Srs Capital Advisors, Inc. Xcel Energy Inc Transaction History

Srs Capital Advisors, Inc.

$1.5 Billion
Q4 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Xcel Energy Inc stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 11,743 shares of XEL stock, worth $808,505. This represents 0.05% of its overall portfolio holdings.

Number of Shares

11,743

Previous 4,042 190.52%

Holding current value

$808,505

Previous $263,000 201.14%

% of portfolio

0.05%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$62.16 - $72.92 $478,694 - $561,556	7,701 Added 190.52%	11,743 $792,000
Q3 2024 Nov 06, 2024	BUY	$52.11 - $65.3 $4,742 - $5,942	91 Added 2.3%	4,042 $263,000
Q2 2024 Aug 06, 2024	BUY	$52.53 - $56.74 $30,257 - $32,682	576 Added 17.07%	3,951 $211,000
Q1 2024 May 14, 2024	SELL	$48.44 - $63.73 $515,110 - $677,704	-10,634 Reduced 75.91%	3,375 $181,000
Q4 2023 Feb 06, 2024	SELL	$55.03 - $63.33 $12,711 - $14,629	-231 Reduced 1.62%	14,009 $867,000
Q3 2023 Nov 14, 2023	SELL	$55.59 - $65.21 $2,223 - $2,608	-40 Reduced 0.28%	14,240 $814,000
Q2 2023 Aug 14, 2023	BUY	$61.24 - $71.27 $1,347 - $1,567	22 Added 0.15%	14,280 $887,000
Q1 2023 May 16, 2023	BUY	$63.22 - $72.78 $3,982 - $4,585	63 Added 0.44%	14,258 $961,000
Q4 2022 Feb 24, 2023	SELL	$58.86 - $71.6 $1,883 - $2,291	-32 Reduced 0.22%	14,195 $995,000
Q3 2022 Nov 03, 2022	SELL	$64.0 - $77.41 $960 - $1,161	-15 Reduced 0.11%	14,227 $911,000
Q2 2022 Aug 22, 2022	BUY	$63.91 - $76.34 $1,789 - $2,137	28 Added 0.2%	14,242 $1.01 Million
Q1 2022 May 12, 2022	BUY	$64.83 - $72.32 $4,149 - $4,628	64 Added 0.45%	14,214 $1.03 Million
Q4 2021 Feb 08, 2022	SELL	$62.44 - $68.95 $9,303 - $10,273	-149 Reduced 1.04%	14,150 $958,000
Q3 2021 Nov 05, 2021	BUY	$61.42 - $70.61 $10,932 - $12,568	178 Added 1.26%	14,299 $894,000
Q2 2021 Aug 02, 2021	SELL	$65.71 - $72.59 $30,883 - $34,117	-470 Reduced 3.22%	14,121 $930,000
Q4 2020 Feb 03, 2021	BUY	$64.31 - $74.71 $4,566 - $5,304	71 Added 0.49%	14,591 $973,000
Q3 2020 Nov 12, 2020	BUY	$63.24 - $72.45 $40,410 - $46,295	639 Added 4.6%	14,520 $1 Million
Q2 2020 Aug 06, 2020	SELL	$57.86 - $67.15 $3,934 - $4,566	-68 Reduced 0.49%	13,881 $868,000
Q1 2020 May 13, 2020	BUY	$50.0 - $71.16 $74,150 - $105,530	1,483 Added 11.9%	13,949 $841,000
Q4 2019 Feb 07, 2020	BUY	$60.07 - $64.95 $4,144 - $4,481	69 Added 0.56%	12,466 $791,000
Q3 2019 Nov 01, 2019	BUY	$59.43 - $65.82 $4,219 - $4,673	71 Added 0.58%	12,397 $804,000
Q2 2019 Aug 08, 2019	BUY	$54.68 - $61.54 $8,694 - $9,784	159 Added 1.31%	12,326 $733,000
Q4 2018 Feb 06, 2019	BUY	$47.12 - $53.68 $3,910 - $4,455	83 Added 0.69%	12,167 $599,000
Q3 2018 Nov 06, 2018	BUY	$45.16 - $49.29 $545,713 - $595,620	12,084 New	12,084 $571,000

Others Institutions Holding XEL

# of Institutions

1,216

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 $37.7B
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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Srs Capital Advisors, Inc. Xcel Energy Inc Transaction History