A detailed history of True Wealth Design, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, True Wealth Design, LLC holds 1,973 shares of XEL stock, worth $134,578. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,973
Previous 11 17836.36%
Holding current value
$134,578
Previous $588,000 21811.05%
% of portfolio
0.05%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$52.11 - $65.3 $102,239 - $128,118
1,962 Added 17836.36%
1,973 $129 Million
Q2 2024

Aug 14, 2024

SELL
$52.53 - $56.74 $52 - $56
-1 Reduced 8.33%
11 $588,000
Q1 2024

May 14, 2024

BUY
$48.44 - $63.73 $242 - $318
5 Added 71.43%
12 $645,000
Q4 2022

Feb 15, 2023

BUY
$58.86 - $71.6 $412 - $501
7 New
7 $491,000

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
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.