ADVISER INVESTMENTS LLC – Xcel Energy Inc. Transaction History
ADVISER INVESTMENTS LLC portfolio value:
$350,000
portfolio value
ADVISER INVESTMENTS LLC quarter portfolio value change:
-9.55%
quarter
Xcel Energy Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -37K | $64 | 5.46K | |
| Q2 2022 | share | Increase | +13.23% | 639 shares | 38K | $70.76 | 5.46K |
| Q1 2022 | share | 0.00% | 0 shares | 22K | $72.17 | 4.83K | |
| Q4 2021 | share | 0.00% | 0 shares | 25K | $68.23 | 4.83K | |
| Q3 2021 | share | 0.00% | 0 shares | -16K | $62.5 | 4.83K | |
| Q2 2021 | share | 0.00% | 0 shares | -3K | $65.43 | 4.83K | |
| Q1 2021 | share | Increase | 0.00% | 4.83K shares | 321K | $65.62 | 4.83K |
| Q3 2018 | share | Decrease | -100.00% | -1.15K shares | -53K | $43.5 | 0 |
| Q2 2018 | share | Increase | +6.48% | 70 shares | 4K | $41.77 | 1.15K |
| Q1 2018 | share | Increase | 0.00% | 1.08K shares | 49K | $41.22 | 1.08K |