Global Retirement Partners’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 | $448K | Buy |
+6,583
| New | +$448K | 0.01% | 759 |
|
|
2024
Q4 | $266K | Buy |
3,943
+283
| +8% | +$19.1K | 0.01% | 844 |
|
|
2024
Q3 | $239K | Sell |
3,660
-2,007
| -35% | -$131K | 0.01% | 854 |
|
|
2024
Q2 | $303K | Buy |
5,667
+1,377
| +32% | +$73.5K | 0.01% | 738 |
|
|
2024
Q1 | $231K | Buy |
4,290
+510
| +13% | +$27.4K | 0.01% | 743 |
|
|
2023
Q4 | $230K | Sell |
3,780
-6,707
| -64% | -$409K | 0.01% | 699 |
|
|
2023
Q3 | $594K | Sell |
10,487
-2,490
| -19% | -$141K | 0.03% | 398 |
|
|
2023
Q2 | $807K | Buy |
12,977
+198
| +2% | +$12.3K | 0.04% | 349 |
|
|
2023
Q1 | $875K | Sell |
12,779
-414
| -3% | -$28.4K | 0.05% | 326 |
|
|
2022
Q4 | $925K | Buy |
13,193
+1,154
| +10% | +$80.9K | 0.06% | 267 |
|
|
2022
Q3 | $784K | Buy |
12,039
+106
| +0.9% | +$6.9K | 0.06% | 285 |
|
|
2022
Q2 | $844K | Sell |
11,933
-26
| -0.2% | -$1.84K | 0.07% | 267 |
|
|
2022
Q1 | $912K | Buy |
+11,959
| New | +$912K | 0.07% | 253 |
|
|
2021
Q4 | – | Sell |
-627
| Closed | -$39K | – | 1838 |
|
|
2021
Q3 | $39K | Sell |
627
-40
| -6% | -$2.49K | ﹤0.01% | 938 |
|
|
2021
Q2 | $44K | Buy |
667
+334
| +100% | +$22K | ﹤0.01% | 912 |
|
|
2021
Q1 | $22K | Sell |
333
-3,448
| -91% | -$228K | ﹤0.01% | 1083 |
|
|
2020
Q4 | $252K | Buy |
3,781
+142
| +4% | +$9.46K | 0.03% | 353 |
|
|
2020
Q3 | $251K | Sell |
3,639
-22
| -0.6% | -$1.52K | 0.04% | 328 |
|
|
2020
Q2 | $229K | Sell |
3,661
-910
| -20% | -$56.9K | 0.04% | 333 |
|
|
2020
Q1 | $276K | Sell |
4,571
-1,777
| -28% | -$107K | 0.05% | 270 |
|
|
2019
Q4 | $403K | Sell |
6,348
-8,666
| -58% | -$550K | 0.06% | 264 |
|
|
2019
Q3 | $974K | Buy |
15,014
+8,421
| +128% | +$546K | 0.16% | 139 |
|
|
2019
Q2 | $392K | Buy |
6,593
+170
| +3% | +$10.1K | 0.08% | 223 |
|
|
2019
Q1 | $361K | Sell |
6,423
-531
| -8% | -$29.8K | 0.09% | 201 |
|
|
2018
Q4 | $343K | Buy |
6,954
+6,586
| +1,790% | +$325K | 0.09% | 213 |
|
|
2018
Q3 | $17K | Buy |
368
+144
| +64% | +$6.65K | ﹤0.01% | 883 |
|
|
2018
Q2 | $10K | Sell |
224
-532
| -70% | -$23.8K | ﹤0.01% | 1008 |
|
|
2018
Q1 | $34K | Buy |
756
+554
| +274% | +$24.9K | 0.01% | 624 |
|
|
2017
Q4 | $10K | Buy |
202
+106
| +110% | +$5.25K | ﹤0.01% | 926 |
|
|
2017
Q3 | $5K | Hold |
96
| – | – | ﹤0.01% | 1022 |
|
|
2017
Q2 | $4K | Sell |
96
-44
| -31% | -$1.83K | ﹤0.01% | 997 |
|
|
2017
Q1 | $6K | Hold |
140
| – | – | ﹤0.01% | 889 |
|
|
2016
Q4 | $6K | Buy |
+140
| New | +$6K | ﹤0.01% | 825 |
|