Steward Partners Investment Advisory, LLC Xcel Energy Inc Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 16,778 shares of XEL stock, worth $1.15 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,778

Previous 15,449 8.6%

Holding current value

$1.15 Million

Previous $1.01 Million 12.3%

% of portfolio

0.01%

Previous 0.01%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$62.16 - $72.92 $82,610 - $96,910	1,329 Added 8.6%	16,778 $1.13 Million
Q3 2024 Nov 14, 2024	BUY	$52.11 - $65.3 $67,795 - $84,955	1,301 Added 9.2%	15,449 $1.01 Million
Q2 2024 Aug 08, 2024	SELL	$52.53 - $56.74 $68,236 - $73,705	-1,299 Reduced 8.41%	14,148 $755,000
Q1 2024 May 15, 2024	SELL	$48.44 - $63.73 $910,139 - $1.2 Million	-18,789 Reduced 54.88%	15,447 $830,000
Q4 2023 Feb 12, 2024	SELL	$55.03 - $63.33 $83,315 - $95,881	-1,514 Reduced 4.23%	34,236 $2.12 Million
Q3 2023 Nov 13, 2023	BUY	$55.59 - $65.21 $38,579 - $45,255	694 Added 1.98%	35,750 $2.05 Million
Q2 2023 Aug 14, 2023	SELL	$61.24 - $71.27 $142,260 - $165,560	-2,323 Reduced 6.21%	35,056 $2.18 Million
Q1 2023 May 15, 2023	BUY	$63.22 - $72.78 $47,225 - $54,366	747 Added 2.04%	37,379 $2.52 Million
Q4 2022 Feb 15, 2023	BUY	$58.86 - $71.6 $60,743 - $73,891	1,032 Added 2.9%	36,632 $2.57 Million
Q3 2022 Nov 10, 2022	SELL	$64.0 - $77.41 $123,904 - $149,865	-1,936 Reduced 5.16%	35,600 $2.28 Million
Q2 2022 Aug 04, 2022	SELL	$63.91 - $76.34 $21,218 - $25,344	-332 Reduced 0.88%	37,536 $2.66 Million
Q1 2022 May 02, 2022	SELL	$64.83 - $72.32 $402,918 - $449,468	-6,215 Reduced 14.1%	37,868 $2.73 Million
Q4 2021 Feb 08, 2022	SELL	$62.44 - $68.95 $47,267 - $52,195	-757 Reduced 1.69%	44,083 $2.98 Million
Q3 2021 Nov 12, 2021	BUY	$61.42 - $70.61 $70,755 - $81,342	1,152 Added 2.64%	44,840 $2.8 Million
Q2 2021 Aug 13, 2021	BUY	$65.71 - $72.59 $426,983 - $471,689	6,498 Added 17.47%	43,688 $2.88 Million
Q1 2021 May 14, 2021	BUY	$58.03 - $67.0 $380,328 - $439,118	6,554 Added 21.39%	37,190 $2.47 Million
Q4 2020 Feb 11, 2021	BUY	$64.31 - $74.71 $518,724 - $602,610	8,066 Added 35.74%	30,636 $2.04 Million
Q3 2020 Oct 30, 2020	SELL	$63.24 - $72.45 $53,690 - $61,510	-849 Reduced 3.63%	22,570 $1.56 Million
Q2 2020 Aug 06, 2020	BUY	$57.86 - $67.15 $159,577 - $185,199	2,758 Added 13.35%	23,419 $1.46 Million
Q1 2020 Apr 29, 2020	BUY	$50.0 - $71.16 $56,700 - $80,695	1,134 Added 5.81%	20,661 $1.25 Million
Q4 2019 Jan 17, 2020	BUY	$60.07 - $64.95 $50,158 - $54,233	835 Added 4.47%	19,527 $1.24 Million
Q3 2019 Oct 30, 2019	BUY	$59.43 - $65.82 $36,014 - $39,886	606 Added 3.35%	18,692 $1.21 Million
Q2 2019 Jul 25, 2019	BUY	$54.68 - $61.54 $55,554 - $62,524	1,016 Added 5.95%	18,086 $1.08 Million
Q1 2019 Apr 30, 2019	BUY	$48.03 - $57.36 $52,929 - $63,210	1,102 Added 6.9%	17,070 $959,000
Q4 2018 Jan 15, 2019	BUY	$47.12 - $53.68 $103,287 - $117,666	2,192 Added 15.91%	15,968 $786,000
Q3 2018 Oct 23, 2018	BUY	$45.16 - $49.29 $62,501 - $68,217	1,384 Added 11.17%	13,776 $650,000
Q2 2018 Jul 20, 2018	BUY	$42.13 - $47.1 $15,208 - $17,003	361 Added 3.0%	12,392 $566,000
Q1 2018 Apr 20, 2018	BUY	$42.44 - $47.81 $56,699 - $63,874	1,336 Added 12.49%	12,031 $547,000
Q4 2017 Jan 19, 2018	BUY	$47.18 - $51.8 $424 - $466	9 Added 0.08%	10,695 $514,000
Q3 2017 Nov 22, 2017	BUY	$47.04 - $50.51 $80,532 - $86,473	1,712 Added 19.08%	10,686 $505,000
Q2 2017 Nov 22, 2017	BUY	N/A	7,980 Added 802.82%	8,974 $411,000
Q1 2017 Nov 22, 2017	BUY	N/A	167 Added 20.19%	994 $44,000
Q4 2016 Nov 22, 2017	BUY	N/A	827	827 $33,000

Others Institutions Holding XEL

# of Institutions

1,215

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 $37.6B
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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Steward Partners Investment Advisory, LLC Xcel Energy Inc Transaction History