FSB Premier Wealth Management’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 | $259K | Hold |
3,798
| – | – | 0.09% | 190 |
|
|
2025
Q1 | $269K | Sell |
3,798
-73
| -2% | -$5.17K | 0.1% | 180 |
|
|
2024
Q4 | $261K | Sell |
3,871
-37
| -0.9% | -$2.5K | 0.1% | 181 |
|
|
2024
Q3 | $255K | Sell |
3,908
-394
| -9% | -$25.7K | 0.1% | 179 |
|
|
2024
Q2 | $230K | Sell |
4,302
-760
| -15% | -$40.6K | 0.1% | 165 |
|
|
2024
Q1 | $272K | Sell |
5,062
-171
| -3% | -$9.19K | 0.13% | 147 |
|
|
2023
Q4 | $324K | Sell |
5,233
-411
| -7% | -$25.4K | 0.16% | 119 |
|
|
2023
Q3 | $323K | Buy |
5,644
+50
| +0.9% | +$2.86K | 0.18% | 107 |
|
|
2023
Q2 | $348K | Sell |
5,594
-77
| -1% | -$4.79K | 0.19% | 102 |
|
|
2023
Q1 | $382K | Hold |
5,671
| – | – | 0.21% | 94 |
|
|
2022
Q4 | $398K | Sell |
5,671
-416
| -7% | -$29.2K | 0.22% | 92 |
|
|
2022
Q3 | $389K | Sell |
6,087
-89
| -1% | -$5.69K | 0.23% | 86 |
|
|
2022
Q2 | $437K | Buy |
6,176
+139
| +2% | +$9.84K | 0.24% | 83 |
|
|
2022
Q1 | $452K | Sell |
6,037
-280
| -4% | -$21K | 0.23% | 87 |
|
|
2021
Q4 | $427K | Sell |
6,317
-966
| -13% | -$65.3K | 0.18% | 91 |
|
|
2021
Q3 | $455K | Sell |
7,283
-1,223
| -14% | -$76.4K | 0.23% | 74 |
|
|
2021
Q2 | $560K | Sell |
8,506
-984
| -10% | -$64.8K | 0.29% | 60 |
|
|
2021
Q1 | $631K | Buy |
9,490
+4,700
| +98% | +$313K | 0.34% | 59 |
|
|
2020
Q4 | $319K | Buy |
+4,790
| New | +$319K | 0.17% | 82 |
|