EverSource Wealth Advisors’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $781K | Buy |
11,475
+1,363
| +13% | +$92.8K | 0.04% | 333 |
|
|
2025
Q1 | $716K | Buy |
10,112
+870
| +9% | +$61.6K | 0.04% | 310 |
|
|
2024
Q4 | $624K | Buy |
9,242
+160
| +2% | +$10.8K | 0.04% | 324 |
|
|
2024
Q3 | $593K | Buy |
9,082
+95
| +1% | +$6.2K | 0.04% | 297 |
|
|
2024
Q2 | $524K | Buy |
8,987
+2,748
| +44% | +$160K | 0.03% | 302 |
|
|
2024
Q1 | $335K | Buy |
6,239
+4
| +0.1% | +$215 | 0.03% | 354 |
|
|
2023
Q4 | $386K | Buy |
6,235
+5,602
| +885% | +$347K | 0.04% | 288 |
|
|
2023
Q3 | $36.2K | Buy |
633
+35
| +6% | +$2K | ﹤0.01% | 932 |
|
|
2023
Q2 | $37.2K | Sell |
598
-170
| -22% | -$10.6K | ﹤0.01% | 948 |
|
|
2023
Q1 | $51.8K | Sell |
768
-178
| -19% | -$12K | 0.01% | 785 |
|
|
2022
Q4 | $66.3K | Buy |
946
+206
| +28% | +$14.4K | 0.01% | 638 |
|
|
2022
Q3 | $48K | Buy |
740
+250
| +51% | +$16.2K | 0.01% | 652 |
|
|
2022
Q2 | $35K | Sell |
490
-77
| -14% | -$5.5K | 0.01% | 692 |
|
|
2022
Q1 | $41K | Buy |
567
+239
| +73% | +$17.3K | 0.01% | 504 |
|
|
2021
Q4 | $22K | Buy |
+328
| New | +$22K | 0.01% | 648 |
|