BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $913K | Sell |
14,678
-605
| -4% | -$37.6K | 0.09% | 137 |
|
|
2023
Q1 | $1.03M | Buy |
15,283
+22
| +0.1% | +$1.48K | 0.11% | 129 |
|
|
2022
Q4 | $1.07M | Sell |
15,261
-1,108
| -7% | -$77.7K | 0.12% | 124 |
|
|
2022
Q3 | $1.05M | Sell |
16,369
-1,137
| -6% | -$72.8K | 0.13% | 120 |
|
|
2022
Q2 | $1.24M | Buy |
17,506
+5,185
| +42% | +$367K | 0.14% | 119 |
|
|
2022
Q1 | $889K | Sell |
12,321
-169
| -1% | -$12.2K | 0.1% | 130 |
|
|
2021
Q4 | $846K | Buy |
12,490
+242
| +2% | +$16.4K | 0.09% | 144 |
|
|
2021
Q3 | $765K | Sell |
12,248
-946
| -7% | -$59.1K | 0.09% | 144 |
|
|
2021
Q2 | $869K | Buy |
13,194
+1,240
| +10% | +$81.7K | 0.1% | 126 |
|
|
2021
Q1 | $795K | Hold |
11,954
| – | – | 0.1% | 127 |
|
|
2020
Q4 | $797K | Sell |
11,954
-1,192
| -9% | -$79.5K | 0.11% | 115 |
|
|
2020
Q3 | $907K | Sell |
13,146
-990
| -7% | -$68.3K | 0.14% | 104 |
|
|
2020
Q2 | $883K | Buy |
14,136
+882
| +7% | +$55.1K | 0.15% | 105 |
|
|
2020
Q1 | $799K | Buy |
13,254
+131
| +1% | +$7.9K | 0.16% | 101 |
|
|
2019
Q4 | $833K | Buy |
13,123
+10
| +0.1% | +$635 | 0.15% | 112 |
|
|
2019
Q3 | $851K | Buy |
13,113
+10
| +0.1% | +$649 | 0.17% | 100 |
|
|
2019
Q2 | $779K | Sell |
13,103
-63
| -0.5% | -$3.75K | 0.15% | 108 |
|
|
2019
Q1 | $740K | Buy |
13,166
+12
| +0.1% | +$674 | 0.15% | 106 |
|
|
2018
Q4 | $648K | Sell |
13,154
-1,126
| -8% | -$55.5K | 0.15% | 106 |
|
|
2018
Q3 | $674K | Buy |
14,280
+566
| +4% | +$26.7K | 0.15% | 111 |
|
|
2018
Q2 | $626K | Buy |
13,714
+1,031
| +8% | +$47.1K | 0.14% | 114 |
|
|
2018
Q1 | $577K | Sell |
12,683
-8,786
| -41% | -$400K | 0.16% | 111 |
|
|
2017
Q4 | $1.03M | Sell |
21,469
-102
| -0.5% | -$4.91K | 0.25% | 82 |
|
|
2017
Q3 | $1.02M | Buy |
21,571
+1,000
| +5% | +$47.3K | 0.26% | 77 |
|
|
2017
Q2 | $944K | Sell |
20,571
-1,821
| -8% | -$83.6K | 0.27% | 70 |
|
|
2017
Q1 | $995K | Buy |
22,392
+1,217
| +6% | +$54.1K | 0.3% | 62 |
|
|
2016
Q4 | $862K | Buy |
21,175
+407
| +2% | +$16.6K | 0.29% | 67 |
|
|
2016
Q3 | $854K | Buy |
20,768
+7
| +0% | +$288 | 0.3% | 62 |
|
|
2016
Q2 | $930K | Sell |
20,761
-3,000
| -13% | -$134K | 0.4% | 55 |
|
|
2016
Q1 | $994K | Buy |
+23,761
| New | +$994K | 0.6% | 50 |
|