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 |
|