EP Wealth Advisors’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7M | Buy |
347,699
+337,546
| +3,325% | +$23M | 0.16% | 109 |
|
|
2025
Q1 | $719K | Buy |
10,153
+2,127
| +27% | +$151K | 0.01% | 588 |
|
|
2024
Q4 | $542K | Sell |
8,026
-740
| -8% | -$50K | ﹤0.01% | 668 |
|
|
2024
Q3 | $572K | Sell |
8,766
-3,558
| -29% | -$232K | ﹤0.01% | 645 |
|
|
2024
Q2 | $658K | Sell |
12,324
-153
| -1% | -$8.17K | 0.01% | 476 |
|
|
2024
Q1 | $671K | Buy |
12,477
+1,224
| +11% | +$65.8K | 0.01% | 450 |
|
|
2023
Q4 | $697K | Buy |
11,253
+4,208
| +60% | +$261K | 0.01% | 433 |
|
|
2023
Q3 | $403K | Buy |
7,045
+6,156
| +692% | +$352K | 0.01% | 500 |
|
|
2023
Q2 | $442K | Sell |
889
-21,653
| -96% | -$10.8M | 0.01% | 493 |
|
|
2023
Q1 | $1.72M | Buy |
22,542
+14,419
| +178% | +$1.1M | 0.03% | 236 |
|
|
2022
Q4 | $570K | Buy |
+8,123
| New | +$570K | 0.01% | 357 |
|
|
2022
Q3 | – | Sell |
-7,170
| Closed | -$507K | – | 656 |
|
|
2022
Q2 | $507K | Buy |
7,170
+132
| +2% | +$9.33K | 0.01% | 367 |
|
|
2022
Q1 | $508K | Buy |
7,038
+1,366
| +24% | +$98.6K | 0.01% | 382 |
|
|
2021
Q4 | $384K | Buy |
5,672
+9
| +0.2% | +$609 | 0.01% | 414 |
|
|
2021
Q3 | $354K | Hold |
5,663
| – | – | 0.01% | 399 |
|
|
2021
Q2 | $373K | Buy |
5,663
+8
| +0.1% | +$527 | 0.01% | 396 |
|
|
2021
Q1 | $376K | Buy |
5,655
+20
| +0.4% | +$1.33K | 0.01% | 368 |
|
|
2020
Q4 | $376K | Buy |
5,635
+8
| +0.1% | +$534 | 0.01% | 313 |
|
|
2020
Q3 | $388K | Hold |
5,627
| – | – | 0.02% | 259 |
|
|
2020
Q2 | $352K | Hold |
5,627
| – | – | 0.02% | 290 |
|
|
2020
Q1 | $339K | Buy |
+5,627
| New | +$339K | 0.02% | 302 |
|
|
2019
Q4 | – | Sell |
-3,439
| Closed | -$223K | – | 438 |
|
|
2019
Q3 | $223K | Hold |
3,439
| – | – | 0.01% | 328 |
|
|
2019
Q2 | $205K | Buy |
+3,439
| New | +$205K | 0.01% | 297 |
|