First Heartland Consultants’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,290
| Closed | -$222K | – | 488 |
|
|
2024
Q4 | $222K | Hold |
3,290
| – | – | 0.02% | 410 |
|
|
2024
Q3 | $215K | Buy |
+3,290
| New | +$215K | 0.02% | 421 |
|
|
2024
Q1 | – | Sell |
-3,697
| Closed | -$229K | – | 441 |
|
|
2023
Q4 | $229K | Hold |
3,697
| – | – | 0.03% | 334 |
|
|
2023
Q3 | $212K | Hold |
3,697
| – | – | 0.03% | 355 |
|
|
2023
Q2 | $230K | Hold |
3,697
| – | – | 0.03% | 335 |
|
|
2023
Q1 | $249K | Sell |
3,697
-974
| -21% | -$65.7K | 0.04% | 309 |
|
|
2022
Q4 | $327K | Sell |
4,671
-150
| -3% | -$10.5K | 0.05% | 268 |
|
|
2022
Q3 | $308 | Buy |
4,821
+150
| +3% | +$10 | 0.03% | 252 |
|
|
2022
Q2 | $330K | Hold |
4,671
| – | – | 0.05% | 247 |
|
|
2022
Q1 | $337K | Sell |
4,671
-1,026
| -18% | -$74K | 0.05% | 239 |
|
|
2021
Q4 | $385 | Buy |
+5,697
| New | +$385 | 0.01% | 237 |
|
|
2020
Q3 | – | Sell |
-4,130
| Closed | -$258K | – | 317 |
|
|
2020
Q2 | $258K | Sell |
4,130
-363
| -8% | -$22.7K | 0.05% | 230 |
|
|
2020
Q1 | $271K | Sell |
4,493
-580
| -11% | -$35K | 0.07% | 203 |
|
|
2019
Q4 | $322K | Sell |
5,073
-97
| -2% | -$6.16K | 0.06% | 222 |
|
|
2019
Q3 | $335K | Buy |
5,170
+1
| +0% | +$65 | 0.07% | 216 |
|
|
2019
Q2 | $308K | Buy |
5,169
+897
| +21% | +$53.4K | 0.07% | 210 |
|
|
2019
Q1 | $240K | Buy |
+4,272
| New | +$240K | 0.07% | 236 |
|