A detailed history of Symphony Financial, Ltd. Co. transactions in Xcel Energy Inc stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 3,354 shares of XEL stock, worth $228,776. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,354
Holding current value
$228,776
% of portfolio
0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$52.11 - $65.3 $174,776 - $219,016
3,354 New
3,354 $219,000
Q3 2022

Oct 27, 2022

SELL
$64.0 - $77.41 $960 - $1,161
-15 Reduced 0.29%
5,073 $332,000
Q2 2022

Jul 18, 2022

SELL
$63.91 - $76.34 $25,052 - $29,925
-392 Reduced 7.15%
5,088 $357,000
Q1 2022

May 13, 2022

SELL
$64.83 - $72.32 $10,502 - $11,715
-162 Reduced 2.87%
5,480 $409,000
Q4 2021

Jan 19, 2022

BUY
$62.44 - $68.95 $79,798 - $88,118
1,278 Added 29.29%
5,642 $383,000
Q3 2021

Oct 12, 2021

SELL
$61.42 - $70.61 $3,193 - $3,671
-52 Reduced 1.18%
4,364 $273,000
Q2 2021

Jul 13, 2021

SELL
$65.71 - $72.59 $205,869 - $227,424
-3,133 Reduced 41.5%
4,416 $290,000
Q1 2021

Apr 15, 2021

SELL
$58.03 - $67.0 $328,565 - $379,354
-5,662 Reduced 42.86%
7,549 $515,000
Q4 2020

Jan 13, 2021

BUY
$64.31 - $74.71 $77,750 - $90,324
1,209 Added 10.07%
13,211 $867,000
Q3 2020

Oct 09, 2020

SELL
$63.24 - $72.45 $88,156 - $100,995
-1,394 Reduced 10.41%
12,002 $828,000
Q2 2020

Jul 08, 2020

BUY
$57.86 - $67.15 $461,086 - $535,118
7,969 Added 146.84%
13,396 $837,000
Q1 2020

May 07, 2020

BUY
$50.0 - $71.16 $271,350 - $386,185
5,427 New
5,427 $340,000

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
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