CWM
Cranbrook Wealth Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198K | Sell |
2,905
-45
| -2% | -$3.07K | 0.04% | 119 |
|
|
2025
Q1 | $209K | Buy |
2,950
+45
| +2% | +$3.19K | 0.05% | 107 |
|
|
2024
Q4 | $196K | Hold |
2,905
| – | – | 0.05% | 108 |
|
|
2024
Q3 | $190K | Hold |
2,905
| – | – | 0.04% | 114 |
|
|
2024
Q2 | $155K | Hold |
2,905
| – | – | 0.04% | 120 |
|
|
2024
Q1 | $156K | Hold |
2,905
| – | – | 0.04% | 101 |
|
|
2023
Q4 | $180K | Hold |
2,905
| – | – | 0.05% | 97 |
|
|
2023
Q3 | $166K | Hold |
2,905
| – | – | 0.05% | 93 |
|
|
2023
Q2 | $181K | Hold |
2,905
| – | – | 0.05% | 94 |
|
|
2023
Q1 | $196K | Hold |
2,905
| – | – | 0.06% | 88 |
|
|
2022
Q4 | $204K | Hold |
2,905
| – | – | 0.06% | 91 |
|
|
2022
Q3 | $186K | Hold |
2,905
| – | – | 0.05% | 99 |
|
|
2022
Q2 | $206K | Hold |
2,905
| – | – | 0.05% | 95 |
|
|
2022
Q1 | $210K | Hold |
2,905
| – | – | 0.05% | 102 |
|
|
2021
Q4 | $197K | Hold |
2,905
| – | – | 0.04% | 103 |
|
|
2021
Q3 | $182K | Hold |
2,905
| – | – | 0.04% | 106 |
|
|
2021
Q2 | $191K | Hold |
2,905
| – | – | 0.04% | 102 |
|
|
2021
Q1 | $193K | Hold |
2,905
| – | – | 0.05% | 101 |
|
|
2020
Q4 | $194K | Hold |
2,905
| – | – | 0.05% | 94 |
|
|
2020
Q3 | $200K | Hold |
2,905
| – | – | 0.06% | 87 |
|
|
2020
Q2 | $182K | Hold |
2,905
| – | – | 0.05% | 87 |
|
|
2020
Q1 | $175K | Hold |
2,905
| – | – | 0.06% | 82 |
|
|
2019
Q4 | $184K | Buy |
+2,905
| New | +$184K | 0.05% | 87 |
|