7B
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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