A detailed history of Heritage Wealth Architects, Inc. transactions in Xcel Energy Inc stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 4,016 shares of XEL stock, worth $323,609. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,016
Previous 3,908 2.76%
Holding current value
$323,609
Previous $315 Million 4.4%
% of portfolio
0.14%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026

BUY
$79.6 - $81.85 $8,596 - $8,839
108 Added 2.76%
4,016 $301 Million
Q3 2025

Oct 02, 2025

BUY
$67.56 - $80.65 $337 - $403
5 Added 0.13%
3,908 $315 Million
Q2 2025

Jul 09, 2025

BUY
$65.65 - $72.39 $25,406 - $28,014
387 Added 11.01%
3,903 $266 Million
Q1 2025

May 15, 2025

BUY
$63.37 - $72.1 $222,808 - $253,503
3,516 New
3,516 $249 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 $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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