A detailed history of Jfs Wealth Advisors, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 257 shares of XEL stock, worth $17,529. This represents 0.0% of its overall portfolio holdings.

Number of Shares
257
Previous 233 10.3%
Holding current value
$17,529
Previous $12,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 25, 2024

BUY
$52.11 - $65.3 $1,250 - $1,567
24 Added 10.3%
257 $16,000
Q2 2024

Jul 15, 2024

SELL
$52.53 - $56.74 $262 - $283
-5 Reduced 2.1%
233 $12,000
Q1 2024

Apr 30, 2024

SELL
$48.44 - $63.73 $2,131 - $2,804
-44 Reduced 15.6%
238 $12,000
Q4 2023

Feb 07, 2024

BUY
$55.03 - $63.33 $5,282 - $6,079
96 Added 51.61%
282 $17,000
Q3 2023

Nov 02, 2023

SELL
$55.59 - $65.21 $4,169 - $4,890
-75 Reduced 28.74%
186 $10,000
Q2 2023

Aug 07, 2023

SELL
$61.24 - $71.27 $1,714 - $1,995
-28 Reduced 9.69%
261 $16,000
Q1 2023

Apr 19, 2023

BUY
$63.22 - $72.78 $885 - $1,018
14 Added 5.09%
289 $19,000
Q4 2022

Feb 13, 2023

SELL
$58.86 - $71.6 $6,180 - $7,517
-105 Reduced 27.63%
275 $19,000
Q3 2022

Oct 21, 2022

SELL
$64.0 - $77.41 $2,240 - $2,709
-35 Reduced 8.43%
380 $24,000
Q2 2022

Aug 02, 2022

BUY
$63.91 - $76.34 $4,665 - $5,572
73 Added 21.35%
415 $29,000
Q1 2022

May 02, 2022

BUY
$64.83 - $72.32 $15,948 - $17,790
246 Added 256.25%
342 $25,000
Q4 2021

Feb 03, 2022

BUY
$62.44 - $68.95 $5,994 - $6,619
96 New
96 $6,000

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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