Cetera Advisor Networks’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.17M | Sell |
59,033
-10,632
| -15% | -$607K | 0.02% | 808 |
|
|
2023
Q4 | $4.31M | Sell |
69,665
-5,018
| -7% | -$301K | 0.02% | 639 |
|
|
2023
Q3 | $4.27M | Buy |
74,683
+11,748
| +19% | +$706K | 0.03% | 578 |
|
|
2023
Q2 | $3.91M | Sell |
62,935
-47
| -0.1% | -$3.14K | 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% | -$364K | 0.03% | 563 |
|
|
2022
Q3 | $3.75M | Sell |
58,647
-851
| -1% | -$62K | 0.05% | 395 |
|
|
2022
Q2 | $4.21M | Buy |
59,498
+7,160
| +14% | +$521K | 0.05% | 363 |
|
|
2022
Q1 | $3.78M | Sell |
52,338
-3,066
| -6% | -$211K | 0.05% | 403 |
|
|
2021
Q4 | $3.75M | Buy |
55,404
+2,088
| +4% | +$136K | 0.05% | 383 |
|
|
2021
Q3 | $3.33M | Buy |
53,316
+2,711
| +5% | +$183K | 0.05% | 380 |
|
|
2021
Q2 | $3.33M | Buy |
50,605
+4,686
| +10% | +$326K | 0.05% | 375 |
|
|
2021
Q1 | $3.05M | Buy |
45,919
+846
| +2% | +$53.5K | 0.06% | 273 |
|
|
2020
Q4 | $3M | Sell |
45,073
-1,106
| -2% | -$77.1K | 0.07% | 256 |
|
|
2020
Q3 | $3.19M | Sell |
46,179
-810
| -2% | -$55.3K | 0.08% | 223 |
|
|
2020
Q2 | $2.94M | Sell |
46,989
-641
| -1% | -$40.4K | 0.08% | 235 |
|
|
2020
Q1 | $2.87M | Sell |
47,630
-21,395
| -31% | -$1.39M | 0.09% | 209 |
|
|
2019
Q4 | $4.38M | Sell |
69,025
-436
| -0.6% | -$27.3K | 0.12% | 168 |
|
|
2019
Q3 | $4.51M | Sell |
69,461
-114
| -0.2% | -$7.1K | 0.14% | 151 |
|
|
2019
Q2 | $4.14M | Buy |
69,575
+23,480
| +51% | +$1.35M | 0.13% | 159 |
|
|
2019
Q1 | $2.59M | Buy |
46,095
+4,803
| +12% | +$255K | 0.08% | 218 |
|
|
2018
Q4 | $2.04M | Buy |
41,292
+1,236
| +3% | +$62K | 0.08% | 227 |
|
|
2018
Q3 | $1.89M | Buy |
+40,056
| New | +$1.89M | 0.07% | 247 |
|
|
2018
Q2 | – | Sell |
-35,134
| Closed | -$1.59M | – | 996 |
|
|
2018
Q1 | $1.59M | Sell |
35,134
-146
| -0.4% | -$6.51K | 0.07% | 229 |
|
|
2017
Q4 | $1.7M | Sell |
35,280
-30
| -0.1% | -$1.49K | 0.07% | 236 |
|
|
2017
Q3 | $1.67M | Sell |
35,310
-930
| -3% | -$44.6K | 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% | -$17.3K | 0.08% | 220 |
|
|
2016
Q4 | $1.58M | Sell |
38,849
-4,540
| -10% | -$182K | 0.08% | 215 |
|
|
2016
Q3 | $1.78M | Buy |
43,389
+2,475
| +6% | +$106K | 0.07% | 251 |
|
|
2016
Q2 | $1.83M | Sell |
40,914
-1,007
| -2% | -$41.7K | 0.11% | 196 |
|
|
2016
Q1 | $1.75M | Buy |
41,921
+6,441
| +18% | +$251K | 0.11% | 188 |
|
|
2015
Q4 | $1.28M | Buy |
35,480
+2,307
| +7% | +$82.4K | 0.08% | 229 |
|
|
2015
Q3 | $1.18M | Sell |
33,173
-7,015
| -17% | -$239K | 0.08% | 241 |
|
|
2015
Q2 | $1.4M | Hold |
40,188
| – | – | 0.09% | 226 |
|
|
2015
Q1 | $1.4M | Sell |
40,188
-321
| -0.8% | -$11.5K | 0.09% | 226 |
|
|
2014
Q4 | $1.46M | Buy |
40,509
+1,997
| +5% | +$67.1K | 0.1% | 203 |
|
|
2014
Q3 | $1.17M | Buy |
38,512
+556
| +1% | +$17.4K | 0.08% | 245 |
|
|
2014
Q2 | $1.23M | Buy |
37,956
+5,948
| +19% | +$184K | 0.08% | 264 |
|
|
2014
Q1 | $968K | Buy |
32,008
+9,691
| +43% | +$283K | 0.07% | 287 |
|
|
2013
Q4 | $623K | Buy |
22,317
+8,866
| +66% | +$250K | 0.05% | 361 |
|
|
2013
Q3 | $370K | Sell |
13,451
-177
| -1% | -$5.06K | 0.03% | 430 |
|
|
2013
Q2 | $383K | Buy |
+13,628
| New | +$407K | 0.04% | 375 |
|
Other funds holding XEL
Cetera Advisor Networks's XEL Position: Q1 2024 in Review
Cetera Advisor Networks reduced its Xcel Energy (XEL) stake by 15% in Q1 2024, selling an estimated $607K and leaving 59,033 shares worth $3.17M. The position accounts for 0.02% of the portfolio, ranked #808.
Cetera Advisor Networks first reported a position in XEL in Q2 2013 and has held it in 43 quarters since. The position peaked at $4.51M in Q3 2019. 981 funds tracked by Wall St. Rank hold XEL as of Q1 2024.
- Cetera Advisor Networks held 59,033 shares of Xcel Energy worth $3.17M as of Q1 2024.
- Cetera Advisor Networks sold 10,632 Xcel Energy shares in Q1 2024, an estimated $607K.
- Xcel Energy made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #808 holding.
- Cetera Advisor Networks first reported a position in Xcel Energy in Q2 2013 and has held it in 43 quarters since.
- Cetera Advisor Networks's Xcel Energy position peaked at $4.51M in Q3 2019.
- 981 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.
Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.