Cetera Advisor Networks’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.17M | Sell |
59,033
-10,632
| -15% | -$571K | 0.02% | 808 |
|
|
2023
Q4 | $4.31M | Sell |
69,665
-5,018
| -7% | -$311K | 0.02% | 639 |
|
|
2023
Q3 | $4.27M | Buy |
74,683
+11,748
| +19% | +$672K | 0.03% | 578 |
|
|
2023
Q2 | $3.91M | Sell |
62,935
-47
| -0.1% | -$2.92K | 0.03% | 591 |
|
|
2023
Q1 | $4.25M | Buy |
62,982
+9,811
| +18% | +$662K | 0.03% | 549 |
|
|
2022
Q4 | $3.73M | Sell |
53,171
-5,476
| -9% | -$384K | 0.03% | 563 |
|
|
2022
Q3 | $3.75M | Sell |
58,647
-851
| -1% | -$54.5K | 0.05% | 395 |
|
|
2022
Q2 | $4.21M | Buy |
59,498
+7,160
| +14% | +$507K | 0.05% | 363 |
|
|
2022
Q1 | $3.78M | Sell |
52,338
-3,066
| -6% | -$221K | 0.05% | 403 |
|
|
2021
Q4 | $3.75M | Buy |
55,404
+2,088
| +4% | +$141K | 0.05% | 383 |
|
|
2021
Q3 | $3.33M | Buy |
53,316
+2,711
| +5% | +$169K | 0.05% | 380 |
|
|
2021
Q2 | $3.33M | Buy |
50,605
+4,686
| +10% | +$309K | 0.05% | 375 |
|
|
2021
Q1 | $3.05M | Buy |
45,919
+846
| +2% | +$56.3K | 0.06% | 273 |
|
|
2020
Q4 | $3.01M | Sell |
45,073
-1,106
| -2% | -$73.7K | 0.07% | 256 |
|
|
2020
Q3 | $3.19M | Sell |
46,179
-810
| -2% | -$55.9K | 0.08% | 223 |
|
|
2020
Q2 | $2.94M | Sell |
46,989
-641
| -1% | -$40.1K | 0.08% | 235 |
|
|
2020
Q1 | $2.87M | Sell |
47,630
-21,395
| -31% | -$1.29M | 0.09% | 209 |
|
|
2019
Q4 | $4.38M | Sell |
69,025
-436
| -0.6% | -$27.7K | 0.12% | 168 |
|
|
2019
Q3 | $4.51M | Sell |
69,461
-114
| -0.2% | -$7.4K | 0.14% | 151 |
|
|
2019
Q2 | $4.14M | Buy |
69,575
+23,480
| +51% | +$1.4M | 0.13% | 159 |
|
|
2019
Q1 | $2.59M | Buy |
46,095
+4,803
| +12% | +$269K | 0.08% | 218 |
|
|
2018
Q4 | $2.04M | Buy |
41,292
+1,236
| +3% | +$60.9K | 0.08% | 227 |
|
|
2018
Q3 | $1.89M | Buy |
+40,056
| New | +$1.89M | 0.07% | 247 |
|
|
2018
Q2 | – | Sell |
-35,134
| Closed | -$1.6M | – | 996 |
|
|
2018
Q1 | $1.6M | Sell |
35,134
-146
| -0.4% | -$6.63K | 0.07% | 229 |
|
|
2017
Q4 | $1.7M | Sell |
35,280
-30
| -0.1% | -$1.44K | 0.07% | 236 |
|
|
2017
Q3 | $1.67M | Sell |
35,310
-930
| -3% | -$44K | 0.08% | 222 |
|
|
2017
Q2 | $1.66M | Sell |
36,240
-2,201
| -6% | -$101K | 0.08% | 221 |
|
|
2017
Q1 | $1.71M | Sell |
38,441
-408
| -1% | -$18.1K | 0.08% | 220 |
|
|
2016
Q4 | $1.58M | Sell |
38,849
-4,540
| -10% | -$185K | 0.08% | 215 |
|
|
2016
Q3 | $1.79M | Buy |
43,389
+2,475
| +6% | +$102K | 0.07% | 251 |
|
|
2016
Q2 | $1.83M | Sell |
40,914
-1,007
| -2% | -$45.1K | 0.11% | 196 |
|
|
2016
Q1 | $1.75M | Buy |
41,921
+6,441
| +18% | +$269K | 0.11% | 188 |
|
|
2015
Q4 | $1.28M | Buy |
35,480
+2,307
| +7% | +$83K | 0.08% | 229 |
|
|
2015
Q3 | $1.18M | Sell |
33,173
-7,015
| -17% | -$249K | 0.08% | 241 |
|
|
2015
Q2 | $1.4M | Hold |
40,188
| – | – | 0.09% | 226 |
|
|
2015
Q1 | $1.4M | Sell |
40,188
-321
| -0.8% | -$11.2K | 0.09% | 226 |
|
|
2014
Q4 | $1.46M | Buy |
40,509
+1,997
| +5% | +$71.8K | 0.1% | 203 |
|
|
2014
Q3 | $1.17M | Buy |
38,512
+556
| +1% | +$16.9K | 0.08% | 245 |
|
|
2014
Q2 | $1.23M | Buy |
37,956
+5,948
| +19% | +$192K | 0.08% | 264 |
|
|
2014
Q1 | $968K | Buy |
32,008
+9,691
| +43% | +$293K | 0.07% | 287 |
|
|
2013
Q4 | $623K | Buy |
22,317
+8,866
| +66% | +$248K | 0.05% | 361 |
|
|
2013
Q3 | $370K | Sell |
13,451
-177
| -1% | -$4.87K | 0.03% | 430 |
|
|
2013
Q2 | $383K | Buy |
+13,628
| New | +$383K | 0.04% | 375 |
|