Charles Schwab’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 | $254M | Buy |
3,734,517
+57,203
| +2% | +$3.9M | 0.04% | 339 |
|
|
2025
Q1 | $260M | Buy |
3,677,314
+51,466
| +1% | +$3.64M | 0.05% | 307 |
|
|
2024
Q4 | $245M | Buy |
3,625,848
+208,233
| +6% | +$14.1M | 0.05% | 325 |
|
|
2024
Q3 | $223M | Buy |
3,417,615
+67,820
| +2% | +$4.43M | 0.04% | 343 |
|
|
2024
Q2 | $179M | Buy |
3,349,795
+139,256
| +4% | +$7.44M | 0.03% | 419 |
|
|
2024
Q1 | $173M | Buy |
3,210,539
+39,076
| +1% | +$2.1M | 0.04% | 395 |
|
|
2023
Q4 | $196M | Buy |
3,171,463
+106,218
| +3% | +$6.58M | 0.05% | 328 |
|
|
2023
Q3 | $175M | Buy |
3,065,245
+76,561
| +3% | +$4.38M | 0.05% | 326 |
|
|
2023
Q2 | $186M | Buy |
2,988,684
+25,216
| +0.9% | +$1.57M | 0.05% | 316 |
|
|
2023
Q1 | $200M | Buy |
2,963,468
+23,458
| +0.8% | +$1.58M | 0.06% | 283 |
|
|
2022
Q4 | $206M | Buy |
2,940,010
+64,416
| +2% | +$4.52M | 0.07% | 265 |
|
|
2022
Q3 | $184M | Buy |
2,875,594
+82,733
| +3% | +$5.29M | 0.07% | 269 |
|
|
2022
Q2 | $198M | Buy |
2,792,861
+39,910
| +1% | +$2.82M | 0.07% | 262 |
|
|
2022
Q1 | $199M | Buy |
2,752,951
+96,715
| +4% | +$6.98M | 0.06% | 297 |
|
|
2021
Q4 | $180M | Buy |
2,656,236
+97,818
| +4% | +$6.62M | 0.05% | 328 |
|
|
2021
Q3 | $160M | Buy |
2,558,418
+48,168
| +2% | +$3.01M | 0.05% | 335 |
|
|
2021
Q2 | $165M | Buy |
2,510,250
+71,465
| +3% | +$4.71M | 0.06% | 313 |
|
|
2021
Q1 | $162M | Buy |
2,438,785
+61,676
| +3% | +$4.1M | 0.06% | 293 |
|
|
2020
Q4 | $158M | Buy |
2,377,109
+76,461
| +3% | +$5.1M | 0.06% | 277 |
|
|
2020
Q3 | $159M | Sell |
2,300,648
-100,336
| -4% | -$6.92M | 0.07% | 240 |
|
|
2020
Q2 | $150M | Sell |
2,400,984
-8,276
| -0.3% | -$517K | 0.07% | 246 |
|
|
2020
Q1 | $145M | Buy |
2,409,260
+28,024
| +1% | +$1.69M | 0.09% | 229 |
|
|
2019
Q4 | $151M | Buy |
2,381,236
+45,314
| +2% | +$2.88M | 0.08% | 225 |
|
|
2019
Q3 | $152M | Buy |
2,335,922
+42,234
| +2% | +$2.74M | 0.09% | 210 |
|
|
2019
Q2 | $136M | Buy |
2,293,688
+45,759
| +2% | +$2.72M | 0.08% | 232 |
|
|
2019
Q1 | $126M | Buy |
2,247,929
+86,130
| +4% | +$4.84M | 0.08% | 234 |
|
|
2018
Q4 | $107M | Buy |
2,161,799
+98,850
| +5% | +$4.87M | 0.08% | 224 |
|
|
2018
Q3 | $97.4M | Buy |
2,062,949
+105,371
| +5% | +$4.97M | 0.06% | 277 |
|
|
2018
Q2 | $89.4M | Buy |
1,957,578
+82,177
| +4% | +$3.75M | 0.07% | 280 |
|
|
2018
Q1 | $85.3M | Buy |
1,875,401
+39,138
| +2% | +$1.78M | 0.07% | 280 |
|
|
2017
Q4 | $88.3M | Buy |
1,836,263
+67,377
| +4% | +$3.24M | 0.07% | 266 |
|
|
2017
Q3 | $83.7M | Buy |
1,768,886
+29,317
| +2% | +$1.39M | 0.07% | 262 |
|
|
2017
Q2 | $79.8M | Buy |
1,739,569
+80,793
| +5% | +$3.71M | 0.08% | 261 |
|
|
2017
Q1 | $73.7M | Buy |
1,658,776
+99,382
| +6% | +$4.42M | 0.07% | 269 |
|
|
2016
Q4 | $63.5M | Sell |
1,559,394
-71,832
| -4% | -$2.92M | 0.07% | 280 |
|
|
2016
Q3 | $67.1M | Sell |
1,631,226
-237,427
| -13% | -$9.77M | 0.08% | 255 |
|
|
2016
Q2 | $83.7M | Sell |
1,868,653
-105,206
| -5% | -$4.71M | 0.1% | 189 |
|
|
2016
Q1 | $82.5M | Buy |
1,973,859
+221,279
| +13% | +$9.25M | 0.11% | 174 |
|
|
2015
Q4 | $62.9M | Buy |
1,752,580
+359,649
| +26% | +$12.9M | 0.08% | 232 |
|
|
2015
Q3 | $49.3M | Buy |
1,392,931
+18,928
| +1% | +$670K | 0.07% | 264 |
|
|
2015
Q2 | $44.2M | Buy |
1,374,003
+17,605
| +1% | +$567K | 0.06% | 308 |
|
|
2015
Q1 | $47.2M | Buy |
1,356,398
+75,808
| +6% | +$2.64M | 0.07% | 290 |
|
|
2014
Q4 | $46M | Buy |
1,280,590
+93,059
| +8% | +$3.34M | 0.07% | 280 |
|
|
2014
Q3 | $36.1M | Buy |
1,187,531
+29,940
| +3% | +$910K | 0.06% | 306 |
|
|
2014
Q2 | $37.3M | Buy |
1,157,591
+42,289
| +4% | +$1.36M | 0.06% | 291 |
|
|
2014
Q1 | $33.9M | Buy |
1,115,302
+24,430
| +2% | +$742K | 0.06% | 306 |
|
|
2013
Q4 | $30.5M | Buy |
1,090,872
+25,117
| +2% | +$702K | 0.06% | 317 |
|
|
2013
Q3 | $29.6M | Buy |
1,065,755
+28,116
| +3% | +$781K | 0.06% | 304 |
|
|
2013
Q2 | $29.1M | Buy |
+1,037,639
| New | +$29.1M | 0.07% | 289 |
|