BEI
Benjamin Edwards Inc’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
21,207
+2,717
| +15% | +$185K | 0.02% | 526 |
|
|
2025
Q1 | $1.31M | Buy |
18,490
+1,885
| +11% | +$133K | 0.02% | 508 |
|
|
2024
Q4 | $1.12M | Buy |
16,605
+183
| +1% | +$12.4K | 0.02% | 576 |
|
|
2024
Q3 | $1.07M | Buy |
16,422
+16,388
| +48,200% | +$1.07M | 0.02% | 580 |
|
|
2024
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 665 |
|
|
2024
Q1 | $2K | Sell |
34
-57,105
| -100% | -$3.36M | ﹤0.01% | 697 |
|
|
2023
Q4 | $3.54M | Sell |
57,139
-2,222
| -4% | -$138K | 0.77% | 28 |
|
|
2023
Q3 | $3.4M | Sell |
59,361
-2,543
| -4% | -$146K | 0.8% | 31 |
|
|
2023
Q2 | $3.85M | Buy |
61,904
+7,287
| +13% | +$453K | 0.89% | 24 |
|
|
2023
Q1 | $3.68M | Buy |
54,617
+2,024
| +4% | +$136K | 0.9% | 25 |
|
|
2022
Q4 | $3.69M | Buy |
52,593
+486
| +0.9% | +$34.1K | 0.97% | 22 |
|
|
2022
Q3 | $3.34M | Buy |
52,107
+358
| +0.7% | +$22.9K | 1% | 20 |
|
|
2022
Q2 | $3.66M | Sell |
51,749
-13,547
| -21% | -$959K | 1.08% | 14 |
|
|
2022
Q1 | $4.71M | Buy |
65,296
+2,779
| +4% | +$201K | 1.37% | 8 |
|
|
2021
Q4 | $4.23M | Buy |
62,517
+42,090
| +206% | +$2.85M | 1.37% | 8 |
|
|
2021
Q3 | $1.28M | Buy |
20,427
+9,231
| +82% | +$577K | 0.78% | 26 |
|
|
2021
Q2 | $738K | Sell |
11,196
-217
| -2% | -$14.3K | 0.51% | 80 |
|
|
2021
Q1 | $759K | Sell |
11,413
-2,419
| -17% | -$161K | 0.58% | 70 |
|
|
2020
Q4 | $922K | Buy |
13,832
+1,074
| +8% | +$71.6K | 0.72% | 47 |
|
|
2020
Q3 | $880K | Sell |
12,758
-506
| -4% | -$34.9K | 0.73% | 47 |
|
|
2020
Q2 | $829K | Buy |
13,264
+263
| +2% | +$16.4K | 0.69% | 51 |
|
|
2020
Q1 | $784K | Buy |
13,001
+10,616
| +445% | +$640K | 0.81% | 32 |
|
|
2019
Q4 | $151K | Buy |
2,385
+161
| +7% | +$10.2K | 0.31% | 75 |
|
|
2019
Q3 | $144K | Buy |
2,224
+194
| +10% | +$12.6K | 0.31% | 72 |
|
|
2019
Q2 | $121K | Sell |
2,030
-90
| -4% | -$5.37K | 0.29% | 77 |
|
|
2019
Q1 | $119K | Buy |
+2,120
| New | +$119K | 0.57% | 38 |
|