A detailed history of Williams Jones Wealth Management, Llc. transactions in Xcel Energy Inc stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 3,775 shares of XEL stock, worth $262,211. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,775
Previous 3,775 -0.0%
Holding current value
$262,211
Previous $201,000 22.39%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

SELL
$48.44 - $63.73 $54,979 - $72,333
-1,135 Reduced 23.12%
3,775 $202,000
Q3 2023

Nov 14, 2023

SELL
$55.59 - $65.21 $5,225 - $6,129
-94 Reduced 1.88%
4,910 $280,000
Q2 2023

Aug 14, 2023

SELL
$61.24 - $71.27 $367 - $427
-6 Reduced 0.12%
5,004 $311,000
Q1 2023

May 15, 2023

SELL
$63.22 - $72.78 $6,322 - $7,278
-100 Reduced 1.96%
5,010 $337,000
Q2 2022

Aug 15, 2022

BUY
$63.91 - $76.34 $72,537 - $86,645
1,135 Added 28.55%
5,110 $362,000
Q3 2021

Nov 15, 2021

SELL
$61.42 - $70.61 $368 - $423
-6 Reduced 0.15%
3,975 $248,000
Q2 2021

Aug 16, 2021

SELL
$65.71 - $72.59 $6,176 - $6,823
-94 Reduced 2.31%
3,981 $262,000
Q3 2020

Nov 13, 2020

SELL
$63.24 - $72.45 $29,027 - $33,254
-459 Reduced 10.12%
4,075 $281,000
Q1 2020

May 15, 2020

BUY
$50.0 - $71.16 $22,950 - $32,662
459 Added 11.26%
4,534 $273,000
Q3 2019

Nov 14, 2019

BUY
$59.43 - $65.82 $242,177 - $268,216
4,075 New
4,075 $264,000

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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