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 |
|