Hennion & Walsh Asset 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 | $1.45M | Sell |
21,239
-502
| -2% | -$34.2K | 0.06% | 392 |
|
|
2025
Q1 | $1.54M | Buy |
21,741
+2,702
| +14% | +$191K | 0.07% | 346 |
|
|
2024
Q4 | $1.29M | Sell |
19,039
-2,391
| -11% | -$161K | 0.06% | 403 |
|
|
2024
Q3 | $1.4M | Sell |
21,430
-9,148
| -30% | -$597K | 0.07% | 374 |
|
|
2024
Q2 | $1.63M | Sell |
30,578
-9,276
| -23% | -$495K | 0.08% | 300 |
|
|
2024
Q1 | $2.14M | Sell |
39,854
-2,717
| -6% | -$146K | 0.11% | 245 |
|
|
2023
Q4 | $2.64M | Sell |
42,571
-4,414
| -9% | -$273K | 0.15% | 197 |
|
|
2023
Q3 | $2.69M | Sell |
46,985
-797
| -2% | -$45.6K | 0.17% | 160 |
|
|
2023
Q2 | $2.97M | Buy |
47,782
+2,364
| +5% | +$147K | 0.18% | 152 |
|
|
2023
Q1 | $3.06M | Buy |
45,418
+7,875
| +21% | +$531K | 0.19% | 138 |
|
|
2022
Q4 | $2.63M | Buy |
37,543
+6,688
| +22% | +$469K | 0.16% | 166 |
|
|
2022
Q3 | $1.98M | Buy |
30,855
+5,697
| +23% | +$365K | 0.13% | 197 |
|
|
2022
Q2 | $1.78M | Buy |
25,158
+3,915
| +18% | +$277K | 0.11% | 219 |
|
|
2022
Q1 | $1.53M | Buy |
21,243
+1,553
| +8% | +$112K | 0.08% | 260 |
|
|
2021
Q4 | $1.33M | Sell |
19,690
-1,404
| -7% | -$95.1K | 0.07% | 301 |
|
|
2021
Q3 | $1.32M | Buy |
21,094
+1,355
| +7% | +$84.7K | 0.07% | 302 |
|
|
2021
Q2 | $1.3M | Buy |
19,739
+557
| +3% | +$36.7K | 0.07% | 313 |
|
|
2021
Q1 | $1.28M | Buy |
+19,182
| New | +$1.28M | 0.08% | 306 |
|