CWM
Chronos Wealth Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $783K | Hold |
11,491
| – | – | 0.41% | 24 |
|
|
2025
Q1 | $813K | Hold |
11,491
| – | – | 0.44% | 24 |
|
|
2024
Q4 | $776K | Hold |
11,491
| – | – | 0.4% | 26 |
|
|
2024
Q3 | $750K | Hold |
11,491
| – | – | 0.39% | 26 |
|
|
2024
Q2 | $614K | Hold |
11,491
| – | – | 0.34% | 27 |
|
|
2024
Q1 | $618K | Hold |
11,491
| – | – | 0.36% | 27 |
|
|
2023
Q4 | $711K | Hold |
11,491
| – | – | 0.45% | 26 |
|
|
2023
Q3 | $658K | Hold |
11,491
| – | – | 0.46% | 26 |
|
|
2023
Q2 | $714K | Hold |
11,491
| – | – | 0.49% | 25 |
|
|
2023
Q1 | $775K | Hold |
11,491
| – | – | 0.58% | 25 |
|
|
2022
Q4 | $806K | Hold |
11,491
| – | – | 0.64% | 23 |
|
|
2022
Q3 | $735K | Hold |
11,491
| – | – | 0.61% | 25 |
|
|
2022
Q2 | $813K | Hold |
11,491
| – | – | 0.61% | 25 |
|
|
2022
Q1 | $829K | Hold |
11,491
| – | – | 0.53% | 26 |
|
|
2021
Q4 | $778K | Hold |
11,491
| – | – | 0.47% | 28 |
|
|
2021
Q3 | $718K | Hold |
11,491
| – | – | 0.49% | 28 |
|
|
2021
Q2 | $757K | Hold |
11,491
| – | – | 0.52% | 29 |
|
|
2021
Q1 | $764K | Hold |
11,491
| – | – | 0.58% | 30 |
|
|
2020
Q4 | $766K | Hold |
11,491
| – | – | 0.63% | 26 |
|
|
2020
Q3 | $793K | Hold |
11,491
| – | – | 0.71% | 26 |
|
|
2020
Q2 | $718K | Hold |
11,491
| – | – | 0.69% | 27 |
|
|
2020
Q1 | $693K | Hold |
11,491
| – | – | 0.8% | 25 |
|
|
2019
Q4 | $730K | Buy |
+11,491
| New | +$730K | 0.72% | 26 |
|