Accredited Investors’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 | $1.45M | Buy |
21,276
+309
| +1% | +$21K | 0.09% | 79 |
|
|
2025
Q1 | $1.48M | Buy |
20,967
+132
| +0.6% | +$9.34K | 0.09% | 73 |
|
|
2024
Q4 | $1.41M | Buy |
20,835
+10
| +0% | +$675 | 0.08% | 76 |
|
|
2024
Q3 | $1.36M | Sell |
20,825
-376
| -2% | -$24.6K | 0.08% | 79 |
|
|
2024
Q2 | $1.13M | Sell |
21,201
-160
| -0.7% | -$8.55K | 0.07% | 82 |
|
|
2024
Q1 | $1.15M | Buy |
21,361
+419
| +2% | +$22.5K | 0.07% | 84 |
|
|
2023
Q4 | $1.3M | Sell |
20,942
-56
| -0.3% | -$3.47K | 0.09% | 76 |
|
|
2023
Q3 | $1.2M | Buy |
20,998
+801
| +4% | +$45.8K | 0.09% | 75 |
|
|
2023
Q2 | $1.26M | Sell |
20,197
-6,206
| -24% | -$386K | 0.09% | 74 |
|
|
2023
Q1 | $1.78M | Buy |
26,403
+8
| +0% | +$540 | 0.14% | 55 |
|
|
2022
Q4 | $1.85M | Buy |
26,395
+13,604
| +106% | +$954K | 0.16% | 53 |
|
|
2022
Q3 | $819K | Sell |
12,791
-1,810
| -12% | -$116K | 0.1% | 76 |
|
|
2022
Q2 | $1.03M | Sell |
14,601
-293
| -2% | -$20.7K | 0.12% | 71 |
|
|
2022
Q1 | $1.08M | Sell |
14,894
-84
| -0.6% | -$6.06K | 0.1% | 71 |
|
|
2021
Q4 | $1.01M | Buy |
14,978
+8
| +0.1% | +$542 | 0.09% | 79 |
|
|
2021
Q3 | $936K | Buy |
14,970
+7
| +0% | +$438 | 0.1% | 78 |
|
|
2021
Q2 | $986K | Sell |
14,963
-3,677
| -20% | -$242K | 0.1% | 72 |
|
|
2021
Q1 | $1.24M | Sell |
18,640
-2,135
| -10% | -$142K | 0.17% | 56 |
|
|
2020
Q4 | $1.39M | Sell |
20,775
-609
| -3% | -$40.6K | 0.23% | 52 |
|
|
2020
Q3 | $1.48M | Buy |
21,384
+7
| +0% | +$483 | 0.31% | 38 |
|
|
2020
Q2 | $1.34M | Buy |
21,377
+12,899
| +152% | +$806K | 0.27% | 41 |
|
|
2020
Q1 | $511K | Buy |
8,478
+1,867
| +28% | +$113K | 0.12% | 77 |
|
|
2019
Q4 | $420K | Buy |
6,611
+860
| +15% | +$54.6K | 0.07% | 95 |
|
|
2019
Q3 | $373K | Sell |
5,751
-583
| -9% | -$37.8K | 0.07% | 94 |
|
|
2019
Q2 | $377K | Buy |
6,334
+313
| +5% | +$18.6K | 0.07% | 94 |
|
|
2019
Q1 | $338K | Sell |
6,021
-493
| -8% | -$27.7K | 0.07% | 100 |
|
|
2018
Q4 | $321K | Sell |
6,514
-32
| -0.5% | -$1.58K | 0.07% | 89 |
|
|
2018
Q3 | $309K | Sell |
6,546
-117
| -2% | -$5.52K | 0.08% | 95 |
|
|
2018
Q2 | $304K | Sell |
6,663
-22
| -0.3% | -$1K | 0.08% | 85 |
|
|
2018
Q1 | $304K | Sell |
6,685
-193
| -3% | -$8.78K | 0.08% | 80 |
|
|
2017
Q4 | $331K | Buy |
6,878
+7
| +0.1% | +$337 | 0.09% | 82 |
|
|
2017
Q3 | $325K | Buy |
6,871
+519
| +8% | +$24.5K | 0.09% | 83 |
|
|
2017
Q2 | $291K | Buy |
6,352
+3
| +0% | +$137 | 0.08% | 75 |
|
|
2017
Q1 | $282K | Sell |
6,349
-816
| -11% | -$36.2K | 0.07% | 82 |
|
|
2016
Q4 | $292K | Sell |
7,165
-46
| -0.6% | -$1.88K | 0.08% | 80 |
|
|
2016
Q3 | $297K | Sell |
7,211
-93
| -1% | -$3.83K | 0.08% | 74 |
|
|
2016
Q2 | $327K | Buy |
+7,304
| New | +$327K | 0.09% | 71 |
|