First Horizon 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 | $428K | Buy |
6,290
+292
| +5% | +$19.9K | 0.01% | 378 |
|
|
2025
Q1 | $425K | Buy |
5,998
+183
| +3% | +$13K | 0.01% | 364 |
|
|
2024
Q4 | $393K | Sell |
5,815
-117
| -2% | -$7.9K | 0.01% | 375 |
|
|
2024
Q3 | $387K | Buy |
5,932
+17
| +0.3% | +$1.11K | 0.01% | 390 |
|
|
2024
Q2 | $316K | Buy |
5,915
+333
| +6% | +$17.8K | 0.01% | 419 |
|
|
2024
Q1 | $300K | Buy |
5,582
+509
| +10% | +$27.4K | 0.01% | 432 |
|
|
2023
Q4 | $314K | Buy |
5,073
+334
| +7% | +$20.7K | 0.01% | 403 |
|
|
2023
Q3 | $271K | Buy |
4,739
+280
| +6% | +$16K | 0.01% | 409 |
|
|
2023
Q2 | $277K | Hold |
4,459
| – | – | 0.01% | 424 |
|
|
2023
Q1 | $301K | Sell |
4,459
-53
| -1% | -$3.57K | 0.01% | 396 |
|
|
2022
Q4 | $316K | Sell |
4,512
-7
| -0.2% | -$491 | 0.01% | 379 |
|
|
2022
Q3 | $288K | Sell |
4,519
-100
| -2% | -$6.37K | 0.01% | 383 |
|
|
2022
Q2 | $326K | Buy |
4,619
+262
| +6% | +$18.5K | 0.01% | 384 |
|
|
2022
Q1 | $314K | Sell |
4,357
-70
| -2% | -$5.05K | 0.02% | 326 |
|
|
2021
Q4 | $299K | Sell |
4,427
-158
| -3% | -$10.7K | 0.01% | 435 |
|
|
2021
Q3 | $287K | Buy |
4,585
+4,328
| +1,684% | +$271K | 0.01% | 439 |
|
|
2021
Q2 | $17K | Hold |
257
| – | – | ﹤0.01% | 1176 |
|
|
2021
Q1 | $17K | Buy |
257
+49
| +24% | +$3.24K | ﹤0.01% | 1136 |
|
|
2020
Q4 | $14K | Hold |
208
| – | – | ﹤0.01% | 987 |
|
|
2020
Q3 | $14K | Buy |
208
+114
| +121% | +$7.67K | ﹤0.01% | 940 |
|
|
2020
Q2 | $6K | Hold |
94
| – | – | ﹤0.01% | 1151 |
|
|
2020
Q1 | $6K | Hold |
94
| – | – | ﹤0.01% | 1091 |
|
|
2019
Q4 | $6K | Hold |
94
| – | – | ﹤0.01% | 1241 |
|
|
2019
Q3 | $6K | Hold |
94
| – | – | ﹤0.01% | 1220 |
|
|
2019
Q2 | $6K | Sell |
94
-142
| -60% | -$9.06K | ﹤0.01% | 1244 |
|
|
2019
Q1 | $12K | Buy |
236
+95
| +67% | +$4.83K | ﹤0.01% | 1006 |
|
|
2018
Q4 | $6K | Buy |
141
+1
| +0.7% | +$43 | ﹤0.01% | 1198 |
|
|
2018
Q3 | $6K | Buy |
+140
| New | +$6K | ﹤0.01% | 1272 |
|
|
2017
Q4 | – | Sell |
-228
| Closed | -$10K | – | 1490 |
|
|
2017
Q3 | $10K | Hold |
228
| – | – | ﹤0.01% | 1012 |
|
|
2017
Q2 | $11K | Hold |
228
| – | – | ﹤0.01% | 958 |
|
|
2017
Q1 | $10K | Sell |
228
-311
| -58% | -$13.6K | ﹤0.01% | 1025 |
|
|
2016
Q4 | $20K | Hold |
539
| – | – | ﹤0.01% | 800 |
|
|
2016
Q3 | $20K | Buy |
539
+153
| +40% | +$5.68K | ﹤0.01% | 793 |
|
|
2016
Q2 | $17K | Sell |
386
-3,760
| -91% | -$166K | ﹤0.01% | 813 |
|
|
2016
Q1 | $172K | Buy |
4,146
+108
| +3% | +$4.48K | 0.02% | 340 |
|
|
2015
Q4 | $144K | Sell |
4,038
-17
| -0.4% | -$606 | 0.03% | 309 |
|
|
2015
Q3 | $143K | Hold |
4,055
| – | – | 0.02% | 336 |
|
|
2015
Q2 | $130K | Hold |
4,055
| – | – | 0.02% | 373 |
|
|
2015
Q1 | $141K | Hold |
4,055
| – | – | 0.02% | 365 |
|
|
2014
Q4 | $145K | Sell |
4,055
-60
| -1% | -$2.15K | 0.02% | 368 |
|
|
2014
Q3 | $124K | Buy |
4,115
+141
| +4% | +$4.25K | 0.02% | 375 |
|
|
2014
Q2 | $127K | Sell |
3,974
-330
| -8% | -$10.5K | 0.02% | 392 |
|
|
2014
Q1 | $130K | Sell |
4,304
-330
| -7% | -$9.97K | 0.02% | 370 |
|
|
2013
Q4 | $129K | Sell |
4,634
-297
| -6% | -$8.27K | 0.02% | 360 |
|
|
2013
Q3 | $136K | Buy |
4,931
+4,629
| +1,533% | +$128K | 0.02% | 335 |
|
|
2013
Q2 | $9K | Buy |
+302
| New | +$9K | ﹤0.01% | 551 |
|