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 |
|