A detailed history of Geneos Wealth Management Inc. transactions in Xcel Energy Inc stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 21,809 shares of XEL stock, worth $1.49 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
21,809
Previous 20,869 4.5%
Holding current value
$1.49 Million
Previous $1.11 Million 27.83%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 14, 2024

BUY
$52.11 - $65.3 $48,983 - $61,382
940 Added 4.5%
21,809 $1.42 Million
Q2 2024

Jul 23, 2024

BUY
$52.53 - $56.74 $9,718 - $10,496
185 Added 0.89%
20,869 $1.11 Million
Q1 2024

May 03, 2024

BUY
$48.44 - $63.73 $5,037 - $6,627
104 Added 0.51%
20,684 $1.11 Million
Q4 2023

Jan 26, 2024

BUY
$55.03 - $63.33 $10,015 - $11,526
182 Added 0.89%
20,580 $1.27 Million
Q3 2023

Oct 11, 2023

BUY
$55.59 - $65.21 $78,493 - $92,076
1,412 Added 7.44%
20,398 $1.17 Million
Q2 2023

Aug 08, 2023

BUY
$61.24 - $71.27 $994,231 - $1.16 Million
16,235 Added 590.15%
18,986 $1.18 Million
Q1 2023

Apr 25, 2023

SELL
$63.22 - $72.78 $683,281 - $786,606
-10,808 Reduced 79.71%
2,751 $185,000
Q4 2022

Jan 30, 2023

BUY
$58.86 - $71.6 $4,826 - $5,871
82 Added 0.61%
13,559 $950,000
Q3 2022

Nov 14, 2022

SELL
$64.0 - $77.41 $1 Million - $1.21 Million
-15,634 Reduced 53.7%
13,477 $862,000
Q2 2022

Jul 22, 2022

BUY
$63.91 - $76.34 $551,926 - $659,272
8,636 Added 42.18%
29,111 $2.06 Million
Q1 2022

May 16, 2022

SELL
$64.83 - $72.32 $49,659 - $55,397
-766 Reduced 3.61%
20,475 $1.48 Million
Q4 2021

Feb 09, 2022

SELL
$62.44 - $68.95 $54,197 - $59,848
-868 Reduced 3.93%
21,241 $1.44 Million
Q3 2021

Nov 09, 2021

BUY
$61.42 - $70.61 $39,124 - $44,978
637 Added 2.97%
22,109 $1.38 Million
Q2 2021

Jul 08, 2021

SELL
$65.71 - $72.59 $48,428 - $53,498
-737 Reduced 3.32%
21,472 $1.43 Million
Q1 2021

Jun 17, 2021

SELL
$58.03 - $67.0 $40,795 - $47,101
-703 Reduced 3.07%
22,209 $1.58 Million
Q4 2020

May 19, 2021

BUY
$64.31 - $74.71 $25,273 - $29,361
393 Added 1.75%
22,912 $1.43 Million
Q3 2020

Sep 07, 2021

SELL
$63.24 - $72.45 $8,474 - $9,708
-134 Reduced 0.59%
22,519 $1.54 Million
Q2 2020

Sep 07, 2021

SELL
$57.86 - $67.15 $77,648 - $90,115
-1,342 Reduced 5.59%
22,653 $1.41 Million
Q1 2020

Sep 07, 2021

BUY
$50.0 - $71.16 $82,750 - $117,769
1,655 Added 7.41%
23,995 $1.41 Million
Q4 2019

Sep 07, 2021

SELL
$60.07 - $64.95 $33,999 - $36,761
-566 Reduced 2.47%
22,340 $1.41 Million
Q3 2019

Sep 07, 2021

SELL
$59.43 - $65.82 $44,929 - $49,759
-756 Reduced 3.19%
22,906 $1.5 Million
Q2 2019

Sep 07, 2021

SELL
$54.68 - $61.54 $146,269 - $164,619
-2,675 Reduced 10.16%
23,662 $1.41 Million
Q1 2019

Sep 07, 2021

SELL
$48.03 - $57.36 $87,798 - $104,854
-1,828 Reduced 6.49%
26,337 $1.48 Million
Q4 2018

Sep 07, 2021

BUY
$47.12 - $53.68 $1,225 - $1,395
26 Added 0.09%
28,165 $1.39 Million
Q3 2018

Sep 07, 2021

BUY
$45.16 - $49.29 $66,023 - $72,061
1,462 Added 5.48%
28,139 $1.33 Million
Q2 2018

Sep 07, 2021

BUY
$42.13 - $47.1 $41,034 - $45,875
974 Added 3.79%
26,677 $1.22 Million
Q1 2018

Sep 07, 2021

SELL
$42.44 - $47.81 $28,434 - $32,032
-670 Reduced 2.54%
25,703 $1.17 Million
Q4 2017

Sep 07, 2021

SELL
$47.18 - $51.8 $57,370 - $62,988
-1,216 Reduced 4.41%
26,373 $1.27 Million
Q3 2017

Sep 07, 2021

BUY
$47.04 - $50.51 $56,259 - $60,409
1,196 Added 4.53%
27,589 $1.31 Million
Q2 2017

Sep 07, 2021

BUY
N/A
674 Added 2.62%
26,393 $1.21 Million
Q1 2017

Sep 07, 2021

BUY
N/A
115 Added 0.45%
25,719 $1.14 Million
Q4 2016

Sep 07, 2021

BUY
N/A
557 Added 2.22%
25,604 $1.04 Million
Q3 2016

Sep 07, 2021

BUY
N/A
849 Added 3.51%
25,047 $1.03 Million
Q2 2016

Sep 07, 2021

SELL
N/A
-3,044 Reduced 11.17%
24,198 $1.08 Million
Q1 2016

Sep 07, 2021

BUY
N/A
27,242
27,242 $1.14 Million

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
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