Creative Planning’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 | $20.5M | Sell |
301,159
-6,442
| -2% | -$439K | 0.02% | 332 |
|
|
2025
Q1 | $21.8M | Buy |
307,601
+9,148
| +3% | +$648K | 0.02% | 302 |
|
|
2024
Q4 | $20.2M | Buy |
298,453
+11,698
| +4% | +$790K | 0.02% | 297 |
|
|
2024
Q3 | $18.7M | Buy |
286,755
+4,136
| +1% | +$270K | 0.02% | 296 |
|
|
2024
Q2 | $15.1M | Buy |
282,619
+151,843
| +116% | +$8.11M | 0.02% | 314 |
|
|
2024
Q1 | $7.03M | Buy |
130,776
+1,965
| +2% | +$106K | 0.01% | 509 |
|
|
2023
Q4 | $7.98M | Sell |
128,811
-38,650
| -23% | -$2.39M | 0.01% | 434 |
|
|
2023
Q3 | $9.58M | Buy |
167,461
+23,063
| +16% | +$1.32M | 0.01% | 366 |
|
|
2023
Q2 | $8.98M | Buy |
144,398
+11,776
| +9% | +$732K | 0.01% | 375 |
|
|
2023
Q1 | $8.94M | Buy |
132,622
+2,356
| +2% | +$159K | 0.01% | 364 |
|
|
2022
Q4 | $9.13M | Buy |
130,266
+5,133
| +4% | +$360K | 0.01% | 346 |
|
|
2022
Q3 | $8.01M | Sell |
125,133
-470
| -0.4% | -$30.1K | 0.01% | 344 |
|
|
2022
Q2 | $8.89M | Sell |
125,603
-6,702
| -5% | -$474K | 0.01% | 336 |
|
|
2022
Q1 | $9.55M | Buy |
132,305
+15,215
| +13% | +$1.1M | 0.01% | 326 |
|
|
2021
Q4 | $7.93M | Sell |
117,090
-3,934
| -3% | -$266K | 0.01% | 328 |
|
|
2021
Q3 | $7.56M | Buy |
121,024
+1,378
| +1% | +$86.1K | 0.01% | 319 |
|
|
2021
Q2 | $7.88M | Buy |
119,646
+22,274
| +23% | +$1.47M | 0.01% | 306 |
|
|
2021
Q1 | $6.48M | Sell |
97,372
-1,835
| -2% | -$122K | 0.01% | 350 |
|
|
2020
Q4 | $6.61M | Buy |
99,207
+3,087
| +3% | +$206K | 0.01% | 319 |
|
|
2020
Q3 | $6.63M | Buy |
96,120
+2,785
| +3% | +$192K | 0.02% | 270 |
|
|
2020
Q2 | $5.83M | Buy |
93,335
+452
| +0.5% | +$28.2K | 0.02% | 261 |
|
|
2020
Q1 | $5.6M | Buy |
92,883
+2,390
| +3% | +$144K | 0.02% | 242 |
|
|
2019
Q4 | $5.75M | Sell |
90,493
-2,723
| -3% | -$173K | 0.02% | 270 |
|
|
2019
Q3 | $6.05M | Sell |
93,216
-6,647
| -7% | -$431K | 0.02% | 254 |
|
|
2019
Q2 | $5.94M | Buy |
99,863
+2,510
| +3% | +$149K | 0.02% | 255 |
|
|
2019
Q1 | $5.47M | Buy |
97,353
+1,063
| +1% | +$59.7K | 0.02% | 258 |
|
|
2018
Q4 | $4.74M | Sell |
96,290
-11,792
| -11% | -$581K | 0.02% | 255 |
|
|
2018
Q3 | $5.1M | Buy |
108,082
+7,543
| +8% | +$356K | 0.02% | 265 |
|
|
2018
Q2 | $4.59M | Sell |
100,539
-359
| -0.4% | -$16.4K | 0.02% | 267 |
|
|
2018
Q1 | $4.59M | Sell |
100,898
-3,546
| -3% | -$161K | 0.02% | 264 |
|
|
2017
Q4 | $5.03M | Buy |
104,444
+5,601
| +6% | +$269K | 0.02% | 243 |
|
|
2017
Q3 | $4.68M | Sell |
98,843
-6,247
| -6% | -$296K | 0.02% | 254 |
|
|
2017
Q2 | $4.82M | Buy |
105,090
+4,588
| +5% | +$211K | 0.02% | 220 |
|
|
2017
Q1 | $4.47M | Buy |
100,502
+5,089
| +5% | +$226K | 0.02% | 222 |
|
|
2016
Q4 | $3.88M | Buy |
95,413
+9,316
| +11% | +$379K | 0.02% | 254 |
|
|
2016
Q3 | $3.54M | Buy |
86,097
+2,688
| +3% | +$111K | 0.02% | 252 |
|
|
2016
Q2 | $3.74M | Buy |
83,409
+1,529
| +2% | +$68.5K | 0.03% | 209 |
|
|
2016
Q1 | $3.42M | Buy |
81,880
+6,629
| +9% | +$277K | 0.03% | 210 |
|
|
2015
Q4 | $2.7M | Sell |
75,251
-1,619
| -2% | -$58.1K | 0.02% | 248 |
|
|
2015
Q3 | $2.72M | Buy |
76,870
+3,181
| +4% | +$113K | 0.02% | 243 |
|
|
2015
Q2 | $2.37M | Buy |
73,689
+22,426
| +44% | +$722K | 0.02% | 258 |
|
|
2015
Q1 | $1.78M | Sell |
51,263
-2,499
| -5% | -$87K | 0.02% | 306 |
|
|
2014
Q4 | $1.93M | Buy |
53,762
+6,712
| +14% | +$241K | 0.02% | 283 |
|
|
2014
Q3 | $1.43M | Buy |
47,050
+1,317
| +3% | +$40K | 0.02% | 312 |
|
|
2014
Q2 | $1.47M | Buy |
45,733
+3,874
| +9% | +$125K | 0.02% | 290 |
|
|
2014
Q1 | $1.27M | Buy |
41,859
+4,505
| +12% | +$137K | 0.02% | 302 |
|
|
2013
Q4 | $1.04M | Buy |
37,354
+3,184
| +9% | +$89K | 0.02% | 292 |
|
|
2013
Q3 | $943K | Buy |
34,170
+2,766
| +9% | +$76.3K | 0.02% | 275 |
|
|
2013
Q2 | $890K | Buy |
+31,404
| New | +$890K | 0.02% | 258 |
|