Adviser Investments LLC Xcel Energy Inc Transaction History

Adviser Investments LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$62.16 - $72.92 $10,940 - $12,833	176 Added 3.53%	5,155 $348,000
Q3 2024 Nov 08, 2024	BUY	$52.11 - $65.3 $52 - $65	1 Added 0.02%	4,979 $325,000
Q1 2024 Apr 29, 2024	BUY	$48.44 - $63.73 $193 - $254	4 Added 0.08%	4,978 $267,000
Q4 2023 Feb 01, 2024	SELL	$55.03 - $63.33 $2,366 - $2,723	-43 Reduced 0.86%	4,974 $307,000
Q2 2023 Aug 04, 2023	SELL	$61.24 - $71.27 $7,777 - $9,051	-127 Reduced 2.47%	5,017 $311,000

Q1 2023 Apr 25, 2023	BUY	$63.22 - $72.78 $8,028 - $9,243	127 Added 2.53%	5,144 $346,000
Q4 2022 Jan 19, 2023	SELL	$58.86 - $71.6 $26,604 - $32,363	-452 Reduced 8.26%	5,017 $0
Q2 2022 Jul 14, 2022	BUY	$63.91 - $76.34 $40,838 - $48,781	639 Added 13.23%	5,469 $387,000
Q1 2021 May 05, 2021	BUY	$58.03 - $67.0 $280,284 - $323,610	4,830 New	4,830 $321,000
Q3 2018 Nov 14, 2018	SELL	$45.16 - $49.29 $51,933 - $56,683	-1,150 Closed	0 $0
Q2 2018 Aug 02, 2018	BUY	$42.13 - $47.1 $2,949 - $3,297	70 Added 6.48%	1,150 $53,000
Q1 2018 May 14, 2018	BUY	$42.44 - $47.81 $45,835 - $51,634	1,080 New	1,080 $49,000

1,350

537M

1.56M

742K

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...

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