FDx Advisors’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 | $223K | Sell |
3,269
-122
| -4% | -$8.32K | 0.07% | 165 |
|
|
2025
Q1 | $240K | Sell |
3,391
-68
| -2% | -$4.81K | 0.08% | 152 |
|
|
2024
Q4 | $234K | Sell |
3,459
-293
| -8% | -$19.8K | 0.07% | 163 |
|
|
2024
Q3 | $245K | Buy |
+3,752
| New | +$245K | 0.07% | 178 |
|
|
2024
Q1 | – | Sell |
-4,251
| Closed | -$263K | – | 653 |
|
|
2023
Q4 | $263K | Sell |
4,251
-815
| -16% | -$50.4K | 0.02% | 565 |
|
|
2023
Q3 | $290K | Sell |
5,066
-4,165
| -45% | -$238K | 0.02% | 484 |
|
|
2023
Q2 | $574K | Buy |
9,231
+4,037
| +78% | +$251K | 0.03% | 413 |
|
|
2023
Q1 | $364K | Hold |
5,194
| – | – | 0.02% | 495 |
|
|
2022
Q4 | $364K | Buy |
5,194
+816
| +19% | +$57.2K | 0.02% | 495 |
|
|
2022
Q3 | $280K | Sell |
4,378
-1,104
| -20% | -$70.6K | 0.01% | 574 |
|
|
2022
Q2 | $388K | Sell |
5,482
-5,875
| -52% | -$416K | 0.01% | 547 |
|
|
2022
Q1 | $820K | Buy |
11,357
+6,332
| +126% | +$457K | 0.03% | 372 |
|
|
2021
Q4 | $340K | Buy |
5,025
+682
| +16% | +$46.1K | 0.01% | 661 |
|
|
2021
Q3 | $271K | Buy |
4,343
+336
| +8% | +$21K | 0.01% | 699 |
|
|
2021
Q2 | $264K | Buy |
+4,007
| New | +$264K | 0.01% | 700 |
|
|
2021
Q1 | – | Sell |
-5,864
| Closed | -$391K | – | 806 |
|
|
2020
Q4 | $391K | Buy |
5,864
+1,161
| +25% | +$77.4K | 0.02% | 501 |
|
|
2020
Q3 | $325K | Buy |
4,703
+988
| +27% | +$68.3K | 0.02% | 468 |
|
|
2020
Q2 | $232K | Sell |
3,715
-1,916
| -34% | -$120K | 0.01% | 505 |
|
|
2020
Q1 | $340K | Sell |
5,631
-791
| -12% | -$47.8K | 0.02% | 362 |
|
|
2019
Q4 | $408K | Sell |
6,422
-149
| -2% | -$9.47K | 0.02% | 402 |
|
|
2019
Q3 | $426K | Sell |
6,571
-1,823
| -22% | -$118K | 0.03% | 382 |
|
|
2019
Q2 | $499K | Sell |
8,394
-1,289
| -13% | -$76.6K | 0.02% | 488 |
|
|
2019
Q1 | $544K | Buy |
9,683
+3,861
| +66% | +$217K | 0.02% | 449 |
|
|
2018
Q4 | $287K | Sell |
5,822
-4,445
| -43% | -$219K | 0.02% | 427 |
|
|
2018
Q3 | $485K | Sell |
10,267
-1,380
| -12% | -$65.2K | 0.02% | 528 |
|
|
2018
Q2 | $532K | Buy |
11,647
+714
| +7% | +$32.6K | 0.02% | 523 |
|
|
2018
Q1 | $497K | Sell |
10,933
-1,009
| -8% | -$45.9K | 0.01% | 766 |
|
|
2017
Q4 | $575K | Buy |
11,942
+949
| +9% | +$45.7K | 0.02% | 748 |
|
|
2017
Q3 | $520K | Buy |
10,993
+4,422
| +67% | +$209K | 0.01% | 791 |
|
|
2017
Q2 | $301K | Sell |
6,571
-32
| -0.5% | -$1.47K | 0.01% | 978 |
|
|
2017
Q1 | $294K | Buy |
6,603
+1,086
| +20% | +$48.4K | 0.01% | 977 |
|
|
2016
Q4 | $225K | Buy |
+5,517
| New | +$225K | 0.01% | 1046 |
|
|
2016
Q3 | – | Sell |
-7,372
| Closed | -$330K | – | 954 |
|
|
2016
Q2 | $330K | Buy |
7,372
+453
| +7% | +$20.3K | 0.01% | 723 |
|
|
2016
Q1 | $289K | Buy |
+6,919
| New | +$289K | 0.01% | 753 |
|
|
2014
Q1 | – | Sell |
-8,921
| Closed | -$252K | – | 792 |
|
|
2013
Q4 | $252K | Sell |
8,921
-382
| -4% | -$10.8K | 0.03% | 581 |
|
|
2013
Q3 | $257K | Sell |
9,303
-481
| -5% | -$13.3K | 0.03% | 497 |
|
|
2013
Q2 | $277K | Buy |
+9,784
| New | +$277K | 0.04% | 404 |
|