BOK Financial Private Wealth’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 | $12.8K | Sell |
187
-94
| -33% | -$6.46K | ﹤0.01% | 343 |
|
|
2025
Q1 | $20.1K | Hold |
281
| – | – | ﹤0.01% | 342 |
|
|
2024
Q4 | $19K | Hold |
281
| – | – | ﹤0.01% | 331 |
|
|
2024
Q3 | $18.5K | Hold |
281
| – | – | ﹤0.01% | 347 |
|
|
2024
Q2 | $15.2K | Hold |
281
| – | – | ﹤0.01% | 356 |
|
|
2024
Q1 | $15.3K | Sell |
281
-62
| -18% | -$3.37K | ﹤0.01% | 343 |
|
|
2023
Q4 | $21.4K | Hold |
343
| – | – | ﹤0.01% | 313 |
|
|
2023
Q3 | $19.8K | Sell |
343
-138
| -29% | -$7.97K | ﹤0.01% | 294 |
|
|
2023
Q2 | $30.2K | Hold |
481
| – | – | ﹤0.01% | 268 |
|
|
2023
Q1 | $32.7K | Hold |
481
| – | – | ﹤0.01% | 278 |
|
|
2022
Q4 | $34K | Hold |
481
| – | – | ﹤0.01% | 261 |
|
|
2022
Q3 | $31K | Hold |
481
| – | – | ﹤0.01% | 274 |
|
|
2022
Q2 | $34K | Buy |
+481
| New | +$34K | ﹤0.01% | 274 |
|
|
2017
Q1 | – | Sell |
-10,037
| Closed | -$408K | – | 144 |
|
|
2016
Q4 | $408K | Buy |
10,037
+57
| +0.6% | +$2.32K | 0.06% | 90 |
|
|
2016
Q3 | $411K | Sell |
9,980
-3,049
| -23% | -$126K | 0.06% | 93 |
|
|
2016
Q2 | $583K | Buy |
13,029
+57
| +0.4% | +$2.55K | 0.09% | 68 |
|
|
2016
Q1 | $542K | Buy |
12,972
+58
| +0.4% | +$2.42K | 0.09% | 43 |
|
|
2015
Q4 | $464K | Sell |
12,914
-55
| -0.4% | -$1.98K | 0.08% | 47 |
|
|
2015
Q3 | $459K | Buy |
12,969
+62
| +0.5% | +$2.19K | 0.08% | 44 |
|
|
2015
Q2 | $415K | Sell |
12,907
-1,140
| -8% | -$36.7K | 0.07% | 48 |
|
|
2015
Q1 | $489K | Buy |
14,047
+61
| +0.4% | +$2.12K | 0.08% | 45 |
|
|
2014
Q4 | $502K | Buy |
13,986
+70
| +0.5% | +$2.51K | 0.08% | 44 |
|
|
2014
Q3 | $423K | Buy |
13,916
+70
| +0.5% | +$2.13K | 0.07% | 44 |
|
|
2014
Q2 | $446K | Buy |
13,846
+70
| +0.5% | +$2.26K | 0.07% | 43 |
|
|
2014
Q1 | $418K | Buy |
13,776
+1,071
| +8% | +$32.5K | 0.07% | 45 |
|
|
2013
Q4 | $355K | Buy |
12,705
+70
| +0.6% | +$1.96K | 0.06% | 46 |
|
|
2013
Q3 | $349K | Buy |
12,635
+67
| +0.5% | +$1.85K | 0.07% | 45 |
|
|
2013
Q2 | $356K | Buy |
+12,568
| New | +$356K | 0.08% | 34 |
|