Clearstead Advisors’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 | $492K | Buy |
7,220
+2,005
| +38% | +$137K | 0.01% | 615 |
|
|
2025
Q1 | $369K | Buy |
5,215
+670
| +15% | +$47.4K | 0.01% | 651 |
|
|
2024
Q4 | $307K | Sell |
4,545
-178
| -4% | -$12K | ﹤0.01% | 715 |
|
|
2024
Q3 | $308K | Buy |
4,723
+126
| +3% | +$8.23K | ﹤0.01% | 717 |
|
|
2024
Q2 | $246K | Buy |
4,597
+3,958
| +619% | +$211K | ﹤0.01% | 749 |
|
|
2024
Q1 | $35.7K | Sell |
639
-578
| -47% | -$32.3K | ﹤0.01% | 840 |
|
|
2023
Q4 | $75.3K | Sell |
1,217
-1,250
| -51% | -$77.4K | ﹤0.01% | 644 |
|
|
2023
Q3 | $141K | Buy |
2,467
+1,089
| +79% | +$62.3K | ﹤0.01% | 650 |
|
|
2023
Q2 | $85.7K | Buy |
1,378
+535
| +63% | +$33.3K | 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% | +$40.6K | 0.01% | 512 |
|
|
2022
Q3 | $49K | Buy |
767
+113
| +17% | +$7.22K | ﹤0.01% | 611 |
|
|
2022
Q2 | $46K | Sell |
654
-2
| -0.3% | -$141 | ﹤0.01% | 639 |
|
|
2022
Q1 | $47K | Buy |
656
+2
| +0.3% | +$143 | ﹤0.01% | 692 |
|
|
2021
Q4 | $44K | Sell |
654
-113
| -15% | -$7.6K | ﹤0.01% | 674 |
|
|
2021
Q3 | $48K | Buy |
767
+93
| +14% | +$5.82K | ﹤0.01% | 617 |
|
|
2021
Q2 | $44K | Buy |
674
+20
| +3% | +$1.31K | ﹤0.01% | 580 |
|
|
2021
Q1 | $43K | Hold |
654
| – | – | ﹤0.01% | 567 |
|
|
2020
Q4 | $44K | Hold |
654
| – | – | ﹤0.01% | 525 |
|
|
2020
Q3 | $45K | Buy |
+654
| New | +$45K | ﹤0.01% | 485 |
|