D.A. Davidson & Co’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
$1.9M Buy
27,869
+678
+2% +$46.2K 0.01% 625
2025
Q1
$1.92M Buy
27,191
+314
+1% +$22.2K 0.02% 576
2024
Q4
$1.81M Sell
26,877
-5,052
-16% -$341K 0.01% 598
2024
Q3
$2.09M Sell
31,929
-377
-1% -$24.6K 0.02% 540
2024
Q2
$1.73M Buy
32,306
+3,040
+10% +$162K 0.02% 562
2024
Q1
$1.57M Sell
29,266
-607
-2% -$32.6K 0.01% 593
2023
Q4
$1.85M Buy
29,873
+88
+0.3% +$5.45K 0.02% 524
2023
Q3
$1.7M Buy
29,785
+1,300
+5% +$74.4K 0.02% 516
2023
Q2
$1.77M Buy
28,485
+3,448
+14% +$214K 0.02% 518
2023
Q1
$1.68M Buy
25,037
+2,433
+11% +$164K 0.02% 505
2022
Q4
$1.59M Buy
22,604
+1,527
+7% +$108K 0.02% 504
2022
Q3
$1.36M Sell
21,077
-252
-1% -$16.3K 0.02% 500
2022
Q2
$1.51M Sell
21,329
-786
-4% -$55.6K 0.02% 492
2022
Q1
$1.6M Buy
22,115
+248
+1% +$17.9K 0.02% 515
2021
Q4
$1.49M Sell
21,867
-1,247
-5% -$84.7K 0.02% 537
2021
Q3
$1.45M Sell
23,114
-3,505
-13% -$219K 0.02% 526
2021
Q2
$1.75M Buy
26,619
+1,851
+7% +$122K 0.02% 469
2021
Q1
$1.65M Buy
24,768
+2,943
+13% +$196K 0.02% 446
2020
Q4
$1.45M Buy
21,825
+10,511
+93% +$696K 0.02% 417
2020
Q3
$781K Sell
11,314
-3,568
-24% -$246K 0.01% 515
2020
Q2
$930K Sell
14,882
-4,458
-23% -$279K 0.02% 458
2020
Q1
$1.17M Buy
19,340
+996
+5% +$60K 0.02% 416
2019
Q4
$1.17M Buy
18,344
+4,997
+37% +$317K 0.02% 461
2019
Q3
$866K Buy
13,347
+2,463
+23% +$160K 0.02% 516
2019
Q2
$647K Buy
10,884
+1,911
+21% +$114K 0.01% 574
2019
Q1
$492K Buy
8,973
+696
+8% +$38.2K 0.01% 701
2018
Q4
$408K Buy
8,277
+625
+8% +$30.8K 0.01% 710
2018
Q3
$361K Sell
7,652
-239
-3% -$11.3K 0.01% 838
2018
Q2
$360K Buy
7,891
+2,275
+41% +$104K 0.01% 818
2018
Q1
$255K Sell
5,616
-883
-14% -$40.1K 0.01% 909
2017
Q4
$313K Buy
6,499
+557
+9% +$26.8K 0.01% 831
2017
Q3
$281K Sell
5,942
-26
-0.4% -$1.23K 0.01% 866
2017
Q2
$273K Sell
5,968
-1,727
-22% -$79K 0.01% 827
2017
Q1
$342K Sell
7,695
-838
-10% -$37.2K 0.01% 735
2016
Q4
$347K Sell
8,533
-284
-3% -$11.5K 0.01% 781
2016
Q3
$362K Buy
8,817
+6,369
+260% +$261K 0.01% 737
2016
Q2
$109K Buy
2,448
+3
+0.1% +$134 ﹤0.01% 1082
2016
Q1
$102K Buy
2,445
+103
+4% +$4.3K ﹤0.01% 1121
2015
Q4
$84K Buy
2,342
+4
+0.2% +$143 ﹤0.01% 1197
2015
Q3
$82K Sell
2,338
-137
-6% -$4.81K ﹤0.01% 1180
2015
Q2
$79K Buy
2,475
+903
+57% +$28.8K ﹤0.01% 1246
2015
Q1
$54K Sell
1,572
-2,997
-66% -$103K ﹤0.01% 1406
2014
Q4
$163K Buy
4,569
+2,854
+166% +$102K 0.01% 947
2014
Q3
$51K Buy
1,715
+403
+31% +$12K ﹤0.01% 1403
2014
Q2
$42K Buy
1,312
+3
+0.2% +$96 ﹤0.01% 1464
2014
Q1
$38K Buy
1,309
+238
+22% +$6.91K ﹤0.01% 1492
2013
Q4
$29K Buy
1,071
+342
+47% +$9.26K ﹤0.01% 1463
2013
Q3
$19K Buy
729
+108
+17% +$2.82K ﹤0.01% 1357
2013
Q2
$16K Buy
+621
New +$16K ﹤0.01% 1352