A detailed history of Vest Gen Advisors, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 8,037 shares of XEL stock, worth $647,621. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,037
Previous 7,053 13.95%
Holding current value
$647,621
Previous $480 Million 34.96%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2025

BUY
$67.56 - $80.65 $66,479 - $79,359
984 Added 13.95%
8,037 $648 Million
Q2 2025

Aug 13, 2025

BUY
$65.65 - $72.39 $47,268 - $52,120
720 Added 11.37%
7,053 $480 Million
Q1 2025

May 13, 2025

BUY
$63.37 - $72.1 $401,322 - $456,609
6,333 New
6,333 $448 Million

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 $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
Track This Portfolio

Track Vest Gen Advisors, LLC Portfolio

Follow Vest Gen Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vest Gen Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vest Gen Advisors, LLC with notifications on news.