Commonwealth Equity Services’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
$17.1M Sell
251,558
-7,244
-3% -$493K 0.02% 638
2025
Q1
$18.3M Buy
258,802
+12,304
+5% +$871K 0.03% 598
2024
Q4
$16.6M Buy
246,498
+13,076
+6% +$883K 0.02% 605
2024
Q3
$15.2M Buy
233,422
+10,661
+5% +$696K 0.02% 631
2024
Q2
$11.9M Buy
222,761
+37,303
+20% +$1.99M 0.02% 728
2024
Q1
$9.97M Buy
185,458
+4,790
+3% +$257K 0.02% 787
2023
Q4
$11.2M Buy
180,668
+8,026
+5% +$497K 0.02% 686
2023
Q3
$9.88M Sell
172,642
-2,592
-1% -$148K 0.02% 678
2023
Q2
$10.9M Buy
175,234
+419
+0.2% +$26K 0.02% 644
2023
Q1
$11.8K Sell
174,815
-3,390
-2% -$229 0.02% 598
2022
Q4
$12.5M Buy
178,205
+14,648
+9% +$1.03M 0.03% 543
2022
Q3
$10.5M Buy
163,557
+4,069
+3% +$260K 0.03% 557
2022
Q2
$11.3M Buy
159,488
+7,342
+5% +$520K 0.03% 527
2022
Q1
$11M Sell
152,146
-3,092
-2% -$223K 0.03% 589
2021
Q4
$10.5M Buy
155,238
+6,640
+4% +$450K 0.02% 587
2021
Q3
$9.29M Sell
148,598
-309
-0.2% -$19.3K 0.02% 595
2021
Q2
$9.81M Buy
148,907
+4,837
+3% +$319K 0.02% 571
2021
Q1
$9.58M Buy
144,070
+6,933
+5% +$461K 0.03% 534
2020
Q4
$9.14M Sell
137,137
-5,822
-4% -$388K 0.03% 502
2020
Q3
$9.87M Sell
142,959
-77
-0.1% -$5.31K 0.03% 439
2020
Q2
$8.94M Sell
143,036
-7,068
-5% -$442K 0.03% 433
2020
Q1
$9.05M Sell
150,104
-6,048
-4% -$365K 0.04% 377
2019
Q4
$9.91M Buy
156,152
+14,682
+10% +$932K 0.04% 415
2019
Q3
$9.18M Buy
141,470
+700
+0.5% +$45.4K 0.04% 407
2019
Q2
$8.37M Buy
140,770
+5,091
+4% +$303K 0.04% 414
2019
Q1
$7.63M Sell
135,679
-1,690
-1% -$95K 0.04% 421
2018
Q4
$6.77M Buy
137,369
+7,094
+5% +$350K 0.04% 416
2018
Q3
$6.15M Buy
130,275
+4,957
+4% +$234K 0.03% 460
2018
Q2
$5.73M Buy
125,318
+2,280
+2% +$104K 0.03% 462
2018
Q1
$5.6M Sell
123,038
-2,522
-2% -$115K 0.03% 444
2017
Q4
$6.04M Buy
125,560
+3,493
+3% +$168K 0.03% 425
2017
Q3
$5.78M Buy
122,067
+2,395
+2% +$113K 0.03% 399
2017
Q2
$5.49M Buy
119,672
+1,999
+2% +$91.7K 0.03% 410
2017
Q1
$5.23M Buy
117,673
+2,220
+2% +$98.7K 0.04% 405
2016
Q4
$4.7M Buy
115,453
+3,918
+4% +$159K 0.03% 400
2016
Q3
$4.59M Sell
111,535
-2,209
-2% -$90.9K 0.04% 391
2016
Q2
$5.09M Buy
113,744
+3,315
+3% +$148K 0.04% 347
2016
Q1
$4.62M Buy
110,429
+3,177
+3% +$133K 0.04% 365
2015
Q4
$3.85M Buy
107,252
+2,974
+3% +$107K 0.04% 407
2015
Q3
$3.69M Sell
104,278
-44,571
-30% -$1.58M 0.04% 387
2015
Q2
$4.79M Buy
148,849
+5,091
+4% +$164K 0.05% 344
2015
Q1
$5M Buy
143,758
+37,221
+35% +$1.3M 0.05% 319
2014
Q4
$3.83M Buy
106,537
+2,045
+2% +$73.5K 0.04% 368
2014
Q3
$3.18M Sell
104,492
-32,608
-24% -$991K 0.04% 403
2014
Q2
$4.42M Buy
137,100
+11,095
+9% +$358K 0.05% 307
2014
Q1
$3.83M Buy
126,005
+28,745
+30% +$873K 0.05% 317
2013
Q4
$2.72M Buy
97,260
+7,396
+8% +$207K 0.04% 382
2013
Q3
$2.48M Buy
89,864
+13,012
+17% +$359K 0.04% 384
2013
Q2
$2.18M Buy
+76,852
New +$2.18M 0.04% 395