A detailed history of Whipplewood Advisors, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 2,326 shares of XEL stock, worth $187,429. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,326
Previous 2,346 0.85%
Holding current value
$187,429
Previous $160 Million 17.42%
% of portfolio
0.12%
Previous 0.09%

Shares

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

Nov 06, 2025

SELL
$67.56 - $80.65 $1,351 - $1,613
-20 Reduced 0.85%
2,326 $188 Million
Q2 2025

Jul 31, 2025

SELL
$65.65 - $72.39 $393 - $434
-6 Reduced 0.26%
2,346 $160 Million
Q1 2025

Apr 09, 2025

BUY
$63.37 - $72.1 $380 - $432
6 Added 0.26%
2,352 $166 Million
Q4 2024

Feb 04, 2025

BUY
$62.16 - $72.92 $145,827 - $171,070
2,346 New
2,346 $158 Million

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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