A detailed history of Avidian Wealth Solutions, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 3,094 shares of XEL stock, worth $211,041. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,094
Holding current value
$211,041
% of portfolio
0.01%

Shares

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

Oct 30, 2024

BUY
$52.11 - $65.3 $161,228 - $202,038
3,094 New
3,094 $202,000
Q4 2022

Feb 06, 2023

BUY
$58.86 - $71.6 $176,050 - $214,155
2,991 New
2,991 $209,000
Q2 2022

Jul 29, 2022

SELL
$63.91 - $76.34 $3,451 - $4,122
-54 Reduced 1.76%
3,012 $213,000
Q1 2022

May 10, 2022

BUY
$64.83 - $72.32 $3,954 - $4,411
61 Added 2.03%
3,066 $221,000
Q4 2021

Feb 14, 2022

BUY
$62.44 - $68.95 $187,632 - $207,194
3,005 New
3,005 $203,000
Q4 2020

Feb 09, 2021

SELL
$64.31 - $74.71 $231,065 - $268,433
-3,593 Closed
0 $0
Q3 2020

Nov 06, 2020

SELL
$63.24 - $72.45 $2,276 - $2,608
-36 Reduced 0.99%
3,593 $248,000
Q2 2020

Aug 10, 2020

BUY
$57.86 - $67.15 $173 - $201
3 Added 0.08%
3,629 $227,000
Q1 2020

Apr 22, 2020

SELL
$50.0 - $71.16 $5,400 - $7,685
-108 Reduced 2.89%
3,626 $219,000
Q4 2019

Feb 13, 2020

BUY
$60.07 - $64.95 $224,301 - $242,523
3,734 New
3,734 $237,000

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 $37.3B
  • 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 Avidian Wealth Solutions, LLC Portfolio

Follow Avidian Wealth Solutions, 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 Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.