HAG
HighPoint Advisor Group’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
21,085
-251
| -1% | -$17.1K | 0.08% | 199 |
|
|
2025
Q1 | $1.51M | Buy |
21,336
+420
| +2% | +$29.7K | 0.09% | 186 |
|
|
2024
Q4 | $1.41M | Buy |
20,916
+778
| +4% | +$52.3K | 0.08% | 198 |
|
|
2024
Q3 | $1.34M | Buy |
20,138
+104
| +0.5% | +$6.94K | 0.08% | 195 |
|
|
2024
Q2 | $1.18M | Buy |
20,034
+894
| +5% | +$52.4K | 0.07% | 202 |
|
|
2024
Q1 | $1.07M | Buy |
19,140
+1,321
| +7% | +$73.8K | 0.08% | 212 |
|
|
2023
Q4 | $935K | Buy |
+17,819
| New | +$935K | 0.07% | 227 |
|
|
2022
Q2 | $830K | Buy |
+11,691
| New | +$830K | 0.09% | 180 |
|
|
2021
Q3 | $654K | Buy |
10,469
+72
| +0.7% | +$4.5K | 0.06% | 254 |
|
|
2021
Q2 | $685K | Buy |
10,397
+2,066
| +25% | +$136K | 0.07% | 241 |
|
|
2021
Q1 | $562K | Buy |
8,331
+28
| +0.3% | +$1.89K | 0.07% | 245 |
|
|
2020
Q4 | $516K | Buy |
8,303
+2,157
| +35% | +$134K | 0.06% | 251 |
|
|
2020
Q3 | $453K | Buy |
6,146
+475
| +8% | +$35K | 0.08% | 201 |
|
|
2020
Q2 | $364K | Buy |
5,671
+252
| +5% | +$16.2K | 0.08% | 206 |
|
|
2020
Q1 | $349K | Sell |
5,419
-49
| -0.9% | -$3.16K | 0.08% | 199 |
|
|
2019
Q4 | $360K | Buy |
5,468
+186
| +4% | +$12.2K | 0.07% | 228 |
|
|
2019
Q3 | $317K | Sell |
5,282
-253
| -5% | -$15.2K | 0.07% | 240 |
|
|
2019
Q2 | $336K | Buy |
5,535
+2,664
| +93% | +$162K | 0.08% | 223 |
|
|
2019
Q1 | $313K | Buy |
2,871
+11
| +0.4% | +$1.2K | 0.08% | 233 |
|
|
2018
Q4 | $272K | Sell |
2,860
-2,792
| -49% | -$266K | 0.07% | 244 |
|
|
2018
Q3 | $276K | Buy |
5,652
+2,801
| +98% | +$137K | 0.08% | 242 |
|
|
2018
Q2 | $226K | Hold |
2,851
| – | – | 0.06% | 289 |
|
|
2018
Q1 | $225K | Sell |
2,851
-2,344
| -45% | -$185K | 0.06% | 288 |
|
|
2017
Q4 | $228K | Buy |
5,195
+18
| +0.3% | +$790 | 0.07% | 259 |
|
|
2017
Q3 | $255K | Buy |
5,177
+4
| +0.1% | +$197 | 0.08% | 229 |
|
|
2017
Q2 | $248K | Hold |
5,173
| – | – | 0.08% | 236 |
|
|
2017
Q1 | $248K | Sell |
5,173
-1,210
| -19% | -$58K | 0.08% | 236 |
|
|
2016
Q4 | $278K | Buy |
6,383
+100
| +2% | +$4.36K | 0.09% | 228 |
|
|
2016
Q3 | $245K | Buy |
6,283
+5
| +0.1% | +$195 | 0.09% | 231 |
|
|
2016
Q2 | $268K | Buy |
+6,278
| New | +$268K | 0.09% | 220 |
|