INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC – Xcel Energy Inc. Transaction History
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC portfolio value:
$215,000
portfolio value
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, 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 | Increase | +0.60% | 20 shares | -22K | $64 | 3.36K |
| Q2 2022 | share | Increase | +0.54% | 18 shares | -3K | $70.76 | 3.34K |
| Q1 2022 | share | Increase | +0.54% | 18 shares | 16K | $72.17 | 3.32K |
| Q4 2021 | share | Increase | +0.58% | 19 shares | 18K | $68.23 | 3.31K |
| Q3 2021 | share | Decrease | -3.86% | -132 shares | -19K | $62.5 | 3.29K |
| Q2 2021 | share | Decrease | -4.81% | -173 shares | -14K | $65.43 | 3.42K |
| Q1 2021 | share | Increase | +0.47% | 17 shares | 0 | $65.62 | 3.59K |
| Q4 2020 | share | Increase | +0.45% | 16 shares | -7K | $65.29 | 3.57K |
| Q3 2020 | share | Increase | +0.48% | 17 shares | 24K | $67.14 | 3.56K |
| Q2 2020 | share | Increase | +6.26% | 209 shares | 21K | $60.43 | 3.54K |
| Q1 2020 | share | Decrease | -1.77% | -60 shares | -15K | $57.92 | 3.33K |
| Q4 2019 | share | Increase | +0.47% | 16 shares | -3K | $60.55 | 3.39K |
| Q3 2019 | share | Increase | +0.51% | 17 shares | 19K | $61.49 | 3.38K |
| Q2 2019 | share | Increase | +0.57% | 19 shares | 12K | $56.02 | 3.36K |
| Q1 2019 | share | Increase | +0.57% | 19 shares | 24K | $52.57 | 3.34K |
| Q4 2018 | share | Increase | +0.57% | 19 shares | 8K | $45.75 | 3.32K |
| Q3 2018 | share | Increase | +0.64% | 21 shares | 6K | $43.5 | 3.30K |
| Q2 2018 | share | Increase | +0.64% | 21 shares | 1K | $41.77 | 3.28K |
| Q1 2018 | share | Decrease | -25.73% | -1.13K shares | -62K | $41.22 | 3.26K |
| Q4 2017 | share | Increase | 0.00% | 4.39K shares | 211K | $43.22 | 4.39K |