Financial Management Professionals’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 | $9.68K | Buy |
141
+2
| +1% | +$137 | ﹤0.01% | 549 |
|
|
2025
Q1 | $9.84K | Buy |
139
+15
| +12% | +$1.06K | ﹤0.01% | 531 |
|
|
2024
Q4 | $8.37K | Hold |
124
| – | – | ﹤0.01% | 536 |
|
|
2024
Q3 | $8K | Hold |
124
| – | – | ﹤0.01% | 571 |
|
|
2024
Q2 | $7K | Buy |
124
+5
| +4% | +$282 | ﹤0.01% | 549 |
|
|
2024
Q1 | $6K | Sell |
119
-1,029
| -90% | -$51.9K | ﹤0.01% | 633 |
|
|
2023
Q4 | $71K | Buy |
1,148
+3
| +0.3% | +$186 | 0.01% | 222 |
|
|
2023
Q3 | $66K | Sell |
1,145
-45
| -4% | -$2.59K | 0.01% | 220 |
|
|
2023
Q2 | $74K | Sell |
1,190
-40
| -3% | -$2.49K | 0.01% | 224 |
|
|
2023
Q1 | $83K | Buy |
1,230
+65
| +6% | +$4.39K | 0.02% | 223 |
|
|
2022
Q4 | $82K | Hold |
1,165
| – | – | 0.02% | 179 |
|
|
2022
Q3 | $75K | Hold |
1,165
| – | – | 0.02% | 182 |
|
|
2022
Q2 | $82K | Buy |
1,165
+29
| +3% | +$2.04K | 0.02% | 177 |
|
|
2022
Q1 | $82K | Buy |
1,136
+16
| +1% | +$1.16K | 0.02% | 184 |
|
|
2021
Q4 | $76K | Hold |
1,120
| – | – | 0.02% | 210 |
|
|
2021
Q3 | $70K | Hold |
1,120
| – | – | 0.02% | 216 |
|
|
2021
Q2 | $74K | Buy |
1,120
+4
| +0.4% | +$264 | 0.02% | 190 |
|
|
2021
Q1 | $74K | Sell |
1,116
-39
| -3% | -$2.59K | 0.02% | 180 |
|
|
2020
Q4 | $77K | Hold |
1,155
| – | – | 0.02% | 157 |
|
|
2020
Q3 | $80K | Buy |
1,155
+17
| +1% | +$1.18K | 0.03% | 134 |
|
|
2020
Q2 | $71K | Buy |
1,138
+93
| +9% | +$5.8K | 0.02% | 147 |
|
|
2020
Q1 | $63K | Hold |
1,045
| – | – | 0.03% | 77 |
|
|
2019
Q4 | $66K | Hold |
1,045
| – | – | 0.02% | 86 |
|
|
2019
Q3 | $68K | Hold |
1,045
| – | – | 0.03% | 85 |
|
|
2019
Q2 | $62K | Hold |
1,045
| – | – | 0.02% | 87 |
|
|
2019
Q1 | $59K | Sell |
1,045
-44
| -4% | -$2.48K | 0.02% | 86 |
|
|
2018
Q4 | $54K | Hold |
1,089
| – | – | 0.03% | 82 |
|
|
2018
Q3 | $51K | Hold |
1,089
| – | – | 0.02% | 88 |
|
|
2018
Q2 | $50K | Buy |
1,089
+1,000
| +1,124% | +$45.9K | 0.02% | 94 |
|
|
2018
Q1 | $4K | Sell |
89
-44
| -33% | -$1.98K | ﹤0.01% | 226 |
|
|
2017
Q4 | $6K | Hold |
133
| – | – | ﹤0.01% | 168 |
|
|
2017
Q3 | $6K | Hold |
133
| – | – | ﹤0.01% | 170 |
|
|
2017
Q2 | $6K | Hold |
133
| – | – | ﹤0.01% | 188 |
|
|
2017
Q1 | $5K | Hold |
133
| – | – | ﹤0.01% | 220 |
|
|
2016
Q4 | $5K | Hold |
133
| – | – | ﹤0.01% | 207 |
|
|
2016
Q3 | $5K | Hold |
133
| – | – | ﹤0.01% | 227 |
|
|
2016
Q2 | $5K | Buy |
133
+45
| +51% | +$1.69K | ﹤0.01% | 314 |
|
|
2016
Q1 | $4K | Hold |
88
| – | – | ﹤0.01% | 203 |
|
|
2015
Q4 | $3K | Hold |
88
| – | – | ﹤0.01% | 206 |
|
|
2015
Q3 | $3K | Hold |
88
| – | – | ﹤0.01% | 225 |
|
|
2015
Q2 | $2K | Hold |
88
| – | – | ﹤0.01% | 241 |
|
|
2015
Q1 | $3K | Hold |
88
| – | – | ﹤0.01% | 243 |
|
|
2014
Q4 | $3K | Hold |
88
| – | – | ﹤0.01% | 261 |
|
|
2014
Q3 | $2K | Hold |
88
| – | – | ﹤0.01% | 230 |
|
|
2014
Q2 | $2K | Buy |
+88
| New | +$2K | ﹤0.01% | 230 |
|