Level Four Advisory Services, LLC Xcel Energy Inc Transaction History

Level Four Advisory Services, LLC

$2.29 Billion
Q4 2024

A detailed history of Level Four Advisory Services, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 6,695 shares of XEL stock, worth $473,872. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,695

Previous 6,721 0.39%

Holding current value

$473,872

Previous $438,000 3.2%

% of portfolio

0.02%

Previous 0.02%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$62.16 - $72.92 $1,616 - $1,895	-26 Reduced 0.39%	6,695 $452,000
Q3 2024 Nov 14, 2024	BUY	$52.11 - $65.3 $9,275 - $11,623	178 Added 2.72%	6,721 $438,000
Q2 2024 Aug 09, 2024	BUY	$52.53 - $56.74 $58,413 - $63,094	1,112 Added 20.48%	6,543 $349,000
Q4 2023 Feb 08, 2024	SELL	$55.03 - $63.33 $45,179 - $51,993	-821 Reduced 13.13%	5,431 $336,000
Q3 2023 Nov 13, 2023	SELL	$55.59 - $65.21 $74,657 - $87,577	-1,343 Reduced 17.68%	6,252 $357,000
Q2 2023 Jul 10, 2023	BUY	$61.24 - $71.27 $185,373 - $215,734	3,027 Added 66.27%	7,595 $472,000
Q1 2023 Jun 05, 2023	BUY	$63.22 - $72.78 $29,586 - $34,061	468 Added 11.41%	4,568 $308,000
Q4 2022 Feb 13, 2023	BUY	$58.86 - $71.6 $50,207 - $61,074	853 Added 26.27%	4,100 $287,000
Q3 2022 Nov 07, 2022	SELL	$64.0 - $77.41 $2,624 - $3,173	-41 Reduced 1.25%	3,247 $208,000
Q2 2022 Aug 08, 2022	SELL	$63.91 - $76.34 $13,229 - $15,802	-207 Reduced 5.92%	3,288 $233,000
Q1 2022 May 10, 2022	BUY	$64.83 - $72.32 $11,410 - $12,728	176 Added 5.3%	3,495 $252,000
Q4 2021 Feb 11, 2022	SELL	$62.44 - $68.95 $29,721 - $32,820	-476 Reduced 12.54%	3,319 $225,000
Q3 2021 Oct 12, 2021	BUY	$61.42 - $70.61 $36,299 - $41,730	591 Added 18.45%	3,795 $237,000
Q2 2021 Aug 09, 2021	SELL	$65.71 - $72.59 $39,425 - $43,554	-600 Reduced 15.77%	3,204 $211,000
Q1 2021 May 10, 2021	BUY	$58.03 - $67.0 $27,448 - $31,691	473 Added 14.2%	3,804 $253,000
Q4 2020 Feb 10, 2021	SELL	$64.31 - $74.71 $26,624 - $30,929	-414 Reduced 11.05%	3,331 $222,000
Q3 2020 Nov 02, 2020	SELL	$63.24 - $72.45 $10,687 - $12,244	-169 Reduced 4.32%	3,745 $258,000
Q2 2020 Aug 17, 2020	BUY	$57.86 - $67.15 $226,464 - $262,825	3,914 New	3,914 $247,000
Q2 2020 Jul 27, 2020	SELL	$57.86 - $67.15 $228,315 - $264,973	-3,946 Closed	0 $0
Q1 2020 May 13, 2020	BUY	$50.0 - $71.16 $20,450 - $29,104	409 Added 11.56%	3,946 $238,000
Q4 2019 Feb 13, 2020	BUY	$60.07 - $64.95 $9,611 - $10,392	160 Added 4.74%	3,537 $226,000
Q3 2019 Nov 12, 2019	SELL	$59.43 - $65.82 $1,069 - $1,184	-18 Reduced 0.53%	3,377 $219,000
Q2 2019 Aug 14, 2019	BUY	$54.68 - $61.54 $185,638 - $208,928	3,395 New	3,395 $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

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $38.7B
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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Level Four Advisory Services, LLC Xcel Energy Inc Transaction History