A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Xcel Energy Inc stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 1,700 shares of XEL stock, worth $115,906. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,700
Previous 1,765 3.68%
Holding current value
$115,906
Previous $94,000 18.09%
% 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

SELL
$52.11 - $65.3 $3,387 - $4,244
-65 Reduced 3.68%
1,700 $111,000
Q1 2024

Apr 23, 2024

SELL
$48.44 - $63.73 $290,640 - $382,380
-6,000 Reduced 77.27%
1,765 $94,000
Q3 2023

Nov 03, 2023

SELL
$55.59 - $65.21 $243,595 - $285,750
-4,382 Reduced 36.07%
7,765 $444,000
Q1 2023

May 02, 2023

BUY
$63.22 - $72.78 $94,830 - $109,170
1,500 Added 14.09%
12,147 $819,000
Q3 2022

Oct 25, 2022

SELL
$64.0 - $77.41 $39,360 - $47,607
-615 Reduced 5.46%
10,647 $681,000
Q4 2021

Feb 14, 2022

SELL
$62.44 - $68.95 $9,990 - $11,032
-160 Reduced 1.4%
11,262 $762,000
Q3 2021

Nov 12, 2021

SELL
$61.42 - $70.61 $4,360 - $5,013
-71 Reduced 0.62%
11,422 $714,000
Q2 2021

Aug 13, 2021

SELL
$65.71 - $72.59 $2,891 - $3,193
-44 Reduced 0.38%
11,493 $757,000
Q1 2021

Apr 14, 2021

BUY
$58.03 - $67.0 $6,673 - $7,705
115 Added 1.01%
11,537 $767,000
Q4 2019

Jan 22, 2020

BUY
$60.07 - $64.95 $619,141 - $669,439
10,307 Added 924.39%
11,422 $725,000
Q1 2019

Apr 08, 2019

SELL
$48.03 - $57.36 $6,243 - $7,456
-130 Reduced 10.44%
1,115 $63,000
Q2 2017

Aug 07, 2017

BUY
N/A
1,245
1,245 $0

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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