A detailed history of Dogwood Wealth Management LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 148 shares of XEL stock, worth $11,925. This represents 0.01% of its overall portfolio holdings.

Number of Shares
148
Previous 67 120.9%
Holding current value
$11,925
Previous $4.53 Million 163.66%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 10, 2025

BUY
$67.56 - $80.65 $5,472 - $6,532
81 Added 120.9%
148 $11.9 Million
Q2 2025

Jul 18, 2025

BUY
$65.65 - $72.39 $4,398 - $4,850
67 New
67 $4.53 Million
Q4 2024

Mar 04, 2025

SELL
$62.16 - $72.92 $0 - $0
0 Closed
0 $0
Q3 2024

Feb 28, 2025

BUY
$52.11 - $65.3 $0 - $0
0 New
0 $4,000
Q2 2024

Mar 04, 2025

BUY
$52.53 - $56.74 $0 - $0
0 New
0 $3,000
Q1 2024

Feb 28, 2025

BUY
$48.44 - $63.73 $0 - $0
0 New
0 $3,000
Q4 2023

Feb 28, 2025

BUY
$55.03 - $63.33 $0 - $0
0 New
0 $6,000

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 $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
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