Wealth Enhancement Advisory Services, LLC Xcel Energy Inc Transaction History

Wealth Enhancement Advisory Services, LLC

$65.4 Billion
Q4 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 572,498 shares of XEL stock, worth $46.1 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

572,498

Previous 560,306 2.18%

Holding current value

$46.1 Million

Previous $45.2 Million 2.09%

% of portfolio

0.07%

Previous 0.07%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	$79.6 - $81.85 $970,483 - $997,915	12,192 Added 2.18%	572,498 $46.1 Million
Q3 2025 Oct 29, 2025	BUY	$67.56 - $80.65 $2.59 Million - $3.09 Million	38,326 Added 7.34%	560,306 $45.2 Million
Q2 2025 Jul 10, 2025	BUY	$65.65 - $72.39 $3.26 Million - $3.59 Million	49,636 Added 10.51%	521,980 $35.5 Million
Q1 2025 Apr 16, 2025	BUY	$63.37 - $72.1 $4.63 Million - $5.27 Million	73,036 Added 18.29%	472,344 $33.4 Million
Q4 2024 Mar 17, 2025	BUY	$62.16 - $72.92 $687,986 - $807,078	11,068 Added 2.85%	399,308 $27 Million

Q4 2024 Jan 10, 2025	BUY	$62.16 - $72.92 $98,088 - $115,067	1,578 Added 0.41%	388,240 $26.2 Million
Q3 2024 Oct 23, 2024	BUY	$52.11 - $65.3 $2.1 Million - $2.63 Million	40,308 Added 11.64%	386,662 $25.2 Million
Q2 2024 Jul 16, 2024	BUY	$52.53 - $56.74 $1.37 Million - $1.48 Million	26,069 Added 8.14%	346,354 $18.5 Million
Q1 2024 Apr 15, 2024	SELL	$48.44 - $63.73 $320,818 - $422,083	-6,623 Reduced 2.03%	320,285 $17.2 Million
Q4 2023 Jan 30, 2024	BUY	$55.03 - $63.33 $6.23 Million - $7.18 Million	113,299 Added 53.04%	326,908 $20.2 Million
Q3 2023 Nov 13, 2023	BUY	$55.59 - $65.21 $10.3 Million - $12.1 Million	185,784 Added 667.69%	213,609 $12.2 Million
Q2 2023 Jul 21, 2023	BUY	$61.24 - $71.27 $42,990 - $50,031	702 Added 2.59%	27,825 $1.73 Million
Q1 2023 Apr 25, 2023	BUY	$63.22 - $72.78 $1.71 Million - $1.97 Million	27,123 New	27,123 $1.83 Million
Q3 2022 Oct 17, 2022	BUY	$64.0 - $77.41 $1.39 Million - $1.68 Million	21,672 New	21,672 $1.3 Million
Q4 2021 Feb 08, 2022	SELL	$62.44 - $68.95 $1.3 Million - $1.44 Million	-20,828 Closed	0 $0
Q3 2021 Nov 03, 2021	SELL	$61.42 - $70.61 $1.51 Million - $1.74 Million	-24,661 Reduced 54.21%	20,828 $1.34 Million
Q2 2021 Aug 10, 2021	BUY	$65.71 - $72.59 $2.99 Million - $3.3 Million	45,489 New	45,489 $3.13 Million

Others Institutions Holding XEL

# of Institutions

1,351

Shares Held

536M

Call Options Held

1.56M

Put Options Held

742K

View Full List

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

Wealth Enhancement Advisory Services, LLC Xcel Energy Inc Transaction History