Affiance Financial’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 | $413K | Hold |
6,067
| – | – | 0.08% | 75 |
|
|
2025
Q1 | $429K | Sell |
6,067
-100
| -2% | -$7.08K | 0.1% | 71 |
|
|
2024
Q4 | $416K | Sell |
6,167
-353
| -5% | -$23.8K | 0.1% | 73 |
|
|
2024
Q3 | $426K | Buy |
6,520
+43
| +0.7% | +$2.81K | 0.1% | 72 |
|
|
2024
Q2 | $346K | Sell |
6,477
-275
| -4% | -$14.7K | 0.09% | 77 |
|
|
2024
Q1 | $363K | Hold |
6,752
| – | – | 0.1% | 76 |
|
|
2023
Q4 | $418K | Sell |
6,752
-389
| -5% | -$24.1K | 0.12% | 72 |
|
|
2023
Q3 | $409K | Sell |
7,141
-21
| -0.3% | -$1.2K | 0.21% | 70 |
|
|
2023
Q2 | $445K | Buy |
7,162
+137
| +2% | +$8.52K | 0.22% | 71 |
|
|
2023
Q1 | $474K | Sell |
7,025
-191
| -3% | -$12.9K | 0.25% | 65 |
|
|
2022
Q4 | $506K | Buy |
7,216
+115
| +2% | +$8.06K | 0.21% | 70 |
|
|
2022
Q3 | $454K | Buy |
7,101
+328
| +5% | +$21K | 0.26% | 49 |
|
|
2022
Q2 | $479K | Sell |
6,773
-95
| -1% | -$6.72K | 0.26% | 52 |
|
|
2022
Q1 | $496K | Hold |
6,868
| – | – | 0.24% | 61 |
|
|
2021
Q4 | $465K | Hold |
6,868
| – | – | 0.19% | 78 |
|
|
2021
Q3 | $429K | Sell |
6,868
-137
| -2% | -$8.56K | 0.19% | 77 |
|
|
2021
Q2 | $461K | Hold |
7,005
| – | – | 0.2% | 76 |
|
|
2021
Q1 | $466K | Buy |
7,005
+2,795
| +66% | +$186K | 0.21% | 74 |
|
|
2020
Q4 | $281K | Buy |
4,210
+63
| +2% | +$4.21K | 0.15% | 88 |
|
|
2020
Q3 | $286K | Buy |
+4,147
| New | +$286K | 0.17% | 81 |
|
|
2020
Q1 | – | Sell |
-3,147
| Closed | -$200K | – | 152 |
|
|
2019
Q4 | $200K | Buy |
+3,147
| New | +$200K | 0.11% | 89 |
|