EWM
Empirical Wealth Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Buy |
27,900
+2,910
| +12% | +$198K | 0.04% | 238 |
|
|
2025
Q1 | $1.77M | Buy |
+24,990
| New | +$1.77M | 0.05% | 225 |
|
|
2021
Q4 | – | Sell |
-5,535
| Closed | -$346K | – | 536 |
|
|
2021
Q3 | $346K | Sell |
5,535
-654
| -11% | -$40.9K | 0.02% | 359 |
|
|
2021
Q2 | $408K | Sell |
6,189
-375
| -6% | -$24.7K | 0.02% | 327 |
|
|
2021
Q1 | $437K | Sell |
6,564
-2,980
| -31% | -$198K | 0.04% | 268 |
|
|
2020
Q4 | $636K | Sell |
9,544
-2,902
| -23% | -$193K | 0.05% | 212 |
|
|
2020
Q3 | $859K | Sell |
12,446
-4,907
| -28% | -$339K | 0.07% | 152 |
|
|
2020
Q2 | $1.09M | Buy |
17,353
+1,416
| +9% | +$88.5K | 0.1% | 123 |
|
|
2020
Q1 | $961K | Buy |
15,937
+6,799
| +74% | +$410K | 0.11% | 117 |
|
|
2019
Q4 | $580K | Buy |
9,138
+1,635
| +22% | +$104K | 0.06% | 173 |
|
|
2019
Q3 | $487K | Buy |
7,503
+1,025
| +16% | +$66.5K | 0.06% | 175 |
|
|
2019
Q2 | $385K | Sell |
6,478
-97
| -1% | -$5.77K | 0.05% | 177 |
|
|
2019
Q1 | $370K | Buy |
6,575
+792
| +14% | +$44.6K | 0.05% | 165 |
|
|
2018
Q4 | $285K | Hold |
5,783
| – | – | 0.05% | 162 |
|
|
2018
Q3 | $273K | Hold |
5,783
| – | – | 0.05% | 169 |
|
|
2018
Q2 | $264K | Buy |
5,783
+646
| +13% | +$29.5K | 0.05% | 160 |
|
|
2018
Q1 | $234K | Hold |
5,137
| – | – | 0.05% | 152 |
|
|
2017
Q4 | $247K | Buy |
5,137
+180
| +4% | +$8.66K | 0.05% | 133 |
|
|
2017
Q3 | $235K | Hold |
4,957
| – | – | 0.05% | 123 |
|
|
2017
Q2 | $227K | Buy |
+4,957
| New | +$227K | 0.06% | 120 |
|