Kingswood Wealth Advisors, LLC Xcel Energy Inc Transaction History

Kingswood Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$52.11 - $65.3 $11,412 - $14,300	219 Added 3.7%	6,130 $400 Million
Q2 2024 Jul 09, 2024	BUY	$52.53 - $56.74 $17,650 - $19,064	336 Added 6.03%	5,911 $316 Million
Q1 2024 Apr 15, 2024	SELL	$48.44 - $63.73 $313,745 - $412,779	-6,477 Reduced 53.74%	5,575 $300 Million
Q4 2023 Jan 16, 2024	BUY	$55.03 - $63.33 $46,335 - $53,323	842 Added 7.51%	12,052 $746 Million
Q3 2023 Oct 23, 2023	BUY	$55.59 - $65.21 $623,163 - $731,004	11,210 New	11,210 $641 Million

1,172

454M

1.54M

732K

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $36.6B
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...

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