Bond & Devick Financial Network’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.56M | Sell |
19,617
-77
| -0.4% | -$6.04K | 0.43% | 35 |
|
|
2025
Q4 | $1.45M | Buy |
19,694
+3
| +0% | +$237 | 0.41% | 36 |
|
|
2025
Q3 | $1.59M | Buy |
19,691
+7
| +0% | +$506 | 0.48% | 28 |
|
|
2025
Q2 | $1.34M | Buy |
19,684
+3,204
| +19% | +$222K | 0.45% | 33 |
|
|
2025
Q1 | $1.17M | Buy |
16,480
+508
| +3% | +$34.6K | 0.42% | 34 |
|
|
2024
Q4 | $1.04M | Hold |
15,972
| – | – | 0.45% | 44 |
|
|
2024
Q3 | $1.04M | Buy |
15,972
+168
| +1% | +$9.96K | 0.45% | 44 |
|
|
2024
Q2 | $844K | Buy |
15,804
+304
| +2% | +$16.5K | 0.45% | 45 |
|
|
2024
Q1 | $833K | Sell |
15,500
-1,217
| -7% | -$69.5K | 0.45% | 45 |
|
|
2023
Q4 | $1.03M | Sell |
16,717
-13
| -0.1% | -$780 | 0.59% | 27 |
|
|
2023
Q3 | $957K | Buy |
16,730
+1,156
| +7% | +$69.5K | 0.62% | 30 |
|
|
2023
Q2 | $968K | Buy |
15,574
+3
| +0% | +$200 | 0.6% | 29 |
|
|
2023
Q1 | $1.05M | Buy |
15,571
+3
| +0% | +$202 | 0.67% | 26 |
|
|
2022
Q4 | $1.09M | Sell |
15,568
-696
| -4% | -$46.3K | 0.78% | 24 |
|
|
2022
Q3 | $1.04M | Buy |
16,264
+3
| +0% | +$218 | 0.86% | 22 |
|
|
2022
Q2 | $1.15M | Buy |
16,261
+3
| +0% | +$218 | 1.01% | 20 |
|
|
2022
Q1 | $1.17M | Buy |
16,258
+3
| +0% | +$206 | 0.94% | 19 |
|
|
2021
Q4 | $1.1M | Buy |
16,255
+3
| +0% | +$196 | 0.83% | 25 |
|
|
2021
Q3 | $1.02M | Buy |
16,252
+2
| +0% | +$135 | 0.84% | 29 |
|
|
2021
Q2 | $1.07M | Sell |
16,250
-97
| -0.6% | -$6.75K | 0.88% | 26 |
|
|
2021
Q1 | $1.09M | Buy |
16,347
+3
| +0% | +$190 | 1.01% | 25 |
|
|
2020
Q4 | $1.1M | Buy |
+16,344
| New | +$1.14M | 1.25% | 19 |
|
Other funds holding XEL
VCM
VPM
