A detailed history of Cyndeo Wealth Partners, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 3,104 shares of XEL stock, worth $250,120. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,104
Previous 3,093 0.36%
Holding current value
$250,120
Previous $210,000 19.05%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 10, 2025

BUY
$67.56 - $80.65 $743 - $887
11 Added 0.36%
3,104 $250,000
Q2 2025

Jul 24, 2025

SELL
$65.65 - $72.39 $13,392 - $14,767
-204 Reduced 6.19%
3,093 $210,000
Q1 2025

Apr 17, 2025

BUY
$63.37 - $72.1 $380 - $432
6 Added 0.18%
3,297 $233,000
Q4 2024

Jan 21, 2025

BUY
$62.16 - $72.92 $12,804 - $15,021
206 Added 6.68%
3,291 $222,000
Q3 2024

Oct 18, 2024

BUY
$52.11 - $65.3 $160,759 - $201,450
3,085 New
3,085 $201,000

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
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, 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 Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.