Triumph Capital Management Xcel Energy Inc Transaction History

Triumph Capital Management

$270 Million
Q4 2024

A detailed history of Triumph Capital Management transactions in Xcel Energy Inc stock. As of the latest transaction made, Triumph Capital Management holds 4,092 shares of XEL stock, worth $280,465. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,092

Previous 5,132 20.27%

Holding current value

$280,465

Previous $335,000 17.61%

% of portfolio

0.1%

Previous 0.13%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$62.16 - $72.92 $64,646 - $75,836	-1,040 Reduced 20.27%	4,092 $276,000
Q3 2024 Feb 14, 2025	SELL	$52.11 - $65.3 $375,713 - $470,813	-7,210 Reduced 58.42%	5,132 $335,000
Q2 2024 Feb 14, 2025	BUY	$52.53 - $56.74 $404,796 - $437,238	7,706 Added 166.22%	12,342 $659,000
Q1 2024 Apr 25, 2024	BUY	$48.44 - $63.73 $29,887 - $39,321	617 Added 15.35%	4,636 $249,000
Q4 2023 Feb 05, 2024	SELL	$55.03 - $63.33 $10,730 - $12,349	-195 Reduced 4.63%	4,019 $248,000
Q3 2023 Oct 31, 2023	BUY	$55.59 - $65.21 $34,688 - $40,691	624 Added 17.38%	4,214 $241,000
Q2 2023 Aug 03, 2023	BUY	$61.24 - $71.27 $6,124 - $7,127	100 Added 2.87%	3,590 $223,000
Q1 2023 May 08, 2023	SELL	$63.22 - $72.78 $14,856 - $17,103	-235 Reduced 6.31%	3,490 $235,000
Q4 2022 Jan 31, 2023	SELL	$58.86 - $71.6 $11,772 - $14,319	-200 Reduced 5.1%	3,725 $261,000
Q3 2022 Nov 01, 2022	SELL	$64.0 - $77.41 $3,136 - $3,793	-49 Reduced 1.23%	3,925 $251,000
Q1 2022 May 03, 2022	SELL	$64.83 - $72.32 $959,095 - $1.07 Million	-14,794 Reduced 78.83%	3,974 $287,000
Q4 2021 Feb 11, 2022	SELL	$62.44 - $68.95 $71,806 - $79,292	-1,150 Reduced 5.77%	18,768 $1.27 Million
Q3 2021 Nov 16, 2021	BUY	$61.42 - $70.61 $1.22 Million - $1.41 Million	19,918 New	19,918 $1.25 Million
Q3 2021 Nov 15, 2021	SELL	$61.42 - $70.61 $1.27 Million - $1.46 Million	-20,615 Closed	0 $0
Q2 2021 Jul 19, 2021	BUY	$65.71 - $72.59 $1.35 Million - $1.5 Million	20,615 New	20,615 $1.4 Million

Others Institutions Holding XEL

# of Institutions

1,209

Shares Held

480M

Call Options Held

2.22M

Put Options Held

312K

View Full List

About XCEL ENERGY INC

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $37.5B
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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Triumph Capital Management Xcel Energy Inc Transaction History