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CWA Asset Management Group’s Xcel Energy XEL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.03M Buy
15,121
+2,545
+20% +$173K 0.04% 321
2025
Q1
$890K Buy
12,576
+1,850
+17% +$131K 0.04% 320
2024
Q4
$724K Buy
10,726
+1,004
+10% +$67.8K 0.04% 318
2024
Q3
$635K Buy
+9,722
New +$635K 0.03% 323
2024
Q1
$656K Buy
12,208
+5,746
+89% +$309K 0.04% 281
2023
Q4
$400K Buy
6,462
+63
+1% +$3.9K 0.03% 278
2023
Q3
$366K Buy
6,399
+1,672
+35% +$95.7K 0.03% 259
2023
Q2
$294K Sell
4,727
-123
-3% -$7.65K 0.02% 286
2023
Q1
$327K Buy
4,850
+88
+2% +$5.94K 0.02% 249
2022
Q4
$334K Buy
4,762
+166
+4% +$11.6K 0.03% 249
2022
Q3
$294K Buy
4,596
+2
+0% +$128 0.03% 233
2022
Q2
$325K Buy
4,594
+15
+0.3% +$1.06K 0.03% 223
2022
Q1
$330K Buy
4,579
+83
+2% +$5.98K 0.03% 228
2021
Q4
$304K Sell
4,496
-334
-7% -$22.6K 0.02% 227
2021
Q3
$302K Buy
4,830
+364
+8% +$22.8K 0.02% 222
2021
Q2
$299K Sell
4,466
-100
-2% -$6.7K 0.02% 220
2021
Q1
$304K Sell
4,566
-9
-0.2% -$599 0.03% 213
2020
Q4
$305K Buy
4,575
+9
+0.2% +$600 0.03% 204
2020
Q3
$315K Sell
4,566
-190
-4% -$13.1K 0.04% 169
2020
Q2
$297K Sell
4,756
-418
-8% -$26.1K 0.05% 159
2020
Q1
$312K Sell
5,174
-605
-10% -$36.5K 0.06% 156
2019
Q4
$367K Buy
+5,779
New +$367K 0.06% 164