Gradient Investments’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 | $13.5M | Sell |
198,030
-3,017
| -2% | -$205K | 0.25% | 120 |
|
|
2025
Q1 | $14.2M | Sell |
201,047
-6,038
| -3% | -$427K | 0.29% | 105 |
|
|
2024
Q4 | $14M | Sell |
207,085
-22,984
| -10% | -$1.55M | 0.28% | 101 |
|
|
2024
Q3 | $15M | Sell |
230,069
-49,387
| -18% | -$3.22M | 0.31% | 96 |
|
|
2024
Q2 | $14.9M | Buy |
279,456
+279,379
| +362,830% | +$14.9M | 0.34% | 103 |
|
|
2024
Q1 | $4.14K | Sell |
77
-9,042
| -99% | -$486K | ﹤0.01% | 755 |
|
|
2023
Q4 | $565K | Sell |
9,119
-517
| -5% | -$32K | 0.01% | 231 |
|
|
2023
Q3 | $551K | Sell |
9,636
-176
| -2% | -$10.1K | 0.01% | 217 |
|
|
2023
Q2 | $610K | Sell |
9,812
-757
| -7% | -$47.1K | 0.02% | 202 |
|
|
2023
Q1 | $713K | Buy |
10,569
+36
| +0.3% | +$2.43K | 0.02% | 195 |
|
|
2022
Q4 | $738K | Buy |
10,533
+8,547
| +430% | +$599K | 0.02% | 200 |
|
|
2022
Q3 | $127K | Hold |
1,986
| – | – | ﹤0.01% | 328 |
|
|
2022
Q2 | $141K | Buy |
1,986
+834
| +72% | +$59.2K | ﹤0.01% | 329 |
|
|
2022
Q1 | $83K | Sell |
1,152
-67
| -5% | -$4.83K | ﹤0.01% | 397 |
|
|
2021
Q4 | $83K | Buy |
1,219
+67
| +6% | +$4.56K | ﹤0.01% | 395 |
|
|
2021
Q3 | $72K | Hold |
1,152
| – | – | ﹤0.01% | 420 |
|
|
2021
Q2 | $76K | Sell |
1,152
-367
| -24% | -$24.2K | ﹤0.01% | 414 |
|
|
2021
Q1 | $101K | Sell |
1,519
-93
| -6% | -$6.18K | ﹤0.01% | 362 |
|
|
2020
Q4 | $111K | Hold |
1,612
| – | – | ﹤0.01% | 306 |
|
|
2020
Q3 | $111K | Hold |
1,612
| – | – | ﹤0.01% | 306 |
|
|
2020
Q2 | $101K | Sell |
1,612
-21
| -1% | -$1.32K | ﹤0.01% | 300 |
|
|
2020
Q1 | $98K | Sell |
1,633
-156
| -9% | -$9.36K | 0.01% | 276 |
|
|
2019
Q4 | $114K | Buy |
1,789
+1,391
| +349% | +$88.6K | 0.01% | 303 |
|
|
2019
Q3 | $26K | Buy |
398
+166
| +72% | +$10.8K | ﹤0.01% | 488 |
|
|
2019
Q2 | $14K | Sell |
232
-150
| -39% | -$9.05K | ﹤0.01% | 583 |
|
|
2019
Q1 | $21K | Buy |
382
+149
| +64% | +$8.19K | ﹤0.01% | 445 |
|
|
2018
Q4 | $11K | Hold |
233
| – | – | ﹤0.01% | 567 |
|
|
2018
Q3 | $11K | Hold |
233
| – | – | ﹤0.01% | 621 |
|
|
2018
Q2 | $11K | Buy |
233
+156
| +203% | +$7.37K | ﹤0.01% | 602 |
|
|
2018
Q1 | $4K | Hold |
77
| – | – | ﹤0.01% | 758 |
|
|
2017
Q4 | $4K | Buy |
+77
| New | +$4K | ﹤0.01% | 735 |
|
|
2017
Q3 | – | Sell |
-84
| Closed | -$4K | – | 728 |
|
|
2017
Q2 | $4K | Sell |
84
-658
| -89% | -$31.3K | ﹤0.01% | 629 |
|
|
2017
Q1 | $33K | Buy |
742
+481
| +184% | +$21.4K | ﹤0.01% | 351 |
|
|
2016
Q4 | $11K | Hold |
261
| – | – | ﹤0.01% | 446 |
|
|
2016
Q3 | $11K | Buy |
261
+143
| +121% | +$6.03K | ﹤0.01% | 445 |
|
|
2016
Q2 | $5K | Sell |
118
-588
| -83% | -$24.9K | ﹤0.01% | 525 |
|
|
2016
Q1 | $30K | Sell |
706
-105,384
| -99% | -$4.48M | ﹤0.01% | 305 |
|
|
2015
Q4 | $3.81M | Buy |
106,090
+3,518
| +3% | +$126K | 0.51% | 38 |
|
|
2015
Q3 | $3.63M | Sell |
102,572
-9,773
| -9% | -$346K | 0.52% | 33 |
|
|
2015
Q2 | $3.62M | Buy |
112,345
+6,426
| +6% | +$207K | 0.5% | 57 |
|
|
2015
Q1 | $3.69M | Buy |
105,919
+5,104
| +5% | +$178K | 0.55% | 44 |
|
|
2014
Q4 | $3.62M | Buy |
100,815
+10,150
| +11% | +$365K | 0.6% | 30 |
|
|
2014
Q3 | $2.76M | Buy |
90,665
+9,978
| +12% | +$303K | 0.5% | 57 |
|
|
2014
Q2 | $2.6M | Buy |
80,687
+11,307
| +16% | +$364K | 0.51% | 52 |
|
|
2014
Q1 | $2.11M | Buy |
69,380
+7,175
| +12% | +$218K | 0.49% | 51 |
|
|
2013
Q4 | $1.74M | Buy |
62,205
+13,007
| +26% | +$363K | 0.46% | 65 |
|
|
2013
Q3 | $1.36M | Buy |
49,198
+9,543
| +24% | +$263K | 0.43% | 78 |
|
|
2013
Q2 | $1.12M | Buy |
+39,655
| New | +$1.12M | 0.42% | 71 |
|