Wealthspire Advisors, LLC Xcel Energy Inc Transaction History

Wealthspire Advisors, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	BUY	$55.03 - $63.33 $206,197 - $237,297	3,747 New	3,747 $231,000
Q1 2022 May 09, 2022	SELL	$64.83 - $72.32 $198,250 - $221,154	-3,058 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$62.44 - $68.95 $190,941 - $210,849	3,058 New	3,058 $207,000
Q2 2021 Aug 13, 2021	SELL	$65.71 - $72.59 $414,892 - $458,333	-6,314 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$58.03 - $67.0 $66,038 - $76,246	1,138 Added 21.99%	6,314 $420,000

Q4 2020 Feb 16, 2021	BUY	$64.31 - $74.71 $96,722 - $112,363	1,504 Added 40.96%	5,176 $345,000
Q3 2020 Nov 16, 2020	BUY	$63.24 - $72.45 $25,675 - $29,414	406 Added 12.43%	3,672 $253,000
Q2 2020 Aug 14, 2020	SELL	$57.86 - $67.15 $135,103 - $156,795	-2,335 Reduced 41.69%	3,266 $204,000
Q1 2020 May 12, 2020	BUY	$50.0 - $71.16 $280,050 - $398,567	5,601 New	5,601 $338,000
Q1 2019 May 08, 2019	SELL	$48.03 - $57.36 $19,788 - $23,632	-412 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$47.12 - $53.68 $19,413 - $22,116	412 New	412 $20,000

1,079

432M

2.32M

1.85M

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $28.9B
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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