AE 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 | $1.66M | Buy |
24,336
+5,528
| +29% | +$376K | 0.01% | 578 |
|
|
2025
Q1 | $1.33M | Sell |
18,808
-890
| -5% | -$63K | 0.01% | 640 |
|
|
2024
Q4 | $1.33M | Buy |
19,698
+1,114
| +6% | +$75.2K | 0.01% | 644 |
|
|
2024
Q3 | $1.21M | Sell |
18,584
-2,900
| -13% | -$189K | 0.01% | 657 |
|
|
2024
Q2 | $1.15M | Buy |
21,484
+4,178
| +24% | +$223K | 0.01% | 669 |
|
|
2024
Q1 | $930K | Sell |
17,306
-64,036
| -79% | -$3.44M | 0.01% | 668 |
|
|
2023
Q4 | $4.83M | Buy |
81,342
+38,698
| +91% | +$2.3M | 0.02% | 602 |
|
|
2023
Q3 | $2.44M | Buy |
42,644
+14,859
| +53% | +$850K | 0.01% | 781 |
|
|
2023
Q2 | $1.73M | Sell |
27,785
-315
| -1% | -$19.6K | 0.01% | 885 |
|
|
2023
Q1 | $1.9M | Sell |
28,100
-34,034
| -55% | -$2.3M | 0.01% | 827 |
|
|
2022
Q4 | $4.36M | Buy |
62,134
+7,198
| +13% | +$505K | 0.03% | 508 |
|
|
2022
Q3 | $3.52M | Buy |
54,936
+3,500
| +7% | +$224K | 0.03% | 518 |
|
|
2022
Q2 | $3.64M | Buy |
51,436
+31,803
| +162% | +$2.25M | 0.03% | 476 |
|
|
2022
Q1 | $1.42M | Sell |
19,633
-31
| -0.2% | -$2.24K | 0.01% | 804 |
|
|
2021
Q4 | $1.33M | Sell |
19,664
-2,855
| -13% | -$193K | 0.01% | 834 |
|
|
2021
Q3 | $1.41M | Sell |
22,519
-1,738
| -7% | -$109K | 0.01% | 764 |
|
|
2021
Q2 | $1.6M | Sell |
24,257
-151
| -0.6% | -$9.95K | 0.01% | 699 |
|
|
2021
Q1 | $1.62M | Buy |
24,408
+267
| +1% | +$17.8K | 0.02% | 622 |
|
|
2020
Q4 | $1.61M | Sell |
24,141
-2,329
| -9% | -$155K | 0.02% | 557 |
|
|
2020
Q3 | $1.83M | Buy |
26,470
+2,798
| +12% | +$193K | 0.03% | 452 |
|
|
2020
Q2 | $1.48M | Sell |
23,672
-6,050
| -20% | -$378K | 0.02% | 497 |
|
|
2020
Q1 | $1.79M | Buy |
29,722
+4,155
| +16% | +$251K | 0.04% | 332 |
|
|
2019
Q4 | $1.62M | Buy |
25,567
+3,927
| +18% | +$249K | 0.04% | 401 |
|
|
2019
Q3 | $1.4M | Buy |
21,640
+877
| +4% | +$56.9K | 0.04% | 352 |
|
|
2019
Q2 | $1.24M | Buy |
20,763
+9,836
| +90% | +$585K | 0.04% | 347 |
|
|
2019
Q1 | $614K | Buy |
10,927
+631
| +6% | +$35.5K | 0.04% | 302 |
|
|
2018
Q4 | $507K | Sell |
10,296
-1,704
| -14% | -$83.9K | 0.09% | 244 |
|
|
2018
Q3 | $567K | Buy |
12,000
+637
| +6% | +$30.1K | 0.03% | 298 |
|
|
2018
Q2 | $519K | Sell |
11,363
-495
| -4% | -$22.6K | 0.04% | 252 |
|
|
2018
Q1 | $539K | Buy |
11,858
+6
| +0.1% | +$273 | 0.04% | 242 |
|
|
2017
Q4 | $570K | Buy |
11,852
+1,034
| +10% | +$49.7K | 0.05% | 228 |
|
|
2017
Q3 | $512K | Buy |
10,818
+1,909
| +21% | +$90.4K | 0.05% | 230 |
|
|
2017
Q2 | $409K | Sell |
8,909
-1,638
| -16% | -$75.2K | 0.05% | 256 |
|
|
2017
Q1 | $469K | Buy |
+10,547
| New | +$469K | 0.09% | 179 |
|