IFP Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $374K | Sell |
4,713
-2,402
| -34% | -$188K | 0.01% | 1089 |
|
|
2025
Q4 | $526K | Buy |
7,115
+622
| +10% | +$49.1K | 0.01% | 906 |
|
|
2025
Q3 | $524K | Buy |
6,493
+1,183
| +22% | +$85.6K | 0.01% | 844 |
|
|
2025
Q2 | $497K | Sell |
5,310
-885
| -14% | -$61.4K | 0.01% | 837 |
|
|
2025
Q1 | $439K | Buy |
6,195
+549
| +10% | +$37.4K | 0.01% | 820 |
|
|
2024
Q4 | $381K | Buy |
5,646
+43
| +0.8% | +$2.88K | 0.01% | 840 |
|
|
2024
Q3 | $366K | Buy |
5,603
+29
| +0.5% | +$1.72K | 0.01% | 814 |
|
|
2024
Q2 | $298K | Buy |
5,574
+642
| +13% | +$34.9K | 0.01% | 842 |
|
|
2024
Q1 | $265K | Sell |
4,932
-171
| -3% | -$9.76K | 0.01% | 862 |
|
|
2023
Q4 | $316K | Sell |
5,103
-21,005
| -80% | -$1.26M | 0.01% | 746 |
|
|
2023
Q3 | $1.49M | Buy |
26,108
+14,647
| +128% | +$880K | 0.07% | 298 |
|
|
2023
Q2 | $713K | Buy |
11,461
+178
| +2% | +$11.9K | 0.03% | 532 |
|
|
2023
Q1 | $316K | Sell |
11,283
-4,425
| -28% | -$299K | 0.01% | 752 |
|
|
2022
Q4 | $442K | Sell |
15,708
-1,922
| -11% | -$128K | 0.01% | 948 |
|
|
2022
Q3 | $497K | Buy |
17,630
+868
| +5% | +$63.2K | 0.01% | 938 |
|
|
2022
Q2 | $471K | Hold |
16,762
| – | – | 0.02% | 881 |
|
|
2022
Q1 | $471K | Buy |
16,762
+4,334
| +35% | +$298K | 0.02% | 881 |
|
|
2021
Q4 | $843K | Sell |
12,428
-101
| -0.8% | -$6.58K | 0.02% | 447 |
|
|
2021
Q3 | $785K | Buy |
12,529
+656
| +6% | +$44.3K | 0.02% | 457 |
|
|
2021
Q2 | $780K | Buy |
11,873
+20
| +0.2% | +$1.39K | 0.02% | 432 |
|
|
2021
Q1 | $789K | Sell |
11,853
-3,228
| -21% | -$204K | 0.02% | 399 |
|
|
2020
Q4 | $1M | Buy |
15,081
+828
| +6% | +$57.7K | 0.04% | 346 |
|
|
2020
Q3 | $985K | Buy |
14,253
+1,753
| +14% | +$120K | 0.06% | 292 |
|
|
2020
Q2 | $775K | Sell |
12,500
-87
| -0.7% | -$5.48K | 0.06% | 323 |
|
|
2020
Q1 | $730K | Buy |
12,587
+3,210
| +34% | +$209K | 0.07% | 270 |
|
|
2019
Q4 | $594K | Buy |
9,377
+1,240
| +15% | +$77.6K | 0.04% | 393 |
|
|
2019
Q3 | $530K | Buy |
+8,137
| New | +$507K | 0.04% | 474 |
|
|
2019
Q1 | $105K | Sell |
1,877
-7,637
| -80% | -$406K | 0.01% | 675 |
|
|
2018
Q4 | $469K | Sell |
9,514
-663
| -7% | -$33.2K | 0.03% | 581 |
|
|
2018
Q3 | $480K | Buy |
10,177
+2,785
| +38% | +$131K | 0.02% | 676 |
|
|
2018
Q2 | $338K | Buy |
7,392
+454
| +7% | +$20.3K | 0.01% | 831 |
|
|
2018
Q1 | $334K | Hold |
6,938
| – | – | 0.02% | 784 |
|
|
2017
Q4 | $334K | Sell |
6,938
-13,712
| -66% | -$680K | 0.02% | 783 |
|
|
2017
Q3 | $977K | Sell |
20,650
-1,192
| -5% | -$57.2K | 0.04% | 455 |
|
|
2017
Q2 | $1M | Buy |
21,842
+5,671
| +35% | +$261K | 0.04% | 436 |
|
|
2017
Q1 | $719K | Buy |
16,171
+260
| +2% | +$11K | 0.03% | 535 |
|
|
2016
Q4 | $648K | Buy |
15,911
+720
| +5% | +$28.8K | 0.03% | 527 |
|
|
2016
Q3 | $625K | Buy |
15,191
+1,012
| +7% | +$43.3K | 0.03% | 485 |
|
|
2016
Q2 | $635K | Buy |
14,179
+12,302
| +655% | +$509K | 0.04% | 472 |
|
|
2016
Q1 | $105K | Sell |
1,877
-10,559
| -85% | -$412K | 0.01% | 675 |
|
|
2015
Q4 | $447K | Buy |
+12,436
| New | +$444K | 0.03% | 529 |
|
Other funds holding XEL
VCM
VPM
