Bar Harbor 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 | $367K | Hold |
5,389
| – | – | 0.02% | 199 |
|
|
2025
Q1 | $381K | Hold |
5,389
| – | – | 0.03% | 195 |
|
|
2024
Q4 | $364K | Hold |
5,389
| – | – | 0.02% | 200 |
|
|
2024
Q3 | $352K | Hold |
5,389
| – | – | 0.02% | 215 |
|
|
2024
Q2 | $288K | Hold |
5,389
| – | – | 0.02% | 221 |
|
|
2024
Q1 | $290K | Sell |
5,389
-300
| -5% | -$16.1K | 0.02% | 219 |
|
|
2023
Q4 | $352K | Hold |
5,689
| – | – | 0.03% | 202 |
|
|
2023
Q3 | $326K | Sell |
5,689
-478
| -8% | -$27.4K | 0.03% | 205 |
|
|
2023
Q2 | $383K | Sell |
6,167
-668
| -10% | -$41.5K | 0.03% | 199 |
|
|
2023
Q1 | $461K | Hold |
6,835
| – | – | 0.04% | 183 |
|
|
2022
Q4 | $479K | Sell |
6,835
-1,000
| -13% | -$70.1K | 0.04% | 187 |
|
|
2022
Q3 | $502K | Sell |
7,835
-387
| -5% | -$24.8K | 0.04% | 183 |
|
|
2022
Q2 | $582K | Sell |
8,222
-393
| -5% | -$27.8K | 0.05% | 177 |
|
|
2022
Q1 | $622K | Sell |
8,615
-258
| -3% | -$18.6K | 0.06% | 146 |
|
|
2021
Q4 | $601K | Sell |
8,873
-120
| -1% | -$8.13K | 0.05% | 148 |
|
|
2021
Q3 | $563K | Sell |
8,993
-100
| -1% | -$6.26K | 0.05% | 149 |
|
|
2021
Q2 | $599K | Sell |
9,093
-170
| -2% | -$11.2K | 0.06% | 146 |
|
|
2021
Q1 | $616K | Hold |
9,263
| – | – | 0.06% | 147 |
|
|
2020
Q4 | $618K | Hold |
9,263
| – | – | 0.06% | 143 |
|
|
2020
Q3 | $639K | Sell |
9,263
-3,670
| -28% | -$253K | 0.07% | 133 |
|
|
2020
Q2 | $809K | Sell |
12,933
-75
| -0.6% | -$4.69K | 0.09% | 123 |
|
|
2020
Q1 | $785K | Sell |
13,008
-1
| -0% | -$60 | 0.11% | 124 |
|
|
2019
Q4 | $826K | Buy |
13,009
+3,670
| +39% | +$233K | 0.09% | 151 |
|
|
2019
Q3 | $606K | Hold |
9,339
| – | – | 0.07% | 188 |
|
|
2019
Q2 | $556K | Hold |
9,339
| – | – | 0.06% | 193 |
|
|
2019
Q1 | $525K | Hold |
9,339
| – | – | 0.06% | 191 |
|
|
2018
Q4 | $460K | Hold |
9,339
| – | – | 0.06% | 192 |
|
|
2018
Q3 | $441K | Hold |
9,339
| – | – | 0.05% | 211 |
|
|
2018
Q2 | $426K | Sell |
9,339
-100
| -1% | -$4.56K | 0.05% | 208 |
|
|
2018
Q1 | $429K | Sell |
9,439
-60
| -0.6% | -$2.73K | 0.05% | 213 |
|
|
2017
Q4 | $457K | Sell |
9,499
-50
| -0.5% | -$2.41K | 0.05% | 203 |
|
|
2017
Q3 | $452K | Sell |
9,549
-675
| -7% | -$32K | 0.05% | 197 |
|
|
2017
Q2 | $470K | Hold |
10,224
| – | – | 0.06% | 206 |
|
|
2017
Q1 | $455K | Hold |
10,224
| – | – | 0.05% | 212 |
|
|
2016
Q4 | $416K | Hold |
10,224
| – | – | 0.05% | 237 |
|
|
2016
Q3 | $421K | Sell |
10,224
-1,600
| -14% | -$65.9K | 0.05% | 229 |
|
|
2016
Q2 | $529K | Hold |
11,824
| – | – | 0.06% | 195 |
|
|
2016
Q1 | $495K | Hold |
11,824
| – | – | 0.06% | 200 |
|
|
2015
Q4 | $425K | Sell |
11,824
-150
| -1% | -$5.39K | 0.05% | 201 |
|
|
2015
Q3 | $424K | Sell |
11,974
-490
| -4% | -$17.4K | 0.06% | 202 |
|
|
2015
Q2 | $401K | Sell |
12,464
-418
| -3% | -$13.4K | 0.05% | 200 |
|
|
2015
Q1 | $449K | Hold |
12,882
| – | – | 0.05% | 199 |
|
|
2014
Q4 | $463K | Sell |
12,882
-264
| -2% | -$9.49K | 0.06% | 190 |
|
|
2014
Q3 | $400K | Sell |
13,146
-475
| -3% | -$14.5K | 0.05% | 192 |
|
|
2014
Q2 | $439K | Sell |
13,621
-75
| -0.5% | -$2.42K | 0.06% | 188 |
|
|
2014
Q1 | $416K | Buy |
13,696
+305
| +2% | +$9.26K | 0.05% | 193 |
|
|
2013
Q4 | $375K | Sell |
13,391
-1,737
| -11% | -$48.6K | 0.05% | 194 |
|
|
2013
Q3 | $418K | Sell |
15,128
-1,012
| -6% | -$28K | 0.06% | 185 |
|
|
2013
Q2 | $457K | Buy |
+16,140
| New | +$457K | 0.07% | 178 |
|