CWS
Confluence Wealth Services’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,805
| Closed | -$201K | – | 364 |
|
|
2025
Q1 | $201K | Buy |
+2,805
| New | +$201K | 0.01% | 329 |
|
|
2023
Q3 | – | Sell |
-3,307
| Closed | -$206K | – | 274 |
|
|
2023
Q2 | $206K | Sell |
3,307
-24
| -0.7% | -$1.49K | 0.04% | 255 |
|
|
2023
Q1 | $225K | Buy |
3,331
+44
| +1% | +$2.97K | 0.05% | 244 |
|
|
2022
Q4 | $230K | Hold |
3,287
| – | – | 0.06% | 215 |
|
|
2022
Q3 | $210K | Hold |
3,287
| – | – | 0.09% | 209 |
|
|
2022
Q2 | $245K | Buy |
3,287
+482
| +17% | +$35.9K | 0.11% | 228 |
|
|
2022
Q1 | $202K | Hold |
2,805
| – | – | 0.07% | 242 |
|
|
2021
Q4 | $189K | Buy |
+2,805
| New | +$189K | 0.06% | 233 |
|