Advisory Services Network’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 | $890K | Buy |
12,120
+345
| +3% | +$25.3K | 0.01% | 868 |
|
|
2025
Q1 | $834K | Sell |
11,775
-544
| -4% | -$38.5K | 0.02% | 845 |
|
|
2024
Q4 | $832K | Buy |
12,319
+472
| +4% | +$31.9K | 0.02% | 824 |
|
|
2024
Q3 | $633K | Hold |
11,847
| – | – | 0.01% | 891 |
|
|
2024
Q2 | $633K | Buy |
11,847
+403
| +4% | +$21.5K | 0.01% | 891 |
|
|
2024
Q1 | $615K | Buy |
11,444
+1,709
| +18% | +$91.9K | 0.01% | 880 |
|
|
2023
Q4 | $603K | Buy |
9,735
+545
| +6% | +$33.7K | 0.01% | 820 |
|
|
2023
Q3 | $526K | Buy |
9,190
+100
| +1% | +$5.72K | 0.01% | 890 |
|
|
2023
Q2 | $565K | Buy |
9,090
+212
| +2% | +$13.2K | 0.02% | 857 |
|
|
2023
Q1 | $599K | Buy |
8,878
+193
| +2% | +$13K | 0.02% | 823 |
|
|
2022
Q4 | $609K | Sell |
8,685
-1,975
| -19% | -$138K | 0.02% | 773 |
|
|
2022
Q3 | $683K | Sell |
10,660
-33
| -0.3% | -$2.11K | 0.02% | 679 |
|
|
2022
Q2 | $756K | Buy |
10,693
+213
| +2% | +$15.1K | 0.03% | 662 |
|
|
2022
Q1 | $756K | Buy |
10,480
+1,334
| +15% | +$96.2K | 0.02% | 728 |
|
|
2021
Q4 | $620K | Buy |
9,146
+651
| +8% | +$44.1K | 0.02% | 789 |
|
|
2021
Q3 | $531K | Sell |
8,495
-210
| -2% | -$13.1K | 0.02% | 844 |
|
|
2021
Q2 | $573K | Sell |
8,705
-435
| -5% | -$28.6K | 0.02% | 832 |
|
|
2021
Q1 | $608K | Sell |
9,140
-4,701
| -34% | -$313K | 0.02% | 763 |
|
|
2020
Q4 | $923K | Buy |
13,841
+6,801
| +97% | +$454K | 0.04% | 520 |
|
|
2020
Q3 | $486K | Buy |
7,040
+138
| +2% | +$9.53K | 0.02% | 638 |
|
|
2020
Q2 | $431K | Buy |
6,902
+399
| +6% | +$24.9K | 0.02% | 651 |
|
|
2020
Q1 | $392K | Sell |
6,503
-38
| -0.6% | -$2.29K | 0.03% | 599 |
|
|
2019
Q4 | $415K | Buy |
6,541
+964
| +17% | +$61.2K | 0.02% | 674 |
|
|
2019
Q3 | $332K | Hold |
5,577
| – | – | 0.02% | 666 |
|
|
2019
Q2 | $332K | Buy |
5,577
+457
| +9% | +$27.2K | 0.02% | 664 |
|
|
2019
Q1 | $288K | Sell |
5,120
-305
| -6% | -$17.2K | 0.02% | 674 |
|
|
2018
Q4 | $267K | Sell |
5,425
-1,833
| -25% | -$90.2K | 0.02% | 623 |
|
|
2018
Q3 | $343K | Sell |
7,258
-64
| -0.9% | -$3.03K | 0.03% | 616 |
|
|
2018
Q2 | $343K | Sell |
7,322
-273
| -4% | -$12.8K | 0.03% | 601 |
|
|
2018
Q1 | $345K | Buy |
7,595
+1,083
| +17% | +$49.2K | 0.03% | 624 |
|
|
2017
Q4 | $313K | Buy |
6,512
+1,105
| +20% | +$53.1K | 0.03% | 632 |
|
|
2017
Q3 | $256K | Buy |
5,407
+1
| +0% | +$47 | 0.03% | 576 |
|
|
2017
Q2 | $248K | Hold |
5,406
| – | – | 0.03% | 565 |
|
|
2017
Q1 | $240K | Buy |
+5,406
| New | +$240K | 0.03% | 547 |
|
|
2016
Q3 | $278K | Buy |
6,747
+716
| +12% | +$29.5K | 0.05% | 429 |
|
|
2016
Q2 | $270K | Buy |
6,031
+16
| +0.3% | +$716 | 0.06% | 386 |
|
|
2016
Q1 | $252K | Buy |
6,015
+2,789
| +86% | +$117K | 0.07% | 345 |
|
|
2015
Q4 | $116K | Buy |
3,226
+357
| +12% | +$12.8K | 0.04% | 411 |
|
|
2015
Q3 | $102K | Buy |
2,869
+25
| +0.9% | +$889 | 0.03% | 397 |
|
|
2015
Q2 | $92K | Sell |
2,844
-1,806
| -39% | -$58.4K | 0.03% | 398 |
|
|
2015
Q1 | $163K | Sell |
4,650
-774
| -14% | -$27.1K | 0.05% | 308 |
|
|
2014
Q4 | $202K | Buy |
+5,424
| New | +$202K | 0.06% | 247 |
|
|
2014
Q3 | – | Sell |
-6,521
| Closed | -$210K | – | 278 |
|
|
2014
Q2 | $210K | Buy |
+6,521
| New | +$210K | 0.09% | 234 |
|
|
2014
Q1 | – | Sell |
-6,945
| Closed | -$194K | – | 826 |
|
|
2013
Q4 | $194K | Buy |
+6,945
| New | +$194K | 0.1% | 175 |
|