Bartlett & Co 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 | $35.9K | Hold |
523
| – | – | ﹤0.01% | 716 |
|
|
2025
Q1 | $37.3K | Sell |
523
-818
| -61% | -$58.4K | ﹤0.01% | 710 |
|
|
2024
Q4 | $90.5K | Hold |
1,341
| – | – | ﹤0.01% | 554 |
|
|
2024
Q3 | $88.3K | Hold |
1,341
| – | – | ﹤0.01% | 564 |
|
|
2024
Q2 | $72.4K | Hold |
1,341
| – | – | ﹤0.01% | 593 |
|
|
2024
Q1 | $72.8K | Buy |
1,341
+100
| +8% | +$5.43K | ﹤0.01% | 603 |
|
|
2023
Q4 | $77.5K | Hold |
1,241
| – | – | ﹤0.01% | 616 |
|
|
2023
Q3 | $71.6K | Hold |
1,241
| – | – | ﹤0.01% | 586 |
|
|
2023
Q2 | $77.8K | Buy |
1,241
+200
| +19% | +$12.5K | ﹤0.01% | 582 |
|
|
2023
Q1 | $70.7K | Hold |
1,041
| – | – | ﹤0.01% | 513 |
|
|
2022
Q4 | $73.5K | Hold |
1,041
| – | – | ﹤0.01% | 518 |
|
|
2022
Q3 | $67.1K | Hold |
1,041
| – | – | ﹤0.01% | 520 |
|
|
2022
Q2 | $74.2K | Hold |
1,041
| – | – | ﹤0.01% | 510 |
|
|
2022
Q1 | $75.6K | Buy |
+1,041
| New | +$75.6K | ﹤0.01% | 523 |
|
|
2021
Q4 | – | Sell |
-800
| Closed | -$50.4K | – | 902 |
|
|
2021
Q3 | $50.4K | Hold |
800
| – | – | ﹤0.01% | 510 |
|
|
2021
Q2 | $53.1K | Hold |
800
| – | – | ﹤0.01% | 497 |
|
|
2021
Q1 | $54K | Sell |
800
-1,013
| -56% | -$68.4K | ﹤0.01% | 522 |
|
|
2020
Q4 | $122K | Sell |
1,813
-762
| -30% | -$51.1K | ﹤0.01% | 383 |
|
|
2020
Q3 | $179K | Hold |
2,575
| – | – | ﹤0.01% | 321 |
|
|
2020
Q2 | $162K | Hold |
2,575
| – | – | ﹤0.01% | 331 |
|
|
2020
Q1 | $156K | Hold |
2,575
| – | – | ﹤0.01% | 312 |
|
|
2019
Q4 | $165K | Hold |
2,575
| – | – | ﹤0.01% | 355 |
|
|
2019
Q3 | $168K | Buy |
2,575
+1,000
| +63% | +$65.3K | ﹤0.01% | 343 |
|
|
2019
Q2 | $94.3K | Hold |
1,575
| – | – | ﹤0.01% | 333 |
|
|
2019
Q1 | $89.2K | Hold |
1,575
| – | – | ﹤0.01% | 333 |
|
|
2018
Q4 | $78.2K | Hold |
1,575
| – | – | ﹤0.01% | 336 |
|
|
2018
Q3 | $75K | Buy |
1,575
+800
| +103% | +$38.1K | ﹤0.01% | 367 |
|
|
2018
Q2 | $35.4K | Hold |
775
| – | – | ﹤0.01% | 464 |
|
|
2018
Q1 | $35.2K | Buy |
+775
| New | +$35.2K | ﹤0.01% | 465 |
|