Carson Wealth (CWM LLC)’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.73M | Sell |
69,418
-1,321
| -2% | -$90K | 0.02% | 603 |
|
|
2025
Q1 | $5.01M | Sell |
70,739
-12,034
| -15% | -$852K | 0.02% | 530 |
|
|
2024
Q4 | $5.59M | Buy |
82,773
+10,487
| +15% | +$708K | 0.02% | 450 |
|
|
2024
Q3 | $4.72M | Buy |
72,286
+35,363
| +96% | +$2.31M | 0.02% | 456 |
|
|
2024
Q2 | $1.97M | Buy |
36,923
+3,838
| +12% | +$205K | 0.01% | 648 |
|
|
2024
Q1 | $1.78M | Buy |
33,085
+2,060
| +7% | +$111K | 0.01% | 658 |
|
|
2023
Q4 | $1.92M | Buy |
31,025
+6,167
| +25% | +$382K | 0.01% | 583 |
|
|
2023
Q3 | $1.42M | Sell |
24,858
-1,361
| -5% | -$77.9K | 0.01% | 620 |
|
|
2023
Q2 | $1.63M | Buy |
26,219
+1,389
| +6% | +$86.4K | 0.01% | 565 |
|
|
2023
Q1 | $1.68M | Buy |
24,830
+3,698
| +17% | +$249K | 0.01% | 514 |
|
|
2022
Q4 | $1.48M | Sell |
21,132
-6,320
| -23% | -$443K | 0.01% | 499 |
|
|
2022
Q3 | $1.76M | Buy |
27,452
+4,482
| +20% | +$287K | 0.01% | 435 |
|
|
2022
Q2 | $1.63M | Buy |
22,970
+2,791
| +14% | +$197K | 0.01% | 438 |
|
|
2022
Q1 | $1.46M | Buy |
20,179
+2,243
| +13% | +$162K | 0.01% | 471 |
|
|
2021
Q4 | $1.21M | Buy |
+17,936
| New | +$1.21M | 0.01% | 535 |
|
|
2021
Q2 | $27.7M | Hold |
421,188
| – | – | 0.22% | 88 |
|
|
2021
Q1 | $27.7M | Hold |
421,188
| – | – | 0.22% | 88 |
|
|
2020
Q4 | $27.7M | Hold |
421,188
| – | – | 0.22% | 88 |
|
|
2020
Q3 | $27.7M | Hold |
421,188
| – | – | 0.22% | 88 |
|
|
2020
Q2 | $27.7M | Hold |
421,188
| – | – | 0.22% | 88 |
|
|
2020
Q1 | $27.7M | Hold |
421,188
| – | – | 0.22% | 88 |
|
|
2019
Q4 | $27.7M | Hold |
421,188
| – | – | 0.22% | 88 |
|
|
2019
Q3 | $27.7M | Hold |
421,188
| – | – | 0.22% | 88 |
|
|
2019
Q2 | $27.7M | Hold |
421,188
| – | – | 0.22% | 88 |
|
|
2019
Q1 | $27.7M | Buy |
421,188
+417,738
| +12,108% | +$27.5M | 0.22% | 88 |
|
|
2018
Q4 | $170K | Buy |
3,450
+1,999
| +138% | +$98.5K | ﹤0.01% | 635 |
|
|
2018
Q3 | $69K | Buy |
1,451
+64
| +5% | +$3.04K | ﹤0.01% | 686 |
|
|
2018
Q2 | $63K | Buy |
1,387
+918
| +196% | +$41.7K | ﹤0.01% | 590 |
|
|
2018
Q1 | $21K | Sell |
469
-602
| -56% | -$27K | ﹤0.01% | 706 |
|
|
2017
Q4 | $52K | Hold |
1,071
| – | – | ﹤0.01% | 524 |
|
|
2017
Q3 | $51K | Buy |
1,071
+675
| +170% | +$32.1K | ﹤0.01% | 522 |
|
|
2017
Q2 | $18K | Hold |
396
| – | – | ﹤0.01% | 657 |
|
|
2017
Q1 | $18K | Buy |
396
+86
| +28% | +$3.91K | ﹤0.01% | 621 |
|
|
2016
Q4 | $13K | Hold |
310
| – | – | ﹤0.01% | 688 |
|
|
2016
Q3 | $13K | Hold |
310
| – | – | ﹤0.01% | 639 |
|
|
2016
Q2 | $14K | Buy |
+310
| New | +$14K | ﹤0.01% | 518 |
|
|
2015
Q4 | – | Sell |
-65
| Closed | -$2K | – | 758 |
|
|
2015
Q3 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 586 |
|