Valtinson Bruner Financial Planning LLC Xcel Energy Inc Transaction History

Valtinson Bruner Financial Planning LLC

  • $185 Million
  • Q1 2024

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 21,715 shares of XEL stock, worth $1.14 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
21,715
Previous 22,422 3.15%
Holding current value
$1.14 Million
Previous $1.39 Million 15.92%
% of portfolio
0.63%
Previous 0.83%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$48.44 - $63.73 $34,247 - $45,057
-707 Reduced 3.15%
21,715 $1.17 Million
Q4 2023

Feb 06, 2024
SELL
$55.03 - $63.33 $22,232 - $25,585
-404 Reduced 1.77%
22,422 $1.39 Million
Q3 2023

Oct 24, 2023
SELL
$55.59 - $65.21 $35,188 - $41,277
-633 Reduced 2.7%
22,826 $1.31 Million
Q2 2023

Jul 24, 2023
SELL
$61.24 - $71.27 $44,337 - $51,599
-724 Reduced 2.99%
23,459 $1.46 Million
Q1 2023

May 05, 2023
BUY
$63.22 - $72.78 $274,121 - $315,574
4,336 Added 21.85%
24,183 $1.63 Million
Q4 2022

Jan 19, 2023
BUY
$58.86 - $71.6 $15,892 - $19,332
270 Added 1.38%
19,847 $0
Q3 2022

Nov 09, 2022
SELL
$64.0 - $77.41 $9,792 - $11,843
-153 Reduced 0.78%
19,577 $1.25 Million
Q2 2022

Aug 08, 2022
SELL
$63.91 - $76.34 $40,966 - $48,933
-641 Reduced 3.15%
19,730 $1.4 Million
Q1 2022

Apr 15, 2022
BUY
$64.83 - $72.32 $34,813 - $38,835
537 Added 2.71%
20,371 $1.51 Million
Q4 2021

Jan 18, 2022
SELL
$62.44 - $68.95 $43,957 - $48,540
-704 Reduced 3.43%
19,834 $1.34 Million
Q3 2021

Oct 21, 2021
BUY
$61.42 - $70.61 $89,181 - $102,525
1,452 Added 7.61%
20,538 $1.35 Million
Q2 2021

Jul 28, 2021
SELL
$65.71 - $72.59 $28,780 - $31,794
-438 Reduced 2.24%
19,086 $1.33 Million
Q1 2021

Apr 16, 2021
BUY
$58.03 - $67.0 $8,994 - $10,385
155 Added 0.8%
19,524 $1.37 Million
Q4 2020

Jan 08, 2021
SELL
$64.31 - $74.71 $92,606 - $107,582
-1,440 Reduced 6.92%
19,369 $1.26 Million
Q3 2020

Nov 03, 2020
BUY
$63.24 - $72.45 $2,719 - $3,115
43 Added 0.21%
20,809 $1.49 Million
Q2 2020

Aug 10, 2020
BUY
$57.86 - $67.15 $11,398 - $13,228
197 Added 0.96%
20,766 $1.5 Million
Q1 2020

May 05, 2020
BUY
$50.0 - $71.16 $235,150 - $334,665
4,703 Added 29.64%
20,569 $1.28 Million
Q4 2019

Jan 07, 2020
BUY
$60.07 - $64.95 $54,423 - $58,844
906 Added 6.06%
15,866 $993,000
Q3 2019

Oct 17, 2019
SELL
$59.43 - $65.82 $29,239 - $32,383
-492 Reduced 3.18%
14,960 $947,000
Q2 2019

Jul 17, 2019
SELL
$54.68 - $61.54 $21,161 - $23,815
-387 Reduced 2.44%
15,452 $919,000
Q1 2019

Apr 22, 2019
BUY
$48.03 - $57.36 $12,103 - $14,454
252 Added 1.62%
15,839 $890,000
Q4 2018

Jan 29, 2019
BUY
$47.12 - $53.68 $734,459 - $836,710
15,587 New
15,587 $768,000

Others Institutions Holding XEL

# of Institutions
1,079
Shares Held
432M
Call Options Held
2.32M
Put Options Held
1.85M
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 $28.8B
  • 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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