Independent Advisor Alliance Xcel Energy Inc Transaction History

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024

A detailed history of Independent Advisor Alliance transactions in Xcel Energy Inc stock. As of the latest transaction made, Independent Advisor Alliance holds 9,684 shares of XEL stock, worth $677,589. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,684
Previous 9,988 3.04%
Holding current value
$677,589
Previous $652,000 0.15%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Feb 07, 2025
SELL
$62.16 - $72.92 $18,896 - $22,167
-304 Reduced 3.04%
9,684 $653,000
Q3 2024

Nov 12, 2024
BUY
$52.11 - $65.3 $159,039 - $199,295
3,052 Added 44.0%
9,988 $652,000
Q2 2024

Aug 12, 2024
BUY
$52.53 - $56.74 $74,750 - $80,741
1,423 Added 25.81%
6,936 $370,000
Q1 2024

May 08, 2024
SELL
$48.44 - $63.73 $33,617 - $44,228
-694 Reduced 11.18%
5,513 $296,000
Q4 2023

Feb 08, 2024
BUY
$55.03 - $63.33 $165 - $189
3 Added 0.05%
6,207 $384,000
Q3 2023

Oct 24, 2023
SELL
$55.59 - $65.21 $4,169 - $4,890
-75 Reduced 1.19%
6,204 $354,000
Q2 2023

Jul 28, 2023
BUY
$61.24 - $71.27 $3,980 - $4,632
65 Added 1.05%
6,279 $390,000
Q1 2023

May 12, 2023
BUY
$63.22 - $72.78 $392,849 - $452,254
6,214 New
6,214 $419,000
Q3 2022

Nov 04, 2022
BUY
$64.0 - $77.41 $71,168 - $86,079
1,112 Added 26.46%
5,315 $340,000
Q2 2022

Aug 04, 2022
SELL
$63.91 - $76.34 $64,996 - $77,637
-1,017 Reduced 19.48%
4,203 $297,000
Q1 2022

May 06, 2022
BUY
$64.83 - $72.32 $137,569 - $153,463
2,122 Added 68.5%
5,220 $377,000
Q4 2021

Feb 11, 2022
SELL
$62.44 - $68.95 $14,049 - $15,513
-225 Reduced 6.77%
3,098 $210,000
Q3 2021

Nov 01, 2021
SELL
$61.42 - $70.61 $3,193 - $3,671
-52 Reduced 1.54%
3,323 $208,000
Q2 2021

Aug 12, 2021
BUY
$65.71 - $72.59 $221,771 - $244,991
3,375 New
3,375 $222,000
Q3 2020

Nov 04, 2020
SELL
$63.24 - $72.45 $204,707 - $234,520
-3,237 Closed
0 $0
Q2 2020

Aug 06, 2020
BUY
$57.86 - $67.15 $187,292 - $217,364
3,237 New
3,237 $202,000

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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