A detailed history of Pensionmark Financial Group, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 8,630 shares of XEL stock, worth $695,405. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,630
Previous 6,788 27.14%
Holding current value
$695,405
Previous $462,000 50.65%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025

BUY
$67.56 - $80.65 $124,445 - $148,557
1,842 Added 27.14%
8,630 $696,000
Q2 2025

Aug 04, 2025

BUY
$65.65 - $72.39 $142,591 - $157,231
2,172 Added 47.05%
6,788 $462,000
Q1 2025

Apr 29, 2025

BUY
$63.37 - $72.1 $7,604 - $8,652
120 Added 2.67%
4,616 $326,000
Q4 2024

Feb 12, 2025

BUY
$62.16 - $72.92 $279,471 - $327,848
4,496 New
4,496 $303,000

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 $44.1B
  • 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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