HighTower Advisors’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 | $10M | Buy |
147,354
+44,114
| +43% | +$3M | 0.01% | 793 |
|
|
2025
Q1 | $7.31M | Buy |
103,240
+12,636
| +14% | +$895K | 0.01% | 895 |
|
|
2024
Q4 | $6.12M | Buy |
90,604
+9,741
| +12% | +$658K | 0.01% | 970 |
|
|
2024
Q3 | $5.28M | Sell |
80,863
-22,863
| -22% | -$1.49M | 0.01% | 1012 |
|
|
2024
Q2 | $5.53M | Buy |
103,726
+9,614
| +10% | +$513K | 0.01% | 967 |
|
|
2024
Q1 | $5.06M | Sell |
94,112
-18,781
| -17% | -$1.01M | 0.01% | 963 |
|
|
2023
Q4 | $6.99M | Buy |
112,893
+6,448
| +6% | +$399K | 0.01% | 827 |
|
|
2023
Q3 | $6.09M | Sell |
106,445
-1,334
| -1% | -$76.3K | 0.01% | 843 |
|
|
2023
Q2 | $6.69M | Buy |
107,779
+273
| +0.3% | +$16.9K | 0.01% | 786 |
|
|
2023
Q1 | $7.25M | Sell |
107,506
-1,254
| -1% | -$84.6K | 0.02% | 714 |
|
|
2022
Q4 | $7.63M | Buy |
108,760
+1,704
| +2% | +$119K | 0.02% | 694 |
|
|
2022
Q3 | $6.86M | Buy |
107,056
+4,311
| +4% | +$276K | 0.02% | 682 |
|
|
2022
Q2 | $7.27M | Buy |
102,745
+5,484
| +6% | +$388K | 0.02% | 674 |
|
|
2022
Q1 | $7.02M | Buy |
97,261
+12,454
| +15% | +$899K | 0.02% | 745 |
|
|
2021
Q4 | $5.74M | Buy |
84,807
+7,056
| +9% | +$478K | 0.01% | 829 |
|
|
2021
Q3 | $4.87M | Buy |
77,751
+1,383
| +2% | +$86.6K | 0.01% | 828 |
|
|
2021
Q2 | $5.03M | Buy |
76,368
+3,245
| +4% | +$214K | 0.01% | 789 |
|
|
2021
Q1 | $4.86M | Buy |
+73,123
| New | +$4.86M | 0.02% | 750 |
|
|
2020
Q4 | – | Sell |
-94,487
| Closed | -$6.52M | – | 2657 |
|
|
2020
Q3 | $6.52M | Buy |
94,487
+962
| +1% | +$66.4K | 0.03% | 462 |
|
|
2020
Q2 | $5.86M | Buy |
93,525
+4,655
| +5% | +$291K | 0.03% | 463 |
|
|
2020
Q1 | $5.36M | Buy |
88,870
+2,268
| +3% | +$137K | 0.03% | 427 |
|
|
2019
Q4 | $5.5M | Buy |
86,602
+4,861
| +6% | +$308K | 0.03% | 510 |
|
|
2019
Q3 | $5.31M | Buy |
81,741
+1,354
| +2% | +$87.9K | 0.03% | 526 |
|
|
2019
Q2 | $4.79M | Buy |
80,387
+5,717
| +8% | +$340K | 0.03% | 563 |
|
|
2019
Q1 | $4.2M | Sell |
74,670
-849
| -1% | -$47.7K | 0.03% | 569 |
|
|
2018
Q4 | $3.72M | Sell |
75,519
-3,281
| -4% | -$162K | 0.03% | 546 |
|
|
2018
Q3 | $3.72M | Buy |
78,800
+3,339
| +4% | +$157K | 0.03% | 615 |
|
|
2018
Q2 | $3.45M | Sell |
75,461
-5,846
| -7% | -$267K | 0.03% | 622 |
|
|
2018
Q1 | $3.7M | Sell |
81,307
-24,090
| -23% | -$1.1M | 0.03% | 576 |
|
|
2017
Q4 | $5.07M | Sell |
105,397
-3,775
| -3% | -$181K | 0.04% | 461 |
|
|
2017
Q3 | $5.16M | Buy |
109,172
+5,043
| +5% | +$238K | 0.04% | 452 |
|
|
2017
Q2 | $4.78M | Buy |
104,129
+21,914
| +27% | +$1.01M | 0.04% | 474 |
|
|
2017
Q1 | $3.66M | Buy |
82,215
+5,987
| +8% | +$266K | 0.04% | 545 |
|
|
2016
Q4 | $3.1M | Buy |
76,228
+10,602
| +16% | +$431K | 0.03% | 560 |
|
|
2016
Q3 | $2.7M | Sell |
65,626
-1,272
| -2% | -$52.3K | 0.03% | 560 |
|
|
2016
Q2 | $3M | Sell |
66,898
-8,873
| -12% | -$398K | 0.04% | 495 |
|
|
2016
Q1 | $3.17M | Sell |
75,771
-611
| -0.8% | -$25.5K | 0.01% | 500 |
|
|
2015
Q4 | $2.75M | Buy |
76,382
+8,779
| +13% | +$316K | 0.03% | 509 |
|
|
2015
Q3 | $2.39M | Buy |
67,603
+7,347
| +12% | +$260K | 0.03% | 554 |
|
|
2015
Q2 | $1.94M | Sell |
60,256
-40,386
| -40% | -$1.3M | 0.03% | 556 |
|
|
2015
Q1 | $3.5M | Buy |
100,642
+16,771
| +20% | +$584K | 0.05% | 406 |
|
|
2014
Q4 | $3.01M | Buy |
83,871
+16,106
| +24% | +$579K | 0.05% | 448 |
|
|
2014
Q3 | $2.06M | Buy |
67,765
+56,361
| +494% | +$1.71M | 0.03% | 553 |
|
|
2014
Q2 | $368K | Buy |
11,404
+254
| +2% | +$8.2K | 0.01% | 1156 |
|
|
2014
Q1 | $339K | Sell |
11,150
-28,245
| -72% | -$859K | 0.01% | 1113 |
|
|
2013
Q4 | $1.1M | Buy |
39,395
+20,602
| +110% | +$576K | 0.02% | 665 |
|
|
2013
Q3 | $512K | Sell |
18,793
-18,780
| -50% | -$512K | 0.01% | 820 |
|
|
2013
Q2 | $1.07M | Buy |
+37,573
| New | +$1.07M | 0.03% | 579 |
|