Wealth Alliance Xcel Energy Inc Transaction History

Wealth Alliance

$818 Million
Q3 2024

A detailed history of Wealth Alliance transactions in Xcel Energy Inc stock. As of the latest transaction made, Wealth Alliance holds 24,123 shares of XEL stock, worth $1.68 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

24,123

Previous 24,094 0.12%

Holding current value

$1.68 Million

Previous $1.29 Million 22.47%

% of portfolio

0.19%

Previous 0.17%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$52.11 - $65.3 $1,511 - $1,893	29 Added 0.12%	24,123 $1.58 Million
Q2 2024 Aug 09, 2024	BUY	$52.53 - $56.74 $738,676 - $797,877	14,062 Added 140.17%	24,094 $1.29 Million
Q1 2024 May 10, 2024	SELL	$48.44 - $63.73 $158,544 - $208,588	-3,273 Reduced 24.6%	10,032 $539,000
Q4 2023 Jan 30, 2024	BUY	$55.03 - $63.33 $344,597 - $396,572	6,262 Added 88.91%	13,305 $823,000
Q3 2023 Nov 09, 2023	BUY	$55.59 - $65.21 $151,149 - $177,305	2,719 Added 62.88%	7,043 $403,000
Q2 2023 Aug 02, 2023	SELL	$61.24 - $71.27 $31,293 - $36,418	-511 Reduced 10.57%	4,324 $268,000
Q1 2023 May 10, 2023	BUY	$63.22 - $72.78 $5,942 - $6,841	94 Added 1.98%	4,835 $326,000
Q4 2022 Feb 13, 2023	BUY	$58.86 - $71.6 $11,359 - $13,818	193 Added 4.24%	4,741 $332,000
Q3 2022 Nov 14, 2022	BUY	$64.0 - $77.41 $7,424 - $8,979	116 Added 2.62%	4,548 $291,000
Q2 2022 Oct 11, 2022	BUY	$63.91 - $76.34 $283,249 - $338,338	4,432 New	4,432 $314,000
Q2 2022 Aug 15, 2022	SELL	$63.91 - $76.34 $299,290 - $357,500	-4,683 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$64.83 - $72.32 $29,756 - $33,194	459 Added 10.87%	4,683 $338,000
Q4 2021 Feb 14, 2022	BUY	$62.44 - $68.95 $9,927 - $10,963	159 Added 3.91%	4,224 $286,000
Q3 2021 Nov 12, 2021	BUY	$61.42 - $70.61 $3,132 - $3,601	51 Added 1.27%	4,065 $254,000
Q2 2021 Aug 16, 2021	BUY	$65.71 - $72.59 $263,759 - $291,376	4,014 New	4,014 $264,000
Q1 2021 May 18, 2021	SELL	$58.03 - $67.0 $235,485 - $271,886	-4,058 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$64.31 - $74.71 $12,283 - $14,269	191 Added 4.94%	4,058 $270,000
Q3 2020 Nov 13, 2020	BUY	$63.24 - $72.45 $1,517 - $1,738	24 Added 0.62%	3,867 $267,000
Q2 2020 Aug 14, 2020	BUY	$57.86 - $67.15 $9,199 - $10,676	159 Added 4.32%	3,843 $240,000
Q1 2020 May 15, 2020	BUY	$50.0 - $71.16 $184,200 - $262,153	3,684 New	3,684 $222,000

Others Institutions Holding XEL

# of Institutions

1,133

Shares Held

455M

Call Options Held

1.67M

Put Options Held

714K

View Full List

About XCEL ENERGY INC

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $38B
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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