A detailed history of Wr Wealth Planners, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 77 shares of XEL stock, worth $5,187. This represents 0.0% of its overall portfolio holdings.

Number of Shares
77
Previous 59 30.51%
Holding current value
$5,187
Previous $3,000 66.67%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$52.11 - $65.3 $937 - $1,175
18 Added 30.51%
77 $5,000
Q2 2024

Jul 31, 2024

SELL
$52.53 - $56.74 $630 - $680
-12 Reduced 16.9%
59 $3,000
Q1 2024

Jul 31, 2024

BUY
$48.44 - $63.73 $3,439 - $4,524
71 New
71 $3,000

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 $36.9B
  • 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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