Creative Planning Xcel Energy Inc Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025

A detailed history of Creative Planning transactions in Xcel Energy Inc stock. As of the latest transaction made, Creative Planning holds 365,291 shares of XEL stock, worth $29.4 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
365,291
Previous 301,159 21.3%
Holding current value
$29.4 Million
Previous $20.5 Million 43.65%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2025
BUY
$67.56 - $80.65 $4.33 Million - $5.17 Million
64,132 Added 21.3%
365,291 $29.5 Million
Q2 2025

Aug 08, 2025
SELL
$65.65 - $72.39 $422,917 - $466,336
-6,442 Reduced 2.09%
301,159 $20.5 Million
Q1 2025

May 15, 2025
BUY
$63.37 - $72.1 $579,708 - $659,570
9,148 Added 3.07%
307,601 $21.8 Million
Q4 2024

Feb 14, 2025
BUY
$62.16 - $72.92 $727,147 - $853,018
11,698 Added 4.08%
298,453 $20.2 Million
Q3 2024

Oct 11, 2024
BUY
$52.11 - $65.3 $215,526 - $270,080
4,136 Added 1.46%
286,755 $18.7 Million
Q2 2024

Aug 15, 2024
BUY
$52.53 - $56.74 $7.98 Million - $8.62 Million
151,843 Added 116.11%
282,619 $15.1 Million
Q1 2024

May 10, 2024
BUY
$48.44 - $63.73 $95,184 - $125,229
1,965 Added 1.53%
130,776 $7.03 Million
Q4 2023

Feb 14, 2024
SELL
$55.03 - $63.33 $2.13 Million - $2.45 Million
-38,650 Reduced 23.08%
128,811 $7.97 Million
Q3 2023

Nov 16, 2023
BUY
$55.59 - $65.21 $1.28 Million - $1.5 Million
23,063 Added 15.97%
167,461 $9.58 Million
Q2 2023

Jul 21, 2023
BUY
$61.24 - $71.27 $721,162 - $839,275
11,776 Added 8.88%
144,398 $8.98 Million
Q1 2023

May 15, 2023
BUY
$63.22 - $72.78 $148,946 - $171,469
2,356 Added 1.81%
132,622 $8.94 Million
Q4 2022

Feb 10, 2023
BUY
$58.86 - $71.6 $302,128 - $367,522
5,133 Added 4.1%
130,266 $9.13 Million
Q3 2022

Nov 03, 2022
SELL
$64.0 - $77.41 $30,080 - $36,382
-470 Reduced 0.37%
125,133 $8.01 Million
Q2 2022

Aug 15, 2022
SELL
$63.91 - $76.34 $428,324 - $511,630
-6,702 Reduced 5.07%
125,603 $8.89 Million
Q1 2022

May 16, 2022
BUY
$64.83 - $72.32 $986,388 - $1.1 Million
15,215 Added 12.99%
132,305 $9.55 Million
Q4 2021

Feb 11, 2022
SELL
$62.44 - $68.95 $245,638 - $271,249
-3,934 Reduced 3.25%
117,090 $7.93 Million
Q3 2021

Nov 10, 2021
BUY
$61.42 - $70.61 $84,636 - $97,300
1,378 Added 1.15%
121,024 $7.56 Million
Q2 2021

Aug 04, 2021
BUY
$65.71 - $72.59 $1.46 Million - $1.62 Million
22,274 Added 22.88%
119,646 $7.88 Million
Q1 2021

Apr 30, 2021
SELL
$58.03 - $67.0 $106,485 - $122,945
-1,835 Reduced 1.85%
97,372 $6.48 Million
Q4 2020

Jan 29, 2021
BUY
$64.31 - $74.71 $198,524 - $230,629
3,087 Added 3.21%
99,207 $6.61 Million
Q3 2020

Nov 05, 2020
BUY
$63.24 - $72.45 $176,123 - $201,773
2,785 Added 2.98%
96,120 $6.63 Million
Q2 2020

Jul 23, 2020
BUY
$57.86 - $67.15 $26,152 - $30,351
452 Added 0.49%
93,335 $5.83 Million
Q1 2020

May 05, 2020
BUY
$50.0 - $71.16 $119,500 - $170,072
2,390 Added 2.64%
92,883 $5.6 Million
Q4 2019

Jan 30, 2020
SELL
$60.07 - $64.95 $163,570 - $176,858
-2,723 Reduced 2.92%
90,493 $5.75 Million
Q3 2019

Nov 01, 2019
SELL
$59.43 - $65.82 $395,031 - $437,505
-6,647 Reduced 6.66%
93,216 $6.05 Million
Q2 2019

Jul 26, 2019
BUY
$54.68 - $61.54 $137,246 - $154,465
2,510 Added 2.58%
99,863 $5.94 Million
Q1 2019

Apr 24, 2019
BUY
$48.03 - $57.36 $51,055 - $60,973
1,063 Added 1.1%
97,353 $5.47 Million
Q4 2018

Feb 01, 2019
SELL
$47.12 - $53.68 $555,639 - $632,994
-11,792 Reduced 10.91%
96,290 $4.74 Million
Q3 2018

Oct 25, 2018
BUY
$45.16 - $49.29 $340,641 - $371,794
7,543 Added 7.5%
108,082 $5.1 Million
Q2 2018

Jul 20, 2018
SELL
$42.13 - $47.1 $15,124 - $16,908
-359 Reduced 0.36%
100,539 $4.59 Million
Q1 2018

Apr 18, 2018
SELL
$42.44 - $47.81 $150,492 - $169,534
-3,546 Reduced 3.4%
100,898 $4.59 Million
Q4 2017

Jan 17, 2018
BUY
$47.18 - $51.8 $264,255 - $290,131
5,601 Added 5.67%
104,444 $5.03 Million
Q3 2017

Oct 17, 2017
BUY
$47.04 - $50.51 $4.65 Million - $4.99 Million
98,843
98,843 $4.68 Million

Others Institutions Holding XEL

# of Institutions
1,347
Shares Held
535M
Call Options Held
1.56M
Put Options Held
742K
View Full List

About XCEL ENERGY INC

XEL Quotes by TradingView
  • 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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