HWM
HighMark Wealth Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $876K | Buy |
12,865
+5,462
| +74% | +$372K | 0.43% | 31 |
|
|
2025
Q1 | $524K | Sell |
7,403
-16
| -0.2% | -$1.13K | 0.31% | 32 |
|
|
2024
Q4 | $501K | Sell |
7,419
-5,609
| -43% | -$379K | 0.29% | 30 |
|
|
2024
Q3 | $851K | Buy |
13,028
+1,527
| +13% | +$99.7K | 0.47% | 29 |
|
|
2024
Q2 | $614K | Buy |
11,501
+131
| +1% | +$7K | 0.37% | 35 |
|
|
2024
Q1 | $611K | Buy |
11,370
+4,459
| +65% | +$240K | 0.38% | 34 |
|
|
2023
Q4 | $428K | Buy |
6,911
+38
| +0.6% | +$2.35K | 0.32% | 34 |
|
|
2023
Q3 | $393K | Sell |
6,873
-267
| -4% | -$15.3K | 0.33% | 31 |
|
|
2023
Q2 | $444K | Buy |
7,140
+2
| +0% | +$124 | 0.33% | 32 |
|
|
2023
Q1 | $481K | Buy |
7,138
+2
| +0% | +$135 | 0.38% | 31 |
|
|
2022
Q4 | $500K | Buy |
7,136
+2
| +0% | +$140 | 0.38% | 28 |
|
|
2022
Q3 | $457K | Buy |
7,134
+2
| +0% | +$128 | 0.39% | 22 |
|
|
2022
Q2 | $505K | Sell |
7,132
-33
| -0.5% | -$2.34K | 0.41% | 25 |
|
|
2022
Q1 | $517K | Sell |
7,165
-1,058
| -13% | -$76.3K | 0.35% | 24 |
|
|
2021
Q4 | $557K | Sell |
8,223
-73
| -0.9% | -$4.95K | 0.35% | 28 |
|
|
2021
Q3 | $519K | Buy |
8,296
+2
| +0% | +$125 | 0.38% | 25 |
|
|
2021
Q2 | $546K | Buy |
8,294
+3
| +0% | +$197 | 0.4% | 25 |
|
|
2021
Q1 | $551K | Buy |
8,291
+28
| +0.3% | +$1.86K | 0.44% | 23 |
|
|
2020
Q4 | $551K | Buy |
8,263
+2
| +0% | +$133 | 0.47% | 20 |
|
|
2020
Q3 | $570K | Buy |
8,261
+57
| +0.7% | +$3.93K | 0.51% | 22 |
|
|
2020
Q2 | $513K | Buy |
8,204
+2
| +0% | +$125 | 0.56% | 20 |
|
|
2020
Q1 | $494K | Buy |
8,202
+10
| +0.1% | +$602 | 0.6% | 16 |
|
|
2019
Q4 | $520K | Buy |
+8,192
| New | +$520K | 0.56% | 14 |
|