Accel Wealth Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Buy |
3,570
+245
| +7% | +$16.7K | 0.08% | 218 |
|
|
2025
Q1 | $235K | Sell |
3,325
-387
| -10% | -$27.4K | 0.09% | 215 |
|
|
2024
Q4 | $251K | Buy |
3,712
+23
| +0.6% | +$1.55K | 0.1% | 205 |
|
|
2024
Q3 | $241K | Buy |
+3,689
| New | +$241K | 0.09% | 208 |
|
|
2024
Q1 | – | Sell |
-3,810
| Closed | -$236K | – | 236 |
|
|
2023
Q4 | $236K | Buy |
3,810
+37
| +1% | +$2.29K | 0.12% | 165 |
|
|
2023
Q3 | $216K | Buy |
3,773
+4
| +0.1% | +$229 | 0.12% | 154 |
|
|
2023
Q2 | $234K | Sell |
3,769
-45
| -1% | -$2.8K | 0.13% | 148 |
|
|
2023
Q1 | $257K | Buy |
3,814
+18
| +0.5% | +$1.21K | 0.11% | 180 |
|
|
2022
Q4 | $266K | Sell |
3,796
-55
| -1% | -$3.86K | 0.13% | 130 |
|
|
2022
Q3 | $256K | Buy |
3,851
+19
| +0.5% | +$1.26K | 0.14% | 140 |
|
|
2022
Q2 | $268K | Buy |
3,832
+17
| +0.4% | +$1.19K | 0.15% | 125 |
|
|
2022
Q1 | $278K | Buy |
3,815
+17
| +0.4% | +$1.24K | 0.14% | 122 |
|
|
2021
Q4 | $257K | Buy |
3,798
+18
| +0.5% | +$1.22K | 0.13% | 130 |
|
|
2021
Q3 | $236K | Buy |
3,780
+18
| +0.5% | +$1.12K | 0.15% | 116 |
|
|
2021
Q2 | $248K | Buy |
3,762
+13
| +0.3% | +$857 | 0.16% | 120 |
|
|
2021
Q1 | $249K | Buy |
3,749
+14
| +0.4% | +$930 | 0.2% | 105 |
|
|
2020
Q4 | $249K | Buy |
+3,735
| New | +$249K | 0.23% | 90 |
|