GHP Investment 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 | $197K | Buy |
2,891
+14
| +0.5% | +$953 | 0.01% | 379 |
|
|
2025
Q1 | $204K | Sell |
2,877
-37
| -1% | -$2.62K | 0.01% | 374 |
|
|
2024
Q4 | $197K | Sell |
2,914
-579
| -17% | -$39.1K | 0.01% | 375 |
|
|
2024
Q3 | $228K | Sell |
3,493
-57
| -2% | -$3.72K | 0.01% | 374 |
|
|
2024
Q2 | $190K | Sell |
3,550
-1,259
| -26% | -$67.2K | 0.01% | 373 |
|
|
2024
Q1 | $258K | Buy |
4,809
+1,528
| +47% | +$82.1K | 0.01% | 356 |
|
|
2023
Q4 | $203K | Sell |
3,281
-502
| -13% | -$31.1K | 0.01% | 374 |
|
|
2023
Q3 | $223K | Buy |
3,783
+641
| +20% | +$37.7K | 0.01% | 361 |
|
|
2023
Q2 | $188K | Buy |
3,142
+32
| +1% | +$1.91K | 0.01% | 380 |
|
|
2023
Q1 | $210K | Sell |
3,110
-21
| -0.7% | -$1.42K | 0.01% | 365 |
|
|
2022
Q4 | $219K | Buy |
3,131
+788
| +34% | +$55.2K | 0.01% | 361 |
|
|
2022
Q3 | $150K | Sell |
2,343
-192
| -8% | -$12.3K | 0.01% | 382 |
|
|
2022
Q2 | $179K | Sell |
2,535
-14
| -0.5% | -$989 | 0.01% | 361 |
|
|
2022
Q1 | $184K | Buy |
+2,549
| New | +$184K | 0.01% | 369 |
|
|
2021
Q3 | – | Sell |
-3,050
| Closed | -$201K | – | 308 |
|
|
2021
Q2 | $201K | Buy |
3,050
+13
| +0.4% | +$857 | 0.02% | 294 |
|
|
2021
Q1 | $202K | Sell |
3,037
-146
| -5% | -$9.71K | 0.02% | 290 |
|
|
2020
Q4 | $212K | Sell |
3,183
-88
| -3% | -$5.86K | 0.02% | 273 |
|
|
2020
Q3 | $226K | Buy |
+3,271
| New | +$226K | 0.03% | 256 |
|
|
2020
Q1 | – | Sell |
-4,728
| Closed | -$300K | – | 303 |
|
|
2019
Q4 | $300K | Buy |
4,728
+13
| +0.3% | +$825 | 0.03% | 268 |
|
|
2019
Q3 | $306K | Sell |
4,715
-1,584
| -25% | -$103K | 0.04% | 264 |
|
|
2019
Q2 | $375K | Buy |
6,299
+15
| +0.2% | +$893 | 0.05% | 251 |
|
|
2019
Q1 | $353K | Buy |
+6,284
| New | +$353K | 0.05% | 260 |
|
|
2018
Q2 | – | Sell |
-4,536
| Closed | -$206K | – | 304 |
|
|
2018
Q1 | $206K | Buy |
4,536
+177
| +4% | +$8.04K | 0.03% | 289 |
|
|
2017
Q4 | $210K | Sell |
4,359
-373
| -8% | -$18K | 0.03% | 291 |
|
|
2017
Q3 | $224K | Sell |
4,732
-4,790
| -50% | -$227K | 0.03% | 277 |
|
|
2017
Q2 | $437K | Buy |
9,522
+3,351
| +54% | +$154K | 0.07% | 237 |
|
|
2017
Q1 | $274K | Buy |
6,171
+1,254
| +26% | +$55.7K | 0.05% | 261 |
|
|
2016
Q4 | $200K | Sell |
4,917
-175
| -3% | -$7.12K | 0.04% | 281 |
|
|
2016
Q3 | $209K | Buy |
5,092
+30
| +0.6% | +$1.23K | 0.04% | 269 |
|
|
2016
Q2 | $227K | Sell |
5,062
-334
| -6% | -$15K | 0.05% | 263 |
|
|
2016
Q1 | $226K | Buy |
+5,396
| New | +$226K | 0.05% | 259 |
|