Howe & Rusling’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 | $227K | Buy |
3,337
+1
| +0% | +$68 | 0.02% | 267 |
|
|
2025
Q1 | $236K | Hold |
3,336
| – | – | 0.02% | 243 |
|
|
2024
Q4 | $225K | Hold |
3,336
| – | – | 0.02% | 242 |
|
|
2024
Q3 | $218K | Buy |
+3,336
| New | +$218K | 0.02% | 239 |
|
|
2024
Q1 | – | Sell |
-3,336
| Closed | -$207K | – | 422 |
|
|
2023
Q4 | $207K | Buy |
+3,336
| New | +$207K | 0.02% | 227 |
|
|
2023
Q3 | – | Sell |
-3,336
| Closed | -$207K | – | 345 |
|
|
2023
Q2 | $207K | Hold |
3,336
| – | – | 0.02% | 218 |
|
|
2023
Q1 | $225K | Sell |
3,336
-1,011
| -23% | -$68.2K | 0.03% | 200 |
|
|
2022
Q4 | $305K | Hold |
4,347
| – | – | 0.04% | 166 |
|
|
2022
Q3 | $278K | Hold |
4,347
| – | – | 0.04% | 168 |
|
|
2022
Q2 | $308K | Buy |
4,347
+3,222
| +286% | +$228K | 0.04% | 155 |
|
|
2022
Q1 | $81K | Sell |
1,125
-78
| -6% | -$5.62K | 0.01% | 274 |
|
|
2021
Q4 | $81K | Buy |
1,203
+208
| +21% | +$14K | 0.01% | 271 |
|
|
2021
Q3 | $62K | Hold |
995
| – | – | 0.01% | 289 |
|
|
2021
Q2 | $66K | Hold |
995
| – | – | 0.01% | 270 |
|
|
2021
Q1 | $66K | Hold |
995
| – | – | 0.01% | 269 |
|
|
2020
Q4 | $66K | Hold |
995
| – | – | 0.01% | 257 |
|
|
2020
Q3 | $69K | Hold |
995
| – | – | 0.01% | 237 |
|
|
2020
Q2 | $62K | Sell |
995
-66
| -6% | -$4.11K | 0.01% | 233 |
|
|
2020
Q1 | $64K | Sell |
1,061
-1
| -0.1% | -$60 | 0.01% | 233 |
|
|
2019
Q4 | $67K | Sell |
1,062
-1,731
| -62% | -$109K | 0.01% | 264 |
|
|
2019
Q3 | $181K | Hold |
2,793
| – | – | 0.03% | 199 |
|
|
2019
Q2 | $166K | Sell |
2,793
-26
| -0.9% | -$1.55K | 0.03% | 208 |
|
|
2019
Q1 | $158K | Buy |
2,819
+1,731
| +159% | +$97K | 0.03% | 200 |
|
|
2018
Q4 | $54K | Sell |
1,088
-12
| -1% | -$596 | 0.01% | 253 |
|
|
2018
Q3 | $52K | Sell |
1,100
-218
| -17% | -$10.3K | 0.01% | 266 |
|
|
2018
Q2 | $60K | Buy |
1,318
+220
| +20% | +$10K | 0.01% | 238 |
|
|
2018
Q1 | $50K | Buy |
1,098
+729
| +198% | +$33.2K | 0.01% | 277 |
|
|
2017
Q4 | $18K | Buy |
369
+27
| +8% | +$1.32K | ﹤0.01% | 404 |
|
|
2017
Q3 | $16K | Buy |
342
+63
| +23% | +$2.95K | ﹤0.01% | 409 |
|
|
2017
Q2 | $13K | Hold |
279
| – | – | ﹤0.01% | 436 |
|
|
2017
Q1 | $12K | Buy |
+279
| New | +$12K | ﹤0.01% | 452 |
|
|
2015
Q4 | – | Sell |
-60
| Closed | -$2K | – | 1080 |
|
|
2015
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 855 |
|
|
2015
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 893 |
|
|
2015
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 798 |
|
|
2014
Q4 | $2K | Sell |
60
-165
| -73% | -$5.5K | ﹤0.01% | 796 |
|
|
2014
Q3 | $7K | Buy |
225
+165
| +275% | +$5.13K | ﹤0.01% | 556 |
|
|
2014
Q2 | $2K | Sell |
60
-2,336
| -97% | -$77.9K | ﹤0.01% | 726 |
|
|
2014
Q1 | $73K | Buy |
2,396
+2,336
| +3,893% | +$71.2K | 0.02% | 257 |
|
|
2013
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 706 |
|
|
2013
Q3 | $2K | Sell |
60
-1,736
| -97% | -$57.9K | ﹤0.01% | 804 |
|
|
2013
Q2 | $51K | Buy |
+1,796
| New | +$51K | 0.01% | 333 |
|