A detailed history of Valued Wealth Advisors LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 93 shares of XEL stock, worth $6,635. This represents 0.0% of its overall portfolio holdings.

Number of Shares
93
Previous 77 20.78%
Holding current value
$6,635
Previous $4.16 Million 47.2%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 28, 2024

BUY
$52.11 - $65.3 $833 - $1,044
16 Added 20.78%
93 $6.12 Million
Q2 2024

Jul 16, 2024

SELL
$52.53 - $56.74 $52 - $56
-1 Reduced 1.28%
77 $4.16 Million
Q1 2024

Apr 30, 2024

SELL
$48.44 - $63.73 $145 - $191
-3 Reduced 3.7%
78 $4.22 Million
Q4 2023

Jan 05, 2024

BUY
$55.03 - $63.33 $4,457 - $5,129
81 New
81 $4.68 Million

Others Institutions Holding XEL

About XCEL ENERGY INC


  • Ticker XEL
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 546,990,976
  • Market Cap $39B
  • 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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