Duncker Streett & 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
$6.81K Hold
100
﹤0.01% 448
2025
Q1
$7.08K Hold
100
﹤0.01% 438
2024
Q4
$6.75K Hold
100
﹤0.01% 465
2024
Q3
$6.53K Hold
100
﹤0.01% 427
2024
Q2
$5.34K Hold
100
﹤0.01% 434
2024
Q1
$5.38K Hold
100
﹤0.01% 433
2023
Q4
$6.19K Hold
100
﹤0.01% 428
2023
Q3
$5.72K Hold
100
﹤0.01% 430
2023
Q2
$6.22K Sell
100
-100
-50% -$6.22K ﹤0.01% 425
2023
Q1
$13.5K Sell
200
-100
-33% -$6.74K ﹤0.01% 384
2022
Q4
$21K Hold
300
0.01% 362
2022
Q3
$19K Hold
300
﹤0.01% 360
2022
Q2
$21K Hold
300
0.01% 365
2022
Q1
$22K Hold
300
﹤0.01% 374
2021
Q4
$20K Hold
300
﹤0.01% 414
2021
Q3
$19K Hold
300
﹤0.01% 408
2021
Q2
$20K Hold
300
﹤0.01% 411
2021
Q1
$20K Hold
300
﹤0.01% 404
2020
Q4
$20K Hold
300
﹤0.01% 408
2020
Q3
$21K Hold
300
﹤0.01% 383
2020
Q2
$19K Hold
300
﹤0.01% 393
2020
Q1
$18K Hold
300
﹤0.01% 397
2019
Q4
$19K Buy
+300
New +$19K ﹤0.01% 429
2019
Q3
Sell
-300
Closed -$18K 514
2019
Q2
$18K Hold
300
﹤0.01% 451
2019
Q1
$17K Hold
300
﹤0.01% 461
2018
Q4
$15K Hold
300
﹤0.01% 464
2018
Q3
$14K Hold
300
﹤0.01% 494
2018
Q2
$14K Hold
300
﹤0.01% 497
2018
Q1
$14K Sell
300
-1,007
-77% -$47K ﹤0.01% 490
2017
Q4
$63K Buy
1,307
+7
+0.5% +$337 0.02% 375
2017
Q3
$62K Hold
1,300
0.02% 364
2017
Q2
$60K Sell
1,300
-21
-2% -$969 0.02% 368
2017
Q1
$59K Hold
1,321
0.02% 384
2016
Q4
$54K Hold
1,321
0.02% 381
2016
Q3
$54K Hold
1,321
0.02% 358
2016
Q2
$59K Hold
1,321
0.02% 341
2016
Q1
$55K Hold
1,321
0.02% 346
2015
Q4
$47K Hold
1,321
0.02% 365
2015
Q3
$47K Hold
1,321
0.02% 371
2015
Q2
$43K Hold
1,321
0.02% 390
2015
Q1
$46K Sell
1,321
-180
-12% -$6.27K 0.02% 394
2014
Q4
$54K Hold
1,501
0.02% 370
2014
Q3
$46K Hold
1,501
0.02% 390
2014
Q2
$48K Hold
1,501
0.02% 389
2014
Q1
$46K Hold
1,501
0.02% 381
2013
Q4
$42K Buy
1,501
+21
+1% +$588 0.02% 378
2013
Q3
$41K Hold
1,480
0.02% 365
2013
Q2
$42K Buy
+1,480
New +$42K 0.02% 363