Access Financial Services’s Xcel Energy XEL Stock Holding History

Access Financial Services’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$389K	Sell	5,719 -219	-4%	-$14.9K	0.15%	84
2025 Q1	$420K	Sell	5,938 -220	-4%	-$15.6K	0.17%	76
2024 Q4	$416K	Sell	6,158 -329	-5%	-$22.2K	0.19%	79
2024 Q3	$424K	Sell	6,487 -379	-6%	-$24.7K	0.19%	78
2024 Q2	$367K	Buy	6,866 +6	+0.1%	+$320	0.17%	79
2024 Q1	$369K	Buy	6,860 +6	+0.1%	+$322	0.16%	77
2023 Q4	$424K	Buy	6,854 +5	+0.1%	+$310	0.22%	76
2023 Q3	$392K	Sell	6,849 -1,624	-19%	-$92.9K	0.23%	73
2023 Q2	$527K	Buy	8,473 +4	+0%	+$249	0.31%	70
2023 Q1	$571K	Sell	8,469 -26	-0.3%	-$1.75K	0.35%	67
2022 Q4	$596K	Buy	8,495 +5	+0.1%	+$351	0.36%	70
2022 Q3	$543K	Buy	8,490 +4	+0%	+$256	0.35%	68
2022 Q2	$600K	Buy	8,486 +4	+0%	+$283	0.34%	73
2022 Q1	$612K	Buy	8,482 +4	+0%	+$289	0.29%	82
2021 Q4	$574K	Buy	8,478 +4	+0%	+$271	0.26%	88
2021 Q3	$530K	Sell	8,474 -146	-2%	-$9.13K	0.24%	87
2021 Q2	$568K	Sell	8,620 -107	-1%	-$7.05K	0.26%	88
2021 Q1	$580K	Sell	8,727 -161	-2%	-$10.7K	0.27%	71
2020 Q4	$593K	Sell	8,888 -102	-1%	-$6.81K	0.29%	63
2020 Q3	$620K	Buy	8,990 +4	+0%	+$276	0.33%	58
2020 Q2	$562K	Buy	8,986 +4	+0%	+$250	0.37%	54
2020 Q1	$542K	Sell	8,982 -3,164	-26%	-$191K	0.43%	44
2019 Q4	$771K	Buy	12,146 +2,762	+29%	+$175K	0.45%	50
2019 Q3	$609K	Buy	9,384 +5	+0.1%	+$324	0.43%	51
2019 Q2	$558K	Buy	9,379 +5	+0.1%	+$297	0.43%	51
2019 Q1	$527K	Buy	9,374 +5	+0.1%	+$281	0.42%	48
2018 Q4	$462K	Buy	9,369 +5	+0.1%	+$247	0.41%	51
2018 Q3	$442K	Buy	9,364 +6	+0.1%	+$283	0.3%	51
2018 Q2	$427K	Buy	9,358 +5	+0.1%	+$228	0.3%	54
2018 Q1	$425K	Sell	9,353 -44	-0.5%	-$2K	0.31%	56
2017 Q4	$452K	Buy	9,397 +4	+0%	+$192	0.31%	55
2017 Q3	$444K	Sell	9,393 -45	-0.5%	-$2.13K	0.34%	55
2017 Q2	$433K	Sell	9,438 -965	-9%	-$44.3K	0.35%	56
2017 Q1	$462K	Sell	10,403 -1,442	-12%	-$64K	0.39%	51
2016 Q4	$482K	Buy	+11,845	New	+$482K	0.44%	47