Concord Wealth Partners’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 | $323K | Hold |
4,745
| – | – | 0.05% | 168 |
|
|
2025
Q1 | $336K | Sell |
4,745
-600
| -11% | -$42.5K | 0.06% | 161 |
|
|
2024
Q4 | $361K | Hold |
5,345
| – | – | 0.06% | 160 |
|
|
2024
Q3 | $349K | Hold |
5,345
| – | – | 0.06% | 157 |
|
|
2024
Q2 | $285K | Hold |
5,345
| – | – | 0.05% | 166 |
|
|
2024
Q1 | $287K | Buy |
5,345
+150
| +3% | +$8.06K | 0.05% | 174 |
|
|
2023
Q4 | $322K | Hold |
5,195
| – | – | 0.06% | 155 |
|
|
2023
Q3 | $297K | Hold |
5,195
| – | – | 0.06% | 156 |
|
|
2023
Q2 | $323K | Hold |
5,195
| – | – | 0.07% | 144 |
|
|
2023
Q1 | $350K | Buy |
5,195
+1,544
| +42% | +$104K | 0.1% | 108 |
|
|
2022
Q4 | $256K | Buy |
+3,651
| New | +$256K | 0.08% | 139 |
|
|
2022
Q3 | – | Sell |
-658
| Closed | -$47K | – | 1178 |
|
|
2022
Q2 | $47K | Hold |
658
| – | – | 0.01% | 387 |
|
|
2022
Q1 | $47K | Buy |
658
+5
| +0.8% | +$357 | 0.01% | 456 |
|
|
2021
Q4 | $44K | Buy |
653
+53
| +9% | +$3.57K | 0.01% | 475 |
|
|
2021
Q3 | $38K | Hold |
600
| – | – | 0.02% | 266 |
|
|
2021
Q2 | $40K | Sell |
600
-7
| -1% | -$467 | 0.01% | 383 |
|
|
2021
Q1 | $40K | Hold |
607
| – | – | 0.01% | 372 |
|
|
2020
Q4 | $40K | Buy |
+607
| New | +$40K | 0.03% | 235 |
|