Advisornet Financial’s Xcel Energy XEL Stock Holding History

Advisornet Financial’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	$1.17M	Buy	17,178 +455	+3%	+$31K	0.08%	218
2025 Q1	$1.18M	Buy	16,723 +2,872	+21%	+$203K	0.09%	216
2024 Q4	$935K	Sell	13,851 -8,753	-39%	-$591K	0.08%	219
2024 Q3	$1.48M	Sell	22,604 -369	-2%	-$24.1K	0.11%	182
2024 Q2	$1.23M	Sell	22,973 -7,428	-24%	-$397K	0.11%	185
2024 Q1	$1.63M	Sell	30,401 -26,116	-46%	-$1.4M	0.16%	147
2023 Q4	$3.5M	Sell	56,517 -1,476	-3%	-$91.4K	0.32%	72
2023 Q3	$3.32M	Sell	57,993 -1,030	-2%	-$58.9K	0.3%	80
2023 Q2	$3.67M	Sell	59,023 -1,772	-3%	-$110K	0.31%	86
2023 Q1	$4.1M	Buy	60,795 +558	+0.9%	+$37.6K	0.38%	68
2022 Q4	$4.22M	Sell	60,237 -3,419	-5%	-$240K	0.42%	58
2022 Q3	$4.07M	Sell	63,656 -2,197	-3%	-$141K	0.41%	58
2022 Q2	$4.66M	Sell	65,853 -5,370	-8%	-$380K	0.46%	50
2022 Q1	$5.14M	Buy	71,223 +3,263	+5%	+$235K	0.32%	66
2021 Q4	$4.6M	Sell	67,960 -10,161	-13%	-$688K	0.28%	82
2021 Q3	$4.88M	Sell	78,121 -786	-1%	-$49.1K	0.34%	65
2021 Q2	$5.2M	Sell	78,907 -179	-0.2%	-$11.8K	0.34%	69
2021 Q1	$5.26M	Sell	79,086 -856	-1%	-$56.9K	0.37%	64
2020 Q4	$5.33M	Sell	79,942 -1,613	-2%	-$108K	0.43%	48
2020 Q3	$5.63M	Sell	81,555 -2,758	-3%	-$190K	0.48%	40
2020 Q2	$5.27M	Sell	84,313 -464	-0.5%	-$29K	0.42%	48
2020 Q1	$5.11M	Buy	84,777 +7,250	+9%	+$437K	0.47%	50
2019 Q4	$4.92M	Sell	77,527 -8,649	-10%	-$549K	0.42%	55
2019 Q3	$5.59M	Buy	86,176 +15,236	+21%	+$989K	0.51%	38
2019 Q2	$4.22M	Sell	70,940 -1,318	-2%	-$78.4K	0.47%	43
2019 Q1	$4.06M	Buy	72,258 +3,931	+6%	+$221K	0.5%	40
2018 Q4	$3.37M	Buy	68,327 +4,977	+8%	+$245K	0.47%	40
2018 Q3	$2.99M	Buy	63,350 +9,913	+19%	+$468K	0.38%	53
2018 Q2	$2.44M	Buy	53,437 +2,653	+5%	+$121K	0.33%	61
2018 Q1	$2.31M	Buy	50,784 +5,288	+12%	+$241K	0.32%	67
2017 Q4	$2.19M	Buy	+45,496	New	+$2.19M	0.33%	67