Altshuler Shaham’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Buy |
7,291
+2,184
| +43% | +$149K | 0.02% | 105 |
|
|
2025
Q1 | $362K | Buy |
5,107
+3,556
| +229% | +$252K | 0.01% | 101 |
|
|
2024
Q4 | $105K | Buy |
+1,551
| New | +$105K | ﹤0.01% | 116 |
|
|
2024
Q1 | – | Sell |
-4,296
| Closed | -$266K | – | 356 |
|
|
2023
Q4 | $266K | Sell |
4,296
-1,075
| -20% | -$66.6K | 0.01% | 80 |
|
|
2023
Q3 | $307K | Buy |
5,371
+630
| +13% | +$36K | 0.01% | 81 |
|
|
2023
Q2 | $295K | Sell |
4,741
-1,723
| -27% | -$107K | 0.01% | 95 |
|
|
2023
Q1 | $436K | Sell |
6,464
-541
| -8% | -$36.5K | 0.01% | 77 |
|
|
2022
Q4 | $491K | Buy |
7,005
+6,326
| +932% | +$444K | 0.02% | 63 |
|
|
2022
Q3 | $45K | Sell |
679
-148
| -18% | -$9.81K | ﹤0.01% | 256 |
|
|
2022
Q2 | $59K | Buy |
827
+7
| +0.9% | +$499 | ﹤0.01% | 213 |
|
|
2022
Q1 | $59K | Buy |
+820
| New | +$59K | ﹤0.01% | 339 |
|
|
2021
Q4 | – | Sell |
-925
| Closed | -$58K | – | 614 |
|
|
2021
Q3 | $58K | Sell |
925
-56
| -6% | -$3.51K | ﹤0.01% | 383 |
|
|
2021
Q2 | $65K | Buy |
+981
| New | +$65K | ﹤0.01% | 396 |
|
|
2020
Q2 | – | Sell |
-2,360
| Closed | -$143K | – | 589 |
|
|
2020
Q1 | $143K | Sell |
2,360
-1,536
| -39% | -$93.1K | 0.01% | 132 |
|
|
2019
Q4 | $247K | Buy |
3,896
+702
| +22% | +$44.5K | 0.01% | 148 |
|
|
2019
Q3 | $210K | Buy |
3,194
+1,623
| +103% | +$107K | 0.01% | 155 |
|
|
2019
Q2 | $93K | Buy |
1,571
+798
| +103% | +$47.2K | ﹤0.01% | 151 |
|
|
2019
Q1 | $44K | Buy |
773
+250
| +48% | +$14.2K | ﹤0.01% | 155 |
|
|
2018
Q4 | $26K | Buy |
+523
| New | +$26K | ﹤0.01% | 156 |
|
|
2018
Q3 | – | Sell |
-636
| Closed | -$29K | – | 297 |
|
|
2018
Q2 | $29K | Buy |
636
+347
| +120% | +$15.8K | ﹤0.01% | 120 |
|
|
2018
Q1 | $13K | Sell |
289
-86
| -23% | -$3.87K | ﹤0.01% | 179 |
|
|
2017
Q4 | $18K | Buy |
+375
| New | +$18K | ﹤0.01% | 143 |
|