Hbk Sorce Advisory LLC Xcel Energy Inc Transaction History

Hbk Sorce Advisory LLC

  • $2.53 Billion
  • Q4 2024

A detailed history of Hbk Sorce Advisory LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 5,903 shares of XEL stock, worth $413,032. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,903
Previous 4,559 29.48%
Holding current value
$413,032
Previous $297,000 34.01%
% of portfolio
0.02%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$62.16 - $72.92 $83,543 - $98,004
1,344 Added 29.48%
5,903 $398,000
Q3 2024

Nov 12, 2024
SELL
$52.11 - $65.3 $22,146 - $27,752
-425 Reduced 8.53%
4,559 $297,000
Q2 2024

Aug 08, 2024
BUY
$52.53 - $56.74 $261,809 - $282,792
4,984 New
4,984 $266,000
Q1 2023

May 15, 2023
BUY
$63.22 - $72.78 $7,459 - $8,588
118 Added 2.73%
4,444 $450,000
Q4 2022

Feb 09, 2023
BUY
$58.86 - $71.6 $254,628 - $309,741
4,326 New
4,326 $303,000
Q1 2021

May 14, 2021
SELL
$58.03 - $67.0 $382,881 - $442,066
-6,598 Closed
0 $0
Q4 2020

Feb 12, 2021
SELL
$64.31 - $74.71 $8,810 - $10,235
-137 Reduced 2.03%
6,598 $440,000
Q3 2020

Nov 13, 2020
BUY
$63.24 - $72.45 $21,375 - $24,488
338 Added 5.28%
6,735 $465,000
Q1 2020

May 15, 2020
BUY
$50.0 - $71.16 $5,300 - $7,542
106 Added 1.68%
6,397 $386,000
Q4 2019

Feb 13, 2020
SELL
$60.07 - $64.95 $117,617 - $127,172
-1,958 Reduced 23.74%
6,291 $399,000
Q3 2019

Nov 14, 2019
SELL
$59.43 - $65.82 $43,918 - $48,640
-739 Reduced 8.22%
8,249 $535,000
Q2 2019

Aug 15, 2019
BUY
$54.68 - $61.54 $128,880 - $145,049
2,357 Added 35.55%
8,988 $535,000
Q2 2019

Aug 14, 2019
SELL
$54.68 - $61.54 $93,010 - $104,679
-1,701 Reduced 20.42%
6,631 $297,000
Q1 2019

May 13, 2019
BUY
$48.03 - $57.36 $37,415 - $44,683
779 Added 10.31%
8,332 $468,000
Q4 2018

Feb 14, 2019
SELL
$47.12 - $53.68 $47,638 - $54,270
-1,011 Reduced 11.81%
7,553 $372,000
Q3 2018

Nov 15, 2018
BUY
$45.16 - $49.29 $316 - $345
7 Added 0.08%
8,564 $404,000
Q1 2018

May 15, 2018
BUY
$42.44 - $47.81 $6,705 - $7,553
158 Added 1.88%
8,557 $389,000
Q3 2017

Nov 14, 2017
BUY
$47.04 - $50.51 $395,088 - $424,233
8,399
8,399 $397,000

Others Institutions Holding XEL

# of Institutions
1,213
Shares Held
481M
Call Options Held
2.2M
Put Options Held
301K
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 $38.3B
  • 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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