Clearstead Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $374K | Sell |
4,703
-1,583
| -25% | -$124K | ﹤0.01% | 793 |
|
|
2025
Q4 | $464K | Sell |
6,286
-921
| -13% | -$72.6K | 0.01% | 674 |
|
|
2025
Q3 | $581K | Sell |
7,207
-13
| -0.2% | -$940 | 0.01% | 588 |
|
|
2025
Q2 | $492K | Buy |
7,220
+2,005
| +38% | +$139K | 0.01% | 617 |
|
|
2025
Q1 | $369K | Buy |
5,215
+670
| +15% | +$45.6K | 0.01% | 653 |
|
|
2024
Q4 | $307K | Sell |
4,545
-178
| -4% | -$11.9K | ﹤0.01% | 716 |
|
|
2024
Q3 | $308K | Buy |
4,723
+126
| +3% | +$7.47K | ﹤0.01% | 718 |
|
|
2024
Q2 | $246K | Buy |
4,597
+3,958
| +619% | +$215K | ﹤0.01% | 749 |
|
|
2024
Q1 | $35.7K | Sell |
639
-578
| -47% | -$33K | ﹤0.01% | 841 |
|
|
2023
Q4 | $75.3K | Sell |
1,217
-1,250
| -51% | -$75K | ﹤0.01% | 646 |
|
|
2023
Q3 | $141K | Buy |
2,467
+1,089
| +79% | +$65.5K | ﹤0.01% | 651 |
|
|
2023
Q2 | $85.7K | Buy |
1,378
+535
| +63% | +$35.7K | 0.01% | 613 |
|
|
2023
Q1 | $56.9K | Sell |
843
-503
| -37% | -$33.9K | ﹤0.01% | 638 |
|
|
2022
Q4 | $94.4K | Buy |
1,346
+579
| +75% | +$38.5K | 0.01% | 513 |
|
|
2022
Q3 | $49K | Buy |
767
+113
| +17% | +$8.23K | ﹤0.01% | 613 |
|
|
2022
Q2 | $46K | Sell |
654
-2
| -0.3% | -$146 | ﹤0.01% | 641 |
|
|
2022
Q1 | $47K | Buy |
656
+2
| +0.3% | +$137 | ﹤0.01% | 694 |
|
|
2021
Q4 | $44K | Sell |
654
-113
| -15% | -$7.37K | ﹤0.01% | 678 |
|
|
2021
Q3 | $48K | Buy |
767
+93
| +14% | +$6.28K | ﹤0.01% | 620 |
|
|
2021
Q2 | $44K | Buy |
674
+20
| +3% | +$1.39K | ﹤0.01% | 581 |
|
|
2021
Q1 | $43K | Hold |
654
| – | – | ﹤0.01% | 568 |
|
|
2020
Q4 | $44K | Hold |
654
| – | – | ﹤0.01% | 525 |
|
|
2020
Q3 | $45K | Buy |
+654
| New | +$44.6K | ﹤0.01% | 485 |
|
Other funds holding XEL
VCM
VPM
