Avantax Advisory Services’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 | $3.21M | Buy |
47,196
+5,071
| +12% | +$345K | 0.02% | 595 |
|
|
2025
Q1 | $2.98M | Buy |
42,125
+7,183
| +21% | +$508K | 0.02% | 578 |
|
|
2024
Q4 | $2.36M | Buy |
34,942
+4,264
| +14% | +$288K | 0.01% | 640 |
|
|
2024
Q3 | $2M | Buy |
30,678
+6,043
| +25% | +$395K | 0.01% | 694 |
|
|
2024
Q2 | $1.32M | Buy |
24,635
+8,581
| +53% | +$458K | 0.01% | 842 |
|
|
2024
Q1 | $863K | Buy |
16,054
+212
| +1% | +$11.4K | 0.01% | 807 |
|
|
2023
Q4 | $981K | Buy |
15,842
+2,751
| +21% | +$170K | 0.01% | 717 |
|
|
2023
Q3 | $749K | Sell |
13,091
-1,997
| -13% | -$114K | 0.01% | 787 |
|
|
2023
Q2 | $938K | Sell |
15,088
-1,105
| -7% | -$68.7K | 0.01% | 703 |
|
|
2023
Q1 | $1.09M | Buy |
16,193
+2,215
| +16% | +$149K | 0.01% | 641 |
|
|
2022
Q4 | $980K | Buy |
13,978
+1,658
| +13% | +$116K | 0.01% | 644 |
|
|
2022
Q3 | $788K | Buy |
12,320
+2,730
| +28% | +$175K | 0.01% | 630 |
|
|
2022
Q2 | $679K | Sell |
9,590
-30
| -0.3% | -$2.12K | 0.01% | 662 |
|
|
2022
Q1 | $695K | Buy |
9,620
+485
| +5% | +$35K | 0.01% | 664 |
|
|
2021
Q4 | $618K | Buy |
9,135
+202
| +2% | +$13.7K | 0.01% | 688 |
|
|
2021
Q3 | $558K | Sell |
8,933
-294
| -3% | -$18.4K | 0.01% | 687 |
|
|
2021
Q2 | $608K | Buy |
9,227
+447
| +5% | +$29.5K | 0.01% | 627 |
|
|
2021
Q1 | $583K | Buy |
8,780
+825
| +10% | +$54.8K | 0.01% | 580 |
|
|
2020
Q4 | $529K | Sell |
7,955
-11,205
| -58% | -$745K | 0.01% | 542 |
|
|
2020
Q3 | $1.32M | Buy |
19,160
+13,135
| +218% | +$906K | 0.02% | 450 |
|
|
2020
Q2 | $375K | Sell |
6,025
-7,579
| -56% | -$472K | 0.01% | 562 |
|
|
2020
Q1 | $820K | Buy |
13,604
+308
| +2% | +$18.6K | 0.02% | 337 |
|
|
2019
Q4 | $844K | Buy |
13,296
+2,517
| +23% | +$160K | 0.02% | 366 |
|
|
2019
Q3 | $700K | Sell |
10,779
-351
| -3% | -$22.8K | 0.03% | 266 |
|
|
2019
Q2 | $662K | Sell |
11,130
-1,827
| -14% | -$109K | 0.03% | 251 |
|
|
2019
Q1 | $728K | Sell |
12,957
-2,569
| -17% | -$144K | 0.04% | 224 |
|
|
2018
Q4 | $771K | Buy |
+15,526
| New | +$771K | 0.13% | 160 |
|