Kestra Advisory Services, LLC Xcel Energy Inc Transaction History

Kestra Advisory Services, LLC

$17.2 Billion
Q4 2024

A detailed history of Kestra Advisory Services, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 49,920 shares of XEL stock, worth $3.41 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

49,920

Previous 48,267 3.42%

Holding current value

$3.41 Million

Previous $3.15 Million 6.95%

% of portfolio

0.02%

Previous 0.02%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$62.16 - $72.92 $102,750 - $120,536	1,653 Added 3.42%	49,920 $3.37 Million
Q3 2024 Nov 13, 2024	SELL	$52.11 - $65.3 $113,495 - $142,223	-2,178 Reduced 4.32%	48,267 $3.15 Million
Q2 2024 Aug 14, 2024	BUY	$52.53 - $56.74 $181,438 - $195,979	3,454 Added 7.35%	50,445 $2.69 Million
Q1 2024 May 15, 2024	SELL	$48.44 - $63.73 $1.22 Million - $1.61 Million	-25,213 Reduced 34.92%	46,991 $2.53 Million
Q4 2023 Feb 14, 2024	BUY	$55.03 - $63.33 $55,195 - $63,519	1,003 Added 1.41%	72,204 $4.47 Million
Q3 2023 Nov 09, 2023	BUY	$55.59 - $65.21 $1.48 Million - $1.73 Million	26,588 Added 59.6%	71,201 $4.07 Million
Q2 2023 Aug 11, 2023	SELL	$61.24 - $71.27 $193,273 - $224,928	-3,156 Reduced 6.61%	44,613 $2.77 Million
Q1 2023 May 12, 2023	SELL	$63.22 - $72.78 $101,847 - $117,248	-1,611 Reduced 3.26%	47,769 $3.22 Million
Q4 2022 Jan 31, 2023	SELL	$58.86 - $71.6 $2.06 Million - $2.5 Million	-34,921 Reduced 41.42%	49,380 $3.46 Million
Q3 2022 Nov 01, 2022	BUY	$64.0 - $77.41 $2.39 Million - $2.89 Million	37,350 Added 79.55%	84,301 $5.4 Billion
Q2 2022 Aug 12, 2022	SELL	$63.91 - $76.34 $475,618 - $568,122	-7,442 Reduced 13.68%	46,951 $3.32 Million
Q1 2022 Apr 26, 2022	BUY	$64.83 - $72.32 $244,149 - $272,357	3,766 Added 7.44%	54,393 $3.93 Million
Q4 2021 Jan 20, 2022	BUY	$62.44 - $68.95 $91,849 - $101,425	1,471 Added 2.99%	50,627 $3.43 Million
Q3 2021 Oct 19, 2021	BUY	$61.42 - $70.61 $18,057 - $20,759	294 Added 0.6%	49,156 $3.07 Million
Q2 2021 Jul 28, 2021	SELL	$65.71 - $72.59 $35,746 - $39,488	-544 Reduced 1.1%	48,862 $3.22 Million
Q1 2021 May 10, 2021	SELL	$58.03 - $67.0 $1.58 Million - $1.82 Million	-27,176 Reduced 35.49%	49,406 $3.29 Million
Q4 2020 Jan 20, 2021	BUY	$64.31 - $74.71 $2.39 Million - $2.78 Million	37,200 Added 94.46%	76,582 $5.03 Billion
Q3 2020 Nov 12, 2020	BUY	$63.24 - $72.45 $2.49 Million - $2.85 Million	39,382 New	39,382 $2.72 Billion

Others Institutions Holding XEL

# of Institutions

1,196

Shares Held

464M

Call Options Held

1.5M

Put Options Held

674K

View Full List

About XCEL ENERGY INC

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $37.4B
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...

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Kestra Advisory Services, LLC Xcel Energy Inc Transaction History