Focused Wealth Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-50
| Closed | -$3.1K | – | 986 |
|
|
2023
Q4 | $3.1K | Hold |
50
| – | – | ﹤0.01% | 724 |
|
|
2023
Q3 | $2.86K | Hold |
50
| – | – | ﹤0.01% | 728 |
|
|
2023
Q2 | $3.11K | Sell |
50
-831
| -94% | -$55.5K | ﹤0.01% | 749 |
|
|
2023
Q1 | $59.4K | Buy |
881
+831
| +1,662% | +$56.1K | 0.01% | 283 |
|
|
2022
Q4 | $3.51K | Hold |
50
| – | – | ﹤0.01% | 719 |
|
|
2022
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 730 |
|
|
2022
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 673 |
|
|
2022
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 726 |
|
|
2021
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 777 |
|
|
2021
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 784 |
|
|
2021
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 801 |
|
|
2021
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 789 |
|
|
2020
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 719 |
|
|
2020
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 685 |
|
|
2020
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 659 |
|
|
2020
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 595 |
|
|
2019
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 629 |
|
|
2019
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 620 |
|
|
2019
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 650 |
|
|
2019
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 607 |
|
|
2018
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 625 |
|
|
2018
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 592 |
|
|
2018
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 587 |
|
|
2018
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 632 |
|
|
2017
Q4 | $2K | Sell |
50
-50
| -50% | -$2.48K | ﹤0.01% | 620 |
|
|
2017
Q3 | $5K | Buy |
100
+50
| +100% | +$2.4K | ﹤0.01% | 520 |
|
|
2017
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 643 |
|
|
2017
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 628 |
|
|
2016
Q4 | $2K | Sell |
50
-3,500
| -99% | -$140K | ﹤0.01% | 623 |
|
|
2016
Q3 | $146K | Buy |
3,550
+3,500
| +7,000% | +$150K | 0.06% | 181 |
|
|
2016
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 600 |
|
|
2016
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 574 |
|
|
2015
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 597 |
|
|
2015
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 605 |
|
|
2015
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 593 |
|
|
2015
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 614 |
|
|
2014
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 600 |
|
|
2014
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 615 |
|
|
2014
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 613 |
|
|
2014
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 576 |
|
|
2013
Q4 | $1K | Sell |
50
-50
| -50% | -$1.41K | ﹤0.01% | 599 |
|
|
2013
Q3 | $3K | Buy |
+100
| New | +$2.86K | ﹤0.01% | 501 |
|
Other funds holding XEL
