Creative Financial Designs’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $68.2K | Buy |
859
+6
| +0.7% | +$471 | ﹤0.01% | 795 |
|
|
2025
Q4 | $63K | Buy |
853
+5
| +0.6% | +$394 | ﹤0.01% | 784 |
|
|
2025
Q3 | $68.4K | Buy |
848
+5
| +0.6% | +$362 | ﹤0.01% | 744 |
|
|
2025
Q2 | $57.4K | Buy |
843
+6
| +0.7% | +$416 | ﹤0.01% | 822 |
|
|
2025
Q1 | $59.3K | Buy |
837
+10
| +1% | +$681 | ﹤0.01% | 770 |
|
|
2024
Q4 | $55.8K | Buy |
827
+156
| +23% | +$10.5K | ﹤0.01% | 758 |
|
|
2024
Q3 | $43.8K | Sell |
671
-102
| -13% | -$6.05K | ﹤0.01% | 812 |
|
|
2024
Q2 | $41.3K | Buy |
773
+7
| +0.9% | +$381 | ﹤0.01% | 796 |
|
|
2024
Q1 | $41.2K | Buy |
766
+6
| +0.8% | +$343 | ﹤0.01% | 774 |
|
|
2023
Q4 | $47.1K | Buy |
760
+114
| +18% | +$6.84K | ﹤0.01% | 697 |
|
|
2023
Q3 | $37K | Buy |
646
+5
| +0.8% | +$301 | ﹤0.01% | 705 |
|
|
2023
Q2 | $39.9K | Buy |
641
+236
| +58% | +$15.8K | ﹤0.01% | 689 |
|
|
2023
Q1 | $27.3K | Buy |
405
+3
| +0.7% | +$202 | ﹤0.01% | 735 |
|
|
2022
Q4 | $28.2K | Buy |
402
+3
| +0.8% | +$200 | ﹤0.01% | 680 |
|
|
2022
Q3 | $26K | Buy |
399
+3
| +0.8% | +$218 | ﹤0.01% | 685 |
|
|
2022
Q2 | $28K | Sell |
396
-122
| -24% | -$8.88K | ﹤0.01% | 666 |
|
|
2022
Q1 | $37K | Buy |
518
+2
| +0.4% | +$137 | 0.01% | 624 |
|
|
2021
Q4 | $35K | Sell |
516
-30
| -5% | -$1.96K | 0.01% | 639 |
|
|
2021
Q3 | $34K | Buy |
546
+3
| +0.6% | +$203 | 0.01% | 713 |
|
|
2021
Q2 | $36K | Buy |
543
+17
| +3% | +$1.18K | 0.01% | 692 |
|
|
2021
Q1 | $35K | Buy |
526
+4
| +0.8% | +$253 | 0.01% | 649 |
|
|
2020
Q4 | $35K | Buy |
522
+3
| +0.6% | +$209 | 0.01% | 589 |
|
|
2020
Q3 | $36K | Buy |
519
+3
| +0.6% | +$205 | 0.01% | 535 |
|
|
2020
Q2 | $32K | Buy |
+516
| New | +$32.5K | 0.01% | 500 |
|
|
2019
Q4 | – | Sell |
-23
| Closed | -$1K | – | 661 |
|
|
2019
Q3 | $1K | Buy |
+23
| New | +$1.43K | ﹤0.01% | 610 |
|
|
2018
Q4 | – | Sell |
-357
| Closed | -$17K | – | 773 |
|
|
2018
Q3 | $17K | Sell |
357
-48
| -12% | -$2.27K | 0.01% | 363 |
|
|
2018
Q2 | $18K | Buy |
405
+4
| +1% | +$179 | 0.01% | 382 |
|
|
2018
Q1 | $18K | Buy |
401
+251
| +167% | +$11.2K | 0.01% | 345 |
|
|
2017
Q4 | $7K | Buy |
+150
| New | +$7.44K | ﹤0.01% | 466 |
|
Other funds holding XEL
VCM
VPM
