A detailed history of Peak Asset Management, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Peak Asset Management, LLC holds 3,896 shares of XEL stock, worth $265,746. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,896
Previous 3,896 -0.0%
Holding current value
$265,746
Previous $208,000 22.12%
% of portfolio
0.05%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023

SELL
$55.59 - $65.21 $7,615 - $8,933
-137 Reduced 3.4%
3,896 $222,000
Q2 2023

Aug 11, 2023

SELL
$61.24 - $71.27 $52,360 - $60,935
-855 Reduced 17.49%
4,033 $250,000
Q1 2023

May 10, 2023

BUY
$63.22 - $72.78 $8,661 - $9,970
137 Added 2.88%
4,888 $329,000
Q4 2022

Jan 30, 2023

SELL
$58.86 - $71.6 $21,189 - $25,775
-360 Reduced 7.04%
4,751 $333,000
Q1 2022

May 12, 2022

SELL
$64.83 - $72.32 $9,400 - $10,486
-145 Reduced 2.76%
5,111 $369,000
Q3 2020

Nov 13, 2020

BUY
$63.24 - $72.45 $63,240 - $72,450
1,000 Added 23.5%
5,256 $363,000
Q3 2018

Nov 09, 2018

BUY
$45.16 - $49.29 $192,200 - $209,778
4,256 New
4,256 $201,000
Q1 2018

May 14, 2018

SELL
$42.44 - $47.81 $180,624 - $203,479
-4,256 Closed
0 $0
Q3 2017

Nov 13, 2017

BUY
$47.04 - $50.51 $200,202 - $214,970
4,256
4,256 $201,000

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
Track This Portfolio

Track Peak Asset Management, LLC Portfolio

Follow Peak Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peak Asset Management, LLC with notifications on news.