High Mark Wealth Management LLC Xcel Energy Inc Transaction History

High Mark Wealth Management LLC

  • $173 Million
  • Q4 2024

A detailed history of High Mark Wealth Management LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, High Mark Wealth Management LLC holds 7,419 shares of XEL stock, worth $509,907. This represents 0.29% of its overall portfolio holdings.

Number of Shares
7,419
Previous 13,028 43.05%
Holding current value
$509,907
Previous $850,000 41.18%
% of portfolio
0.29%
Previous 0.47%

Shares

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

Jan 31, 2025
SELL
$62.16 - $72.92 $348,655 - $409,008
-5,609 Reduced 43.05%
7,419 $500,000
Q3 2024

Oct 17, 2024
BUY
$52.11 - $65.3 $79,571 - $99,713
1,527 Added 13.28%
13,028 $850,000
Q2 2024

Jul 29, 2024
BUY
$52.53 - $56.74 $6,881 - $7,432
131 Added 1.15%
11,501 $614,000
Q1 2024

Apr 26, 2024
BUY
$48.44 - $63.73 $215,993 - $284,172
4,459 Added 64.52%
11,370 $611,000
Q4 2023

Jan 22, 2024
BUY
$55.03 - $63.33 $2,091 - $2,406
38 Added 0.55%
6,911 $427,000
Q3 2023

Oct 18, 2023
SELL
$55.59 - $65.21 $14,842 - $17,411
-267 Reduced 3.74%
6,873 $393,000
Q2 2023

Jul 26, 2023
BUY
$61.24 - $71.27 $122 - $142
2 Added 0.03%
7,140 $443,000
Q1 2023

Apr 20, 2023
BUY
$63.22 - $72.78 $126 - $145
2 Added 0.03%
7,138 $481,000
Q4 2022

Feb 01, 2023
BUY
$58.86 - $71.6 $117 - $143
2 Added 0.03%
7,136 $500,000
Q3 2022

Oct 21, 2022
BUY
$64.0 - $77.41 $128 - $154
2 Added 0.03%
7,134 $457,000
Q2 2022

Jul 19, 2022
SELL
$63.91 - $76.34 $2,109 - $2,519
-33 Reduced 0.46%
7,132 $505,000
Q1 2022

Apr 25, 2022
SELL
$64.83 - $72.32 $68,590 - $76,514
-1,058 Reduced 12.87%
7,165 $517,000
Q4 2021

Jan 20, 2022
SELL
$62.44 - $68.95 $4,558 - $5,033
-73 Reduced 0.88%
8,223 $557,000
Q3 2021

Nov 01, 2021
BUY
$61.42 - $70.61 $122 - $141
2 Added 0.02%
8,296 $519,000
Q2 2021

Aug 02, 2021
BUY
$65.71 - $72.59 $197 - $217
3 Added 0.04%
8,294 $546,000
Q1 2021

Apr 22, 2021
BUY
$58.03 - $67.0 $1,624 - $1,876
28 Added 0.34%
8,291 $551,000
Q4 2020

Jan 27, 2021
BUY
$64.31 - $74.71 $128 - $149
2 Added 0.02%
8,263 $551,000
Q3 2020

Oct 26, 2020
BUY
$63.24 - $72.45 $3,604 - $4,129
57 Added 0.69%
8,261 $570,000
Q2 2020

Jul 22, 2020
BUY
$57.86 - $67.15 $115 - $134
2 Added 0.02%
8,204 $513,000
Q1 2020

Apr 30, 2020
BUY
$50.0 - $71.16 $500 - $711
10 Added 0.12%
8,202 $494,000
Q4 2019

Mar 19, 2020
BUY
$60.07 - $64.95 $492,093 - $532,070
8,192 New
8,192 $520,000

Others Institutions Holding XEL

# of Institutions
1,215
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 $37.6B
  • 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 High Mark Wealth Management LLC Portfolio

Follow High Mark Wealth Management 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 High Mark Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Mark Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email