HBK Sorce Advisory’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 | $393K | Buy |
5,778
+40
| +0.7% | +$2.72K | 0.01% | 388 |
|
|
2025
Q1 | $406K | Sell |
5,738
-165
| -3% | -$11.7K | 0.01% | 376 |
|
|
2024
Q4 | $399K | Buy |
5,903
+1,344
| +29% | +$90.7K | 0.01% | 387 |
|
|
2024
Q3 | $298K | Sell |
4,559
-425
| -9% | -$27.8K | 0.01% | 453 |
|
|
2024
Q2 | $266K | Buy |
+4,984
| New | +$266K | 0.01% | 469 |
|
|
2023
Q1 | – | Sell |
-4,326
| Closed | -$303K | – | 829 |
|
|
2022
Q4 | $303K | Buy |
+4,326
| New | +$303K | 0.01% | 559 |
|
|
2021
Q1 | – | Sell |
-6,598
| Closed | -$440K | – | 560 |
|
|
2020
Q4 | $440K | Sell |
6,598
-137
| -2% | -$9.14K | 0.03% | 298 |
|
|
2020
Q3 | $465K | Buy |
6,735
+338
| +5% | +$23.3K | 0.03% | 273 |
|
|
2020
Q2 | $400K | Hold |
6,397
| – | – | 0.03% | 286 |
|
|
2020
Q1 | $386K | Buy |
6,397
+106
| +2% | +$6.4K | 0.04% | 252 |
|
|
2019
Q4 | $399K | Sell |
6,291
-1,958
| -24% | -$124K | 0.03% | 304 |
|
|
2019
Q3 | $535K | Sell |
8,249
-739
| -8% | -$47.9K | 0.05% | 243 |
|
|
2019
Q2 | $535K | Buy |
8,988
+656
| +8% | +$39K | 0.05% | 236 |
|
|
2019
Q1 | $468K | Buy |
8,332
+779
| +10% | +$43.8K | 0.05% | 256 |
|
|
2018
Q4 | $372K | Sell |
7,553
-1,011
| -12% | -$49.8K | 0.04% | 261 |
|
|
2018
Q3 | $404K | Buy |
8,564
+7
| +0.1% | +$330 | 0.05% | 252 |
|
|
2018
Q2 | $391K | Hold |
8,557
| – | – | 0.05% | 266 |
|
|
2018
Q1 | $389K | Buy |
8,557
+158
| +2% | +$7.18K | 0.05% | 249 |
|
|
2017
Q4 | $404K | Hold |
8,399
| – | – | 0.05% | 254 |
|
|
2017
Q3 | $397K | Sell |
8,399
-565
| -6% | -$26.7K | 0.06% | 204 |
|
|
2017
Q2 | $411K | Buy |
+8,964
| New | +$411K | 0.07% | 199 |
|
|
2017
Q1 | – | Sell |
-7,904
| Closed | -$322K | – | 292 |
|
|
2016
Q4 | $322K | Buy |
7,904
+1,473
| +23% | +$60K | 0.06% | 218 |
|
|
2016
Q3 | $265K | Sell |
6,431
-200
| -3% | -$8.24K | 0.05% | 233 |
|
|
2016
Q2 | $297K | Sell |
6,631
-250
| -4% | -$11.2K | 0.06% | 204 |
|
|
2016
Q1 | $288K | Buy |
6,881
+400
| +6% | +$16.7K | 0.07% | 190 |
|
|
2015
Q4 | $233K | Sell |
6,481
-1,600
| -20% | -$57.5K | 0.06% | 190 |
|
|
2015
Q3 | $286K | Buy |
+8,081
| New | +$286K | 0.09% | 148 |
|
|
2015
Q1 | – | Sell |
-10,878
| Closed | -$391K | – | 202 |
|
|
2014
Q4 | $391K | Hold |
10,878
| – | – | 0.13% | 114 |
|
|
2014
Q3 | $331K | Sell |
10,878
-1,125
| -9% | -$34.2K | 0.12% | 115 |
|
|
2014
Q2 | $387K | Buy |
12,003
+150
| +1% | +$4.84K | 0.13% | 106 |
|
|
2014
Q1 | $360K | Sell |
11,853
-920
| -7% | -$27.9K | 0.13% | 107 |
|
|
2013
Q4 | $357K | Sell |
12,773
-2,450
| -16% | -$68.5K | 0.13% | 108 |
|
|
2013
Q3 | $420K | Sell |
15,223
-18,223
| -54% | -$503K | 0.17% | 89 |
|
|
2013
Q2 | $948K | Buy |
+33,446
| New | +$948K | 0.2% | 78 |
|