Cherry Tree Wealth Management, LLC Xcel Energy Inc Transaction History
Cherry Tree Wealth Management, LLC
- $456 Billion
- Q3 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,830 shares of XEL stock, worth $147,461. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,830
Previous 2,551
28.26%
Holding current value
$147,461
Previous $174 Million
15.02%
% of portfolio
0.03%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding XEL
# of Institutions
1,347Shares Held
535MCall Options Held
1.56MPut Options Held
742K-
Vanguard Group Inc Valley Forge, PA76.7MShares$6.18 Billion0.1% of portfolio
-
Black Rock Inc. New York, NY45.9MShares$3.69 Billion0.06% of portfolio
-
State Street Corp Boston, MA35.9MShares$2.89 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC28.9MShares$2.32 Billion0.16% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD27.9MShares$2.25 Billion0.24% of portfolio
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...