A detailed history of Uma Financial Services, Inc. transactions in Xcel Energy Inc stock. As of the latest transaction made, Uma Financial Services, Inc. holds 207 shares of XEL stock, worth $16,680. This represents 0.0% of its overall portfolio holdings.

Number of Shares
207
Previous 65 218.46%
Holding current value
$16,680
Previous $4,000 300.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

BUY
$67.56 - $80.65 $9,593 - $11,452
142 Added 218.46%
207 $16,000
Q2 2025

Jul 11, 2025

BUY
$65.65 - $72.39 $3,545 - $3,909
54 Added 490.91%
65 $4,000
Q4 2024

Feb 12, 2025

BUY
$62.16 - $72.92 $683 - $802
11 New
11 $0

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 $44.1B
  • 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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