IHT Wealth Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Buy |
10,094
+1,976
| +24% | +$135K | 0.02% | 607 |
|
|
2025
Q1 | $575K | Sell |
8,118
-3,378
| -29% | -$239K | 0.02% | 625 |
|
|
2024
Q4 | $776K | Sell |
11,496
-7,092
| -38% | -$479K | 0.03% | 538 |
|
|
2024
Q3 | $1.21M | Buy |
18,588
+3,769
| +25% | +$246K | 0.03% | 452 |
|
|
2024
Q2 | $792K | Buy |
14,819
+541
| +4% | +$28.9K | 0.03% | 491 |
|
|
2024
Q1 | $767K | Buy |
14,278
+1,214
| +9% | +$65.3K | 0.03% | 497 |
|
|
2023
Q4 | $809K | Buy |
13,064
+522
| +4% | +$32.3K | 0.04% | 444 |
|
|
2023
Q3 | $718K | Sell |
12,542
-400
| -3% | -$22.9K | 0.04% | 442 |
|
|
2023
Q2 | $805K | Buy |
12,942
+2,931
| +29% | +$182K | 0.04% | 391 |
|
|
2023
Q1 | $675K | Buy |
10,011
+2,286
| +30% | +$154K | 0.04% | 417 |
|
|
2022
Q4 | $542K | Buy |
7,725
+256
| +3% | +$17.9K | 0.03% | 470 |
|
|
2022
Q3 | $478K | Buy |
+7,469
| New | +$478K | 0.04% | 467 |
|
|
2022
Q2 | – | Sell |
-3,043
| Closed | -$220K | – | 812 |
|
|
2022
Q1 | $220K | Sell |
3,043
-212
| -7% | -$15.3K | 0.02% | 679 |
|
|
2021
Q4 | $220K | Hold |
3,255
| – | – | 0.02% | 721 |
|
|
2021
Q3 | $203K | Sell |
3,255
-338
| -9% | -$21.1K | 0.02% | 734 |
|
|
2021
Q2 | $237K | Sell |
3,593
-1,771
| -33% | -$117K | 0.02% | 797 |
|
|
2021
Q1 | $357K | Sell |
5,364
-526
| -9% | -$35K | 0.03% | 566 |
|
|
2020
Q4 | $393K | Buy |
5,890
+1,152
| +24% | +$76.9K | 0.03% | 486 |
|
|
2020
Q3 | $327K | Buy |
4,738
+236
| +5% | +$16.3K | 0.03% | 459 |
|
|
2020
Q2 | $281K | Buy |
4,502
+134
| +3% | +$8.36K | 0.04% | 431 |
|
|
2020
Q1 | $263K | Sell |
4,368
-120
| -3% | -$7.23K | 0.04% | 427 |
|
|
2019
Q4 | $285K | Buy |
4,488
+165
| +4% | +$10.5K | 0.03% | 459 |
|
|
2019
Q3 | $280K | Buy |
+4,323
| New | +$280K | 0.04% | 444 |
|
|
2018
Q2 | – | Sell |
-1,412
| Closed | -$63K | – | 1388 |
|
|
2018
Q1 | $63K | Hold |
1,412
| – | – | 0.02% | 608 |
|
|
2017
Q4 | $67K | Buy |
1,412
+775
| +122% | +$36.8K | 0.02% | 609 |
|
|
2017
Q3 | $30K | Hold |
637
| – | – | 0.01% | 656 |
|
|
2017
Q2 | $2 | Buy |
+637
| New | +$2 | ﹤0.01% | 1254 |
|