A detailed history of Clearstead Trust, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Clearstead Trust, LLC holds 162 shares of XEL stock, worth $13,053. This represents 0.0% of its overall portfolio holdings.

Number of Shares
162
Previous 417 61.15%
Holding current value
$13,053
Previous $28,000 53.57%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 10, 2025

SELL
$67.56 - $80.65 $17,227 - $20,565
-255 Reduced 61.15%
162 $13,000
Q2 2025

Aug 08, 2025

BUY
$65.65 - $72.39 $18,316 - $20,196
279 Added 202.17%
417 $28,000
Q1 2025

May 09, 2025

BUY
$63.37 - $72.1 $8,745 - $9,949
138 New
138 $9,000
Q3 2022

Nov 10, 2022

BUY
$64.0 - $77.41 $13,376 - $16,178
209 New
209 $13,000

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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