Cahill Financial Advisors’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 | $512K | Sell |
7,523
-332
| -4% | -$22.6K | 0.06% | 167 |
|
|
2025
Q1 | $556K | Sell |
7,855
-2,059
| -21% | -$146K | 0.08% | 152 |
|
|
2024
Q4 | $669K | Sell |
9,914
-90
| -0.9% | -$6.08K | 0.09% | 141 |
|
|
2024
Q3 | $653K | Buy |
10,004
+635
| +7% | +$41.5K | 0.09% | 140 |
|
|
2024
Q2 | $500K | Sell |
9,369
-1,678
| -15% | -$89.6K | 0.07% | 175 |
|
|
2024
Q1 | $594K | Sell |
11,047
-277
| -2% | -$14.9K | 0.08% | 161 |
|
|
2023
Q4 | $701K | Sell |
11,324
-505
| -4% | -$31.3K | 0.1% | 143 |
|
|
2023
Q3 | $677K | Buy |
11,829
+1
| +0% | +$57 | 0.11% | 144 |
|
|
2023
Q2 | $735K | Buy |
11,828
+429
| +4% | +$26.7K | 0.12% | 135 |
|
|
2023
Q1 | $769K | Buy |
11,399
+1,053
| +10% | +$71K | 0.14% | 129 |
|
|
2022
Q4 | $725K | Sell |
10,346
-157
| -1% | -$11K | 0.14% | 133 |
|
|
2022
Q3 | $672K | Buy |
10,503
+7
| +0.1% | +$448 | 0.14% | 134 |
|
|
2022
Q2 | $743K | Buy |
10,496
+11
| +0.1% | +$779 | 0.16% | 126 |
|
|
2022
Q1 | $757K | Sell |
10,485
-357
| -3% | -$25.8K | 0.14% | 132 |
|
|
2021
Q4 | $734K | Buy |
10,842
+10
| +0.1% | +$677 | 0.14% | 131 |
|
|
2021
Q3 | $677K | Buy |
10,832
+9
| +0.1% | +$563 | 0.14% | 136 |
|
|
2021
Q2 | $713K | Sell |
10,823
-181
| -2% | -$11.9K | 0.16% | 118 |
|
|
2021
Q1 | $732K | Buy |
11,004
+9
| +0.1% | +$599 | 0.18% | 109 |
|
|
2020
Q4 | $733K | Buy |
10,995
+108
| +1% | +$7.2K | 0.18% | 105 |
|
|
2020
Q3 | $751K | Hold |
10,887
| – | – | 0.27% | 85 |
|
|
2020
Q2 | $681K | Buy |
10,887
+17
| +0.2% | +$1.06K | 0.26% | 87 |
|
|
2020
Q1 | $656K | Buy |
10,870
+8
| +0.1% | +$483 | 0.3% | 82 |
|
|
2019
Q4 | $690K | Buy |
10,862
+8
| +0.1% | +$508 | 0.25% | 94 |
|
|
2019
Q3 | $705K | Buy |
10,854
+8
| +0.1% | +$520 | 0.27% | 88 |
|
|
2019
Q2 | $646K | Sell |
10,846
-90
| -0.8% | -$5.36K | 0.26% | 89 |
|
|
2019
Q1 | $615K | Sell |
10,936
-381
| -3% | -$21.4K | 0.26% | 89 |
|
|
2018
Q4 | $558K | Buy |
11,317
+323
| +3% | +$15.9K | 0.28% | 85 |
|
|
2018
Q3 | $520K | Buy |
10,994
+24
| +0.2% | +$1.14K | 0.23% | 96 |
|
|
2018
Q2 | $502K | Buy |
10,970
+24
| +0.2% | +$1.1K | 0.23% | 99 |
|
|
2018
Q1 | $498K | Buy |
10,946
+503
| +5% | +$22.9K | 0.24% | 97 |
|
|
2017
Q4 | $503K | Buy |
10,443
+21
| +0.2% | +$1.01K | 0.25% | 96 |
|
|
2017
Q3 | $494K | Sell |
10,422
-158
| -1% | -$7.49K | 0.26% | 91 |
|
|
2017
Q2 | $486K | Buy |
10,580
+20
| +0.2% | +$919 | 0.27% | 90 |
|
|
2017
Q1 | $470K | Buy |
10,560
+20
| +0.2% | +$890 | 0.27% | 85 |
|
|
2016
Q4 | $429K | Sell |
10,540
-1,125
| -10% | -$45.8K | 0.26% | 86 |
|
|
2016
Q3 | $480K | Sell |
11,665
-587
| -5% | -$24.2K | 0.31% | 78 |
|
|
2016
Q2 | $549K | Sell |
12,252
-814
| -6% | -$36.5K | 0.38% | 69 |
|
|
2016
Q1 | $547K | Buy |
13,066
+171
| +1% | +$7.16K | 0.41% | 65 |
|
|
2015
Q4 | $464K | Buy |
12,895
+126
| +1% | +$4.53K | 0.38% | 66 |
|
|
2015
Q3 | $453K | Buy |
12,769
+22
| +0.2% | +$780 | 0.37% | 71 |
|
|
2015
Q2 | $411K | Buy |
12,747
+21
| +0.2% | +$677 | 0.31% | 77 |
|
|
2015
Q1 | $444K | Buy |
12,726
+18
| +0.1% | +$628 | 0.34% | 71 |
|
|
2014
Q4 | $457K | Sell |
12,708
-122
| -1% | -$4.39K | 0.35% | 69 |
|
|
2014
Q3 | $391K | Buy |
12,830
+21
| +0.2% | +$640 | 0.31% | 71 |
|
|
2014
Q2 | $413K | Buy |
12,809
+2,454
| +24% | +$79.1K | 0.32% | 73 |
|
|
2014
Q1 | $315K | Sell |
10,355
-84
| -0.8% | -$2.56K | 0.27% | 82 |
|
|
2013
Q4 | $292K | Buy |
+10,439
| New | +$292K | 0.25% | 85 |
|