Geneos 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 | $2.89M | Sell |
42,470
-20,414
| -32% | -$1.39M | 0.07% | 303 |
|
|
2025
Q1 | $4.69M | Buy |
62,884
+40,785
| +185% | +$3.04M | 0.07% | 314 |
|
|
2024
Q4 | $1.49M | Buy |
22,099
+290
| +1% | +$19.6K | 0.05% | 338 |
|
|
2024
Q3 | $1.42M | Buy |
21,809
+940
| +5% | +$61.4K | 0.05% | 336 |
|
|
2024
Q2 | $1.11M | Buy |
20,869
+185
| +0.9% | +$9.88K | 0.05% | 342 |
|
|
2024
Q1 | $1.11M | Buy |
20,684
+104
| +0.5% | +$5.59K | 0.05% | 332 |
|
|
2023
Q4 | $1.27M | Buy |
20,580
+182
| +0.9% | +$11.3K | 0.06% | 291 |
|
|
2023
Q3 | $1.17M | Buy |
20,398
+1,412
| +7% | +$80.8K | 0.06% | 293 |
|
|
2023
Q2 | $1.18M | Buy |
18,986
+16,235
| +590% | +$1.01M | 0.06% | 288 |
|
|
2023
Q1 | $186K | Sell |
2,751
-10,808
| -80% | -$729K | 0.01% | 669 |
|
|
2022
Q4 | $951K | Buy |
13,559
+82
| +0.6% | +$5.75K | 0.06% | 283 |
|
|
2022
Q3 | $862K | Sell |
13,477
-15,634
| -54% | -$1,000K | 0.06% | 277 |
|
|
2022
Q2 | $2.11M | Buy |
29,111
+8,636
| +42% | +$627K | 0.1% | 206 |
|
|
2022
Q1 | $1.48M | Sell |
20,475
-766
| -4% | -$55.3K | 0.06% | 268 |
|
|
2021
Q4 | $1.44M | Sell |
21,241
-868
| -4% | -$58.8K | 0.05% | 308 |
|
|
2021
Q3 | $1.38M | Buy |
22,109
+637
| +3% | +$39.8K | 0.05% | 311 |
|
|
2021
Q2 | $1.43M | Sell |
21,472
-737
| -3% | -$49.2K | 0.06% | 288 |
|
|
2021
Q1 | $1.58M | Sell |
22,209
-703
| -3% | -$50.1K | 0.04% | 324 |
|
|
2020
Q4 | $1.43M | Buy |
22,912
+393
| +2% | +$24.6K | 0.06% | 282 |
|
|
2020
Q3 | $1.54M | Sell |
22,519
-134
| -0.6% | -$9.18K | 0.08% | 235 |
|
|
2020
Q2 | $1.41M | Sell |
22,653
-1,342
| -6% | -$83.6K | 0.08% | 236 |
|
|
2020
Q1 | $1.41M | Buy |
23,995
+1,655
| +7% | +$97.3K | 0.09% | 216 |
|
|
2019
Q4 | $1.41M | Sell |
22,340
-566
| -2% | -$35.7K | 0.08% | 252 |
|
|
2019
Q3 | $1.5M | Sell |
22,906
-756
| -3% | -$49.4K | 0.09% | 220 |
|
|
2019
Q2 | $1.41M | Sell |
23,662
-2,675
| -10% | -$159K | 0.09% | 220 |
|
|
2019
Q1 | $1.48M | Sell |
26,337
-1,828
| -6% | -$103K | 0.1% | 211 |
|
|
2018
Q4 | $1.39M | Buy |
28,165
+26
| +0.1% | +$1.28K | 0.1% | 202 |
|
|
2018
Q3 | $1.33M | Buy |
28,139
+1,462
| +5% | +$69K | 0.09% | 221 |
|
|
2018
Q2 | $1.22M | Buy |
26,677
+974
| +4% | +$44.5K | 0.09% | 196 |
|
|
2018
Q1 | $1.17M | Sell |
25,703
-670
| -3% | -$30.4K | 0.1% | 192 |
|
|
2017
Q4 | $1.27M | Sell |
26,373
-1,216
| -4% | -$58.5K | 0.11% | 180 |
|
|
2017
Q3 | $1.31M | Buy |
27,589
+1,196
| +5% | +$56.6K | 0.13% | 165 |
|
|
2017
Q2 | $1.21M | Buy |
26,393
+674
| +3% | +$30.9K | 0.12% | 160 |
|
|
2017
Q1 | $1.14M | Buy |
25,719
+115
| +0.4% | +$5.11K | 0.12% | 160 |
|
|
2016
Q4 | $1.04M | Buy |
25,604
+557
| +2% | +$22.7K | 0.14% | 156 |
|
|
2016
Q3 | $1.03M | Buy |
25,047
+849
| +4% | +$34.9K | 0.14% | 159 |
|
|
2016
Q2 | $1.08M | Sell |
24,198
-3,044
| -11% | -$136K | 0.16% | 143 |
|
|
2016
Q1 | $1.14M | Buy |
+27,242
| New | +$1.14M | 0.17% | 134 |
|