Walled Lake Planning & Wealth Management, LLC Xcel Energy Inc Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	SELL	$62.44 - $68.95 $17,608 - $19,443	-282 Closed	0 $0
Q4 2019 May 15, 2020	BUY	$60.07 - $64.95 $16,939 - $18,315	282 New	282 $18,000

Others Institutions Holding XEL

# of Institutions

1,103

Shares Held

435M

Call Options Held

1.75M

Put Options Held

989K

Vanguard Group Inc Valley Forge, PA

72.2M
Shares

$4.82 Billion
0.08% of portfolio
Black Rock Inc. New York, NY

45.9M
Shares

$3.06 Billion
0.06% of portfolio
State Street Corp Boston, MA

34.8M
Shares

$2.32 Billion
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

19.6M
Shares

$1.31 Billion
0.09% of portfolio
Geode Capital Management, LLC Boston, MA

14.3M
Shares

$954 Million
0.07% of portfolio

View Full List

About XCEL ENERGY INC

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $36.5B
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...

More about XEL

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