A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 3,958 shares of XEL stock, worth $274,922. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,958
Previous 3,958 -0.0%
Holding current value
$274,922
Previous $245,000 13.47%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023

SELL
$58.86 - $71.6 $35,610 - $43,318
-605 Reduced 13.26%
3,958 $277,000
Q3 2022

Oct 31, 2022

SELL
$64.0 - $77.41 $4,224 - $5,109
-66 Reduced 1.43%
4,563 $292,000
Q2 2022

Aug 03, 2022

BUY
$63.91 - $76.34 $99,443 - $118,785
1,556 Added 50.63%
4,629 $328,000
Q1 2022

May 05, 2022

SELL
$64.83 - $72.32 $96,596 - $107,756
-1,490 Reduced 32.65%
3,073 $222,000
Q4 2020

Feb 12, 2021

BUY
$64.31 - $74.71 $31,318 - $36,383
487 Added 11.95%
4,563 $304,000
Q3 2018

Nov 14, 2018

BUY
$45.16 - $49.29 $184,072 - $200,906
4,076 New
4,076 $192,000
Q2 2018

Aug 08, 2018

SELL
$42.13 - $47.1 $244,396 - $273,227
-5,801 Closed
0 $0
Q4 2017

Feb 07, 2018

SELL
$47.18 - $51.8 $707 - $777
-15 Reduced 0.26%
5,801 $279,000
Q2 2017

Aug 15, 2017

BUY
N/A
5,816
5,816 $267,000

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 $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...
More about XEL
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