Western Wealth Management, LLC Xcel Energy Inc Transaction History

Western Wealth Management, LLC

$1.72 Billion
Q3 2024

A detailed history of Western Wealth Management, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Western Wealth Management, LLC holds 15,338 shares of XEL stock, worth $1.04 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

15,338

Previous 16,883 9.15%

Holding current value

$1.04 Million

Previous $901,000 11.1%

% of portfolio

0.06%

Previous 0.07%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$52.11 - $65.3 $80,509 - $100,888	-1,545 Reduced 9.15%	15,338 $1 Million
Q2 2024 Jul 19, 2024	SELL	$52.53 - $56.74 $15,548 - $16,795	-296 Reduced 1.72%	16,883 $901,000
Q1 2024 May 02, 2024	SELL	$48.44 - $63.73 $183,732 - $241,727	-3,793 Reduced 18.09%	17,179 $923,000
Q4 2023 Jan 31, 2024	BUY	$55.03 - $63.33 $176,591 - $203,225	3,209 Added 18.07%	20,972 $1.3 Million
Q3 2023 Nov 07, 2023	BUY	$55.59 - $65.21 $70,932 - $83,207	1,276 Added 7.74%	17,763 $1.02 Million
Q2 2023 Aug 30, 2023	BUY	$61.24 - $71.27 $42,868 - $49,889	700 Added 4.43%	16,487 $1.02 Million
Q1 2023 Aug 30, 2023	BUY	$63.22 - $72.78 $72,386 - $83,333	1,145 Added 7.82%	15,787 $1.06 Million
Q4 2022 Feb 02, 2023	SELL	$58.86 - $71.6 $161,982 - $197,043	-2,752 Reduced 15.82%	14,642 $1.03 Million
Q3 2022 Nov 04, 2022	BUY	$64.0 - $77.41 $44,736 - $54,109	699 Added 4.19%	17,394 $1.12 Million
Q2 2022 Jul 18, 2022	BUY	$63.91 - $76.34 $42,564 - $50,842	666 Added 4.15%	16,695 $1.17 Million
Q1 2022 May 10, 2022	BUY	$64.83 - $72.32 $270,081 - $301,285	4,166 Added 35.12%	16,029 $1.16 Million
Q4 2021 Feb 14, 2022	SELL	$62.44 - $68.95 $211,609 - $233,671	-3,389 Reduced 22.22%	11,863 $803,000
Q2 2021 Aug 09, 2021	BUY	$65.71 - $72.59 $48,953 - $54,079	745 Added 5.14%	15,252 $1.01 Million
Q1 2021 May 14, 2021	SELL	$58.03 - $67.0 $13,056 - $15,075	-225 Reduced 1.53%	14,507 $965,000
Q4 2020 Feb 10, 2021	SELL	$64.31 - $74.71 $68,683 - $79,790	-1,068 Reduced 6.76%	14,732 $982,000
Q3 2020 Oct 27, 2020	SELL	$63.24 - $72.45 $57,864 - $66,291	-915 Reduced 5.47%	15,800 $1.09 Million
Q2 2020 Jul 20, 2020	BUY	$57.86 - $67.15 $109,702 - $127,316	1,896 Added 12.79%	16,715 $1.05 Million
Q1 2020 Apr 27, 2020	SELL	$50.0 - $71.16 $1.09 Million - $1.56 Million	-21,898 Reduced 59.64%	14,819 $892,000
Q4 2019 Feb 10, 2020	BUY	$60.07 - $64.95 $1.11 Million - $1.2 Million	18,427 Added 100.75%	36,717 $2.31 Million
Q3 2019 Nov 08, 2019	SELL	$59.43 - $65.82 $2.16 Million - $2.4 Million	-36,405 Reduced 66.56%	18,290 $1.18 Million
Q2 2019 Aug 06, 2019	BUY	$54.68 - $61.54 $2.11 Million - $2.37 Million	38,568 Added 239.15%	54,695 $3.1 Million
Q1 2019 May 10, 2019	BUY	$48.03 - $57.36 $24,687 - $29,483	514 Added 3.29%	16,127 $908,000
Q4 2018 Feb 15, 2019	BUY	$47.12 - $53.68 $735,684 - $838,105	15,613 New	15,613 $772,000

Others Institutions Holding XEL

# of Institutions

1,136

Shares Held

453M

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 $37B
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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Western Wealth Management, LLC Xcel Energy Inc Transaction History