Winch Advisory Services, LLC Xcel Energy Inc Transaction History

Winch Advisory Services, LLC

$345 Million
Q3 2024

A detailed history of Winch Advisory Services, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Winch Advisory Services, LLC holds 1,184 shares of XEL stock, worth $80,606. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,184

Previous 1,173 0.94%

Holding current value

$80,606

Previous $62,000 24.19%

% of portfolio

0.02%

Previous 0.02%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$52.11 - $65.3 $573 - $718	11 Added 0.94%	1,184 $77,000
Q2 2024 Jul 31, 2024	BUY	$52.53 - $56.74 $630 - $680	12 Added 1.03%	1,173 $62,000
Q1 2024 May 14, 2024	BUY	$48.44 - $63.73 $484 - $637	10 Added 0.87%	1,161 $62,000
Q4 2023 Jan 18, 2024	BUY	$55.03 - $63.33 $550 - $633	10 Added 0.88%	1,151 $71,000
Q3 2023 Nov 06, 2023	BUY	$55.59 - $65.21 $500 - $586	9 Added 0.8%	1,141 $65,000
Q2 2023 Aug 08, 2023	BUY	$61.24 - $71.27 $551 - $641	9 Added 0.8%	1,132 $70,000
Q1 2023 May 10, 2023	BUY	$63.22 - $72.78 $505 - $582	8 Added 0.72%	1,123 $76,000
Q4 2022 Jan 26, 2023	BUY	$58.86 - $71.6 $470 - $572	8 Added 0.72%	1,115 $78,000
Q3 2022 Oct 31, 2022	BUY	$64.0 - $77.41 $512 - $619	8 Added 0.73%	1,107 $71,000
Q2 2022 Aug 12, 2022	BUY	$63.91 - $76.34 $319 - $381	5 Added 0.46%	1,099 $78,000
Q1 2022 Apr 26, 2022	BUY	$64.83 - $72.32 $453 - $506	7 Added 0.64%	1,094 $79,000
Q4 2021 Feb 04, 2022	BUY	$62.44 - $68.95 $437 - $482	7 Added 0.65%	1,087 $74,000
Q3 2021 Nov 10, 2021	BUY	$61.42 - $70.61 $429 - $494	7 Added 0.65%	1,080 $67,000
Q2 2021 Aug 05, 2021	BUY	$65.71 - $72.59 $459 - $508	7 Added 0.66%	1,073 $71,000
Q1 2021 May 03, 2021	BUY	$58.03 - $67.0 $406 - $469	7 Added 0.66%	1,066 $71,000
Q4 2020 Feb 09, 2021	BUY	$64.31 - $74.71 $450 - $522	7 Added 0.67%	1,059 $71,000
Q3 2020 Nov 04, 2020	BUY	$63.24 - $72.45 $379 - $434	6 Added 0.57%	1,052 $73,000
Q2 2020 Aug 12, 2020	BUY	$57.86 - $67.15 $405 - $470	7 Added 0.67%	1,046 $65,000
Q1 2020 May 13, 2020	BUY	$50.0 - $71.16 $350 - $498	7 Added 0.68%	1,039 $63,000
Q4 2019 Feb 12, 2020	BUY	$60.07 - $64.95 $360 - $389	6 Added 0.58%	1,032 $66,000
Q3 2019 Nov 13, 2019	BUY	$59.43 - $65.82 $416 - $460	7 Added 0.69%	1,026 $67,000
Q2 2019 Aug 07, 2019	BUY	$54.68 - $61.54 $382 - $430	7 Added 0.69%	1,019 $61,000
Q1 2019 May 13, 2019	SELL	$48.03 - $57.36 $19,260 - $23,001	-401 Reduced 28.38%	1,012 $57,000
Q4 2018 Feb 05, 2019	SELL	$47.12 - $53.68 $6,502 - $7,407	-138 Reduced 8.9%	1,413 $70,000
Q3 2018 Nov 13, 2018	SELL	$45.16 - $49.29 $6,999 - $7,639	-155 Reduced 9.09%	1,551 $73,000
Q2 2018 Aug 13, 2018	SELL	$42.13 - $47.1 $335,860 - $375,481	-7,972 Reduced 82.37%	1,706 $78,000
Q1 2018 May 11, 2018	SELL	$42.44 - $47.81 $773,214 - $871,050	-18,219 Reduced 65.31%	9,678 $440,000
Q4 2017 Feb 13, 2018	BUY	$47.18 - $51.8 $97,992 - $107,588	2,077 Added 8.04%	27,897 $1.34 Million
Q3 2017 Nov 13, 2017	BUY	$47.04 - $50.51 $1.21 Million - $1.3 Million	25,820	25,820 $1.22 Million

Others Institutions Holding XEL

# of Institutions

1,137

Shares Held

456M

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 $37.2B
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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Winch Advisory Services, LLC Xcel Energy Inc Transaction History