Wealth Trust Axiom LLC Xcel Energy Inc Transaction History

Wealth Trust Axiom LLC

  • $360 Million
  • Q3 2025

A detailed history of Wealth Trust Axiom LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Wealth Trust Axiom LLC holds 13,251 shares of XEL stock, worth $1.07 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
13,251
Previous 14,501 8.62%
Holding current value
$1.07 Million
Previous $987,000 8.21%
% of portfolio
0.3%
Previous 0.3%

Shares

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

Nov 14, 2025
SELL
$67.56 - $80.65 $84,450 - $100,812
-1,250 Reduced 8.62%
13,251 $1.07 Million
Q3 2024

Nov 13, 2024
SELL
$52.11 - $65.3 $13,027 - $16,325
-250 Reduced 1.69%
14,501 $946,000
Q1 2024

May 10, 2024
SELL
$48.44 - $63.73 $77,455 - $101,904
-1,599 Reduced 9.78%
14,751 $792,000
Q4 2022

Jan 30, 2023
SELL
$58.86 - $71.6 $58 - $71
-1 Reduced 0.01%
16,350 $1.15 Million
Q4 2021

Feb 02, 2022
SELL
$62.44 - $68.95 $9,366 - $10,342
-150 Reduced 0.91%
16,351 $1.11 Million
Q3 2021

Oct 14, 2021
SELL
$61.42 - $70.61 $30,710 - $35,305
-500 Reduced 2.94%
16,501 $1.03 Million
Q1 2021

Apr 14, 2021
SELL
$58.03 - $67.0 $29,015 - $33,500
-500 Reduced 2.86%
17,001 $1.13 Million
Q4 2020

Feb 04, 2021
SELL
$64.31 - $74.71 $32,155 - $37,355
-500 Reduced 2.78%
17,501 $1.17 Million
Q2 2020

Jul 31, 2020
SELL
$57.86 - $67.15 $28,930 - $33,575
-500 Reduced 2.7%
18,001 $1.13 Million
Q1 2020

Apr 10, 2020
SELL
$50.0 - $71.16 $357,500 - $508,794
-7,150 Reduced 27.87%
18,501 $1.12 Million
Q4 2019

Feb 04, 2020
SELL
$60.07 - $64.95 $54,063 - $58,455
-900 Reduced 3.39%
25,651 $1.63 Million
Q3 2019

Nov 05, 2019
SELL
$59.43 - $65.82 $5,943 - $6,581
-100 Reduced 0.38%
26,551 $1.72 Million
Q1 2019

May 03, 2019
SELL
$48.03 - $57.36 $4,803 - $5,736
-100 Reduced 0.37%
26,651 $1.5 Million
Q4 2018

Feb 01, 2019
SELL
$47.12 - $53.68 $4,712 - $5,368
-100 Reduced 0.37%
26,751 $1.32 Million
Q3 2018

Nov 01, 2018
SELL
$45.16 - $49.29 $11,290 - $12,322
-250 Reduced 0.92%
26,851 $1.27 Million
Q2 2018

Jul 30, 2018
SELL
$42.13 - $47.1 $21,065 - $23,550
-500 Reduced 1.81%
27,101 $1.24 Million
Q1 2018

May 01, 2018
SELL
$42.44 - $47.81 $8,488 - $9,562
-200 Reduced 0.72%
27,601 $1.26 Million
Q3 2017

Nov 01, 2017
BUY
$47.04 - $50.51 $1.31 Million - $1.4 Million
27,801
27,801 $1.32 Million

Others Institutions Holding XEL

# of Institutions
1,347
Shares Held
535M
Call Options Held
1.56M
Put Options Held
742K
View Full List

About XCEL ENERGY INC

XEL Quotes by TradingView
  • 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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