Wetherby Asset Management Inc Xcel Energy Inc Transaction History

Wetherby Asset Management Inc

  • $2.38 Billion
  • Q3 2025

A detailed history of Wetherby Asset Management Inc transactions in Xcel Energy Inc stock. As of the latest transaction made, Wetherby Asset Management Inc holds 6,621 shares of XEL stock, worth $533,520. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,621
Previous 6,436 2.87%
Holding current value
$533,520
Previous $438,000 21.69%
% of portfolio
0.02%
Previous 0.02%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$67.56 - $80.65 $12,498 - $14,920
185 Added 2.87%
6,621 $533,000
Q2 2025

Aug 14, 2025
SELL
$65.65 - $72.39 $47,071 - $51,903
-717 Reduced 10.02%
6,436 $438,000
Q4 2024

Feb 14, 2025
BUY
$62.16 - $72.92 $20,077 - $23,553
323 Added 4.73%
7,153 $482,000
Q3 2024

Nov 14, 2024
BUY
$52.11 - $65.3 $7,816 - $9,795
150 Added 2.25%
6,830 $445,000
Q2 2024

Aug 14, 2024
SELL
$52.53 - $56.74 $16,546 - $17,873
-315 Reduced 4.5%
6,680 $356,000
Q1 2024

May 15, 2024
SELL
$48.44 - $63.73 $118,581 - $156,011
-2,448 Reduced 25.92%
6,995 $375,000
Q4 2023

Feb 14, 2024
SELL
$55.03 - $63.33 $34,283 - $39,454
-623 Reduced 6.19%
9,443 $584,000
Q3 2023

Nov 14, 2023
BUY
$55.59 - $65.21 $182,390 - $213,954
3,281 Added 48.36%
10,066 $575,000
Q2 2023

Aug 14, 2023
SELL
$61.24 - $71.27 $19,596 - $22,806
-320 Reduced 4.5%
6,785 $421,000
Q1 2023

May 12, 2023
SELL
$63.22 - $72.78 $1,896 - $2,183
-30 Reduced 0.42%
7,105 $479,000
Q4 2022

Feb 14, 2023
SELL
$58.86 - $71.6 $50,325 - $61,217
-855 Reduced 10.7%
7,135 $500,000
Q3 2022

Nov 14, 2022
BUY
$64.0 - $77.41 $73,984 - $89,485
1,156 Added 16.92%
7,990 $511,000
Q2 2022

Aug 15, 2022
BUY
$63.91 - $76.34 $39,624 - $47,330
620 Added 9.98%
6,834 $484,000
Q1 2022

May 16, 2022
SELL
$64.83 - $72.32 $8,881 - $9,907
-137 Reduced 2.16%
6,214 $448,000
Q4 2021

Feb 14, 2022
BUY
$62.44 - $68.95 $36,714 - $40,542
588 Added 10.2%
6,351 $430,000
Q3 2021

Nov 15, 2021
BUY
$61.42 - $70.61 $12,099 - $13,910
197 Added 3.54%
5,763 $360,000
Q2 2021

Aug 16, 2021
BUY
$65.71 - $72.59 $4,928 - $5,444
75 Added 1.37%
5,566 $367,000
Q1 2021

May 14, 2021
BUY
$58.03 - $67.0 $5,628 - $6,499
97 Added 1.8%
5,491 $366,000
Q4 2020

Feb 11, 2021
BUY
$64.31 - $74.71 $333,833 - $387,819
5,191 Added 2557.14%
5,394 $360,000
Q3 2020

Dec 16, 2020
SELL
$63.24 - $72.45 $333,401 - $381,956
-5,272 Reduced 96.29%
203 $14,000
Q3 2020

Dec 16, 2020
SELL
$63.24 - $72.45 $18,023 - $20,648
-285 Reduced 4.95%
5,475 $378,000
Q3 2020

Nov 13, 2020
BUY
$63.24 - $72.45 $7,841 - $8,983
124 Added 2.2%
5,760 $397,000
Q2 2020

Aug 14, 2020
SELL
$57.86 - $67.15 $288,258 - $334,541
-4,982 Reduced 46.92%
5,636 $353,000
Q1 2020

May 06, 2020
BUY
$50.0 - $71.16 $61,050 - $86,886
1,221 Added 12.99%
10,618 $640,000
Q4 2019

Jan 28, 2020
BUY
$60.07 - $64.95 $2,222 - $2,403
37 Added 0.4%
9,397 $597,000
Q3 2019

Oct 31, 2019
BUY
$59.43 - $65.82 $8,379 - $9,280
141 Added 1.53%
9,360 $607,000
Q2 2019

Jul 25, 2019
SELL
$54.68 - $61.54 $4,046 - $4,553
-74 Reduced 0.8%
9,219 $548,000
Q1 2019

May 09, 2019
BUY
$48.03 - $57.36 $44,619 - $53,287
929 Added 11.11%
9,293 $523,000
Q4 2018

Jan 30, 2019
BUY
$47.12 - $53.68 $5,465 - $6,226
116 Added 1.41%
8,364 $412,000
Q3 2018

Nov 07, 2018
SELL
$45.16 - $49.29 $42,811 - $46,726
-948 Reduced 10.31%
8,248 $389,000
Q2 2018

Jul 24, 2018
SELL
$42.13 - $47.1 $35,431 - $39,611
-841 Reduced 8.38%
9,196 $420,000
Q1 2018

May 04, 2018
BUY
$42.44 - $47.81 $40,530 - $45,658
955 Added 10.52%
10,037 $457,000
Q4 2017

Feb 09, 2018
BUY
$47.18 - $51.8 $51,567 - $56,617
1,093 Added 13.68%
9,082 $437,000
Q3 2017

Nov 13, 2017
BUY
$47.04 - $50.51 $375,802 - $403,524
7,989
7,989 $378,000

Others Institutions Holding XEL

# of Institutions
1,348
Shares Held
535M
Call Options Held
1.56M
Put Options Held
742K
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 $44.1B
  • 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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