Checchi Capital Advisers’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 | $439K | Buy |
6,453
+33
| +0.5% | +$2.25K | 0.02% | 360 |
|
|
2025
Q1 | $454K | Buy |
6,420
+574
| +10% | +$40.6K | 0.02% | 350 |
|
|
2024
Q4 | $395K | Buy |
5,846
+245
| +4% | +$16.5K | 0.02% | 372 |
|
|
2024
Q3 | $366K | Buy |
5,601
+190
| +4% | +$12.4K | 0.02% | 401 |
|
|
2024
Q2 | $289K | Sell |
5,411
-1,064
| -16% | -$56.8K | 0.01% | 442 |
|
|
2024
Q1 | $348K | Sell |
6,475
-432
| -6% | -$23.2K | 0.03% | 407 |
|
|
2023
Q4 | $428K | Sell |
6,907
-701
| -9% | -$43.4K | 0.03% | 339 |
|
|
2023
Q3 | $435K | Buy |
7,608
+149
| +2% | +$8.53K | 0.04% | 322 |
|
|
2023
Q2 | $464K | Sell |
7,459
-244
| -3% | -$15.2K | 0.04% | 305 |
|
|
2023
Q1 | $519K | Sell |
7,703
-41
| -0.5% | -$2.77K | 0.05% | 280 |
|
|
2022
Q4 | $543K | Sell |
7,744
-38
| -0.5% | -$2.66K | 0.06% | 254 |
|
|
2022
Q3 | $498K | Buy |
7,782
+100
| +1% | +$6.4K | 0.05% | 266 |
|
|
2022
Q2 | $562K | Buy |
7,682
+988
| +15% | +$72.3K | 0.05% | 263 |
|
|
2022
Q1 | $483K | Buy |
6,694
+348
| +5% | +$25.1K | 0.04% | 264 |
|
|
2021
Q4 | $430K | Sell |
6,346
-142
| -2% | -$9.62K | 0.04% | 289 |
|
|
2021
Q3 | $406K | Buy |
6,488
+83
| +1% | +$5.19K | 0.04% | 283 |
|
|
2021
Q2 | $422K | Buy |
6,405
+510
| +9% | +$33.6K | 0.04% | 276 |
|
|
2021
Q1 | $392K | Sell |
5,895
-140
| -2% | -$9.31K | 0.04% | 275 |
|
|
2020
Q4 | $402K | Sell |
6,035
-112
| -2% | -$7.46K | 0.04% | 262 |
|
|
2020
Q3 | $424K | Sell |
6,147
-567
| -8% | -$39.1K | 0.05% | 227 |
|
|
2020
Q2 | $420K | Buy |
6,714
+808
| +14% | +$50.5K | 0.05% | 223 |
|
|
2020
Q1 | $356K | Buy |
5,906
+197
| +3% | +$11.9K | 0.03% | 214 |
|
|
2019
Q4 | $362K | Sell |
5,709
-728
| -11% | -$46.2K | 0.05% | 253 |
|
|
2019
Q3 | $418K | Buy |
6,437
+728
| +13% | +$47.3K | 0.05% | 222 |
|
|
2019
Q2 | $340K | Sell |
5,709
-13
| -0.2% | -$774 | 0.04% | 265 |
|
|
2019
Q1 | $322K | Sell |
5,722
-93
| -2% | -$5.23K | 0.04% | 267 |
|
|
2018
Q4 | $287K | Sell |
5,815
-70
| -1% | -$3.46K | 0.04% | 260 |
|
|
2018
Q3 | $278K | Buy |
5,885
+231
| +4% | +$10.9K | 0.03% | 328 |
|
|
2018
Q2 | $258K | Buy |
5,654
+383
| +7% | +$17.5K | 0.03% | 326 |
|
|
2018
Q1 | $240K | Sell |
5,271
-47
| -0.9% | -$2.14K | 0.03% | 338 |
|
|
2017
Q4 | $256K | Buy |
5,318
+74
| +1% | +$3.56K | 0.03% | 324 |
|
|
2017
Q3 | $248K | Sell |
5,244
-265
| -5% | -$12.5K | 0.03% | 314 |
|
|
2017
Q2 | $253K | Sell |
5,509
-328
| -6% | -$15.1K | 0.03% | 308 |
|
|
2017
Q1 | $259K | Sell |
5,837
-550
| -9% | -$24.4K | 0.03% | 314 |
|
|
2016
Q4 | $260K | Buy |
6,387
+871
| +16% | +$35.5K | 0.04% | 295 |
|
|
2016
Q3 | $227K | Sell |
5,516
-574
| -9% | -$23.6K | 0.03% | 321 |
|
|
2016
Q2 | $273K | Sell |
6,090
-5
| -0.1% | -$224 | 0.03% | 248 |
|
|
2016
Q1 | $255K | Sell |
6,095
-76
| -1% | -$3.18K | 0.06% | 265 |
|
|
2015
Q4 | $222K | Buy |
+6,171
| New | +$222K | 0.06% | 297 |
|
|
2015
Q1 | – | Sell |
-5,671
| Closed | -$204K | – | 362 |
|
|
2014
Q4 | $204K | Buy |
+5,671
| New | +$204K | 0.08% | 290 |
|