CAPTRUST Financial Advisors’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.59M | Buy |
111,433
+108
| +0.1% | +$7.36K | 0.02% | 521 |
|
|
2025
Q1 | $7.88M | Buy |
111,325
+4,969
| +5% | +$352K | 0.02% | 483 |
|
|
2024
Q4 | $7.18M | Buy |
106,356
+6,984
| +7% | +$472K | 0.02% | 451 |
|
|
2024
Q3 | $6.49M | Buy |
99,372
+9,821
| +11% | +$641K | 0.02% | 469 |
|
|
2024
Q2 | $4.78M | Buy |
89,551
+8,245
| +10% | +$440K | 0.02% | 521 |
|
|
2024
Q1 | $4.37M | Sell |
81,306
-29,342
| -27% | -$1.58M | 0.02% | 534 |
|
|
2023
Q4 | $6.85M | Buy |
110,648
+3,446
| +3% | +$213K | 0.02% | 454 |
|
|
2023
Q3 | $6.13M | Buy |
107,202
+3,688
| +4% | +$211K | 0.02% | 451 |
|
|
2023
Q2 | $6.44M | Sell |
103,514
-211
| -0.2% | -$13.1K | 0.03% | 430 |
|
|
2023
Q1 | $7M | Buy |
103,725
+4,767
| +5% | +$321K | 0.03% | 372 |
|
|
2022
Q4 | $6.94M | Sell |
98,958
-585
| -0.6% | -$41K | 0.03% | 362 |
|
|
2022
Q3 | $6.37M | Sell |
99,543
-1,865
| -2% | -$119K | 0.04% | 345 |
|
|
2022
Q2 | $7.22M | Buy |
101,408
+16,086
| +19% | +$1.15M | 0.05% | 303 |
|
|
2022
Q1 | $6.2M | Buy |
85,322
+15,584
| +22% | +$1.13M | 0.04% | 323 |
|
|
2021
Q4 | $4.75M | Sell |
69,738
-1,254
| -2% | -$85.5K | 0.03% | 373 |
|
|
2021
Q3 | $4.47M | Buy |
70,992
+1,356
| +2% | +$85.4K | 0.04% | 343 |
|
|
2021
Q2 | $4.62M | Buy |
69,636
+2,005
| +3% | +$133K | 0.04% | 315 |
|
|
2021
Q1 | $4.53M | Buy |
67,631
+2,657
| +4% | +$178K | 0.05% | 288 |
|
|
2020
Q4 | $4.36M | Buy |
64,974
+523
| +0.8% | +$35.1K | 0.06% | 269 |
|
|
2020
Q3 | $4.56M | Sell |
64,451
-385
| -0.6% | -$27.3K | 0.08% | 224 |
|
|
2020
Q2 | $4.19M | Buy |
64,836
+2,498
| +4% | +$161K | 0.07% | 245 |
|
|
2020
Q1 | $3.65M | Sell |
62,338
-570
| -0.9% | -$33.3K | 0.08% | 233 |
|
|
2019
Q4 | $3.95M | Buy |
62,908
+3,883
| +7% | +$244K | 0.06% | 261 |
|
|
2019
Q3 | $3.85M | Sell |
59,025
-115
| -0.2% | -$7.51K | 0.14% | 145 |
|
|
2019
Q2 | $3.54M | Sell |
59,140
-350
| -0.6% | -$21K | 0.13% | 142 |
|
|
2019
Q1 | $3.37M | Sell |
59,490
-124
| -0.2% | -$7.02K | 0.14% | 131 |
|
|
2018
Q4 | $2.96M | Buy |
59,614
+40
| +0.1% | +$1.99K | 0.16% | 110 |
|
|
2018
Q3 | $2.84M | Sell |
59,574
-645
| -1% | -$30.7K | 0.13% | 119 |
|
|
2018
Q2 | $2.77M | Buy |
60,219
+2,476
| +4% | +$114K | 0.15% | 94 |
|
|
2018
Q1 | $2.62M | Sell |
57,743
-345
| -0.6% | -$15.6K | 0.16% | 89 |
|
|
2017
Q4 | $2.82M | Buy |
58,088
+395
| +0.7% | +$19.1K | 0.17% | 91 |
|
|
2017
Q3 | $2.54M | Buy |
+57,693
| New | +$2.54M | 0.19% | 62 |
|