J.P. Morgan Private Wealth Advisors’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.73M | Sell |
47,781
-9,424
| -16% | -$539K | 0.01% | 644 |
|
|
2023
Q2 | $3.56M | Sell |
57,205
-40,287
| -41% | -$2.5M | 0.02% | 406 |
|
|
2023
Q1 | $6.57M | Sell |
97,492
-12,463
| -11% | -$841K | 0.01% | 528 |
|
|
2022
Q4 | $7.71M | Sell |
109,955
-5,570
| -5% | -$391K | 0.02% | 482 |
|
|
2022
Q3 | $7.39M | Buy |
115,525
+2,192
| +2% | +$140K | 0.02% | 456 |
|
|
2022
Q2 | $8.02M | Buy |
113,333
+22,401
| +25% | +$1.59M | 0.02% | 460 |
|
|
2022
Q1 | $6.56M | Buy |
90,932
+59,773
| +192% | +$4.31M | 0.01% | 538 |
|
|
2021
Q4 | $2.11M | Buy |
31,159
+3,104
| +11% | +$210K | ﹤0.01% | 889 |
|
|
2021
Q3 | $1.75M | Buy |
28,055
+4,980
| +22% | +$311K | ﹤0.01% | 948 |
|
|
2021
Q2 | $1.52M | Buy |
23,075
+5,040
| +28% | +$332K | ﹤0.01% | 1000 |
|
|
2021
Q1 | $1.2M | Sell |
18,035
-4,245
| -19% | -$282K | ﹤0.01% | 963 |
|
|
2020
Q4 | $1.49M | Buy |
22,280
+2,063
| +10% | +$138K | ﹤0.01% | 854 |
|
|
2020
Q3 | $1.4M | Sell |
20,217
-887
| -4% | -$61.2K | 0.01% | 760 |
|
|
2020
Q2 | $1.32M | Buy |
21,104
+856
| +4% | +$53.5K | 0.01% | 709 |
|
|
2020
Q1 | $1.22M | Buy |
20,248
+1,733
| +9% | +$105K | 0.01% | 650 |
|
|
2019
Q4 | $1.18M | Buy |
18,515
+5,292
| +40% | +$336K | 0.01% | 745 |
|
|
2019
Q3 | $858K | Buy |
13,223
+4,387
| +50% | +$285K | ﹤0.01% | 810 |
|
|
2019
Q2 | $526K | Sell |
8,836
-2,758
| -24% | -$164K | ﹤0.01% | 964 |
|
|
2019
Q1 | $652K | Buy |
11,594
+1,990
| +21% | +$112K | ﹤0.01% | 931 |
|
|
2018
Q4 | $473K | Sell |
9,604
-2,064
| -18% | -$102K | ﹤0.01% | 991 |
|
|
2018
Q3 | $551K | Sell |
11,668
-1,946
| -14% | -$91.9K | ﹤0.01% | 1034 |
|
|
2018
Q2 | $622K | Buy |
13,614
+747
| +6% | +$34.1K | ﹤0.01% | 931 |
|
|
2018
Q1 | $585K | Buy |
12,867
+1,589
| +14% | +$72.2K | ﹤0.01% | 817 |
|
|
2017
Q4 | $543K | Buy |
11,278
+1,340
| +13% | +$64.5K | ﹤0.01% | 839 |
|
|
2017
Q3 | $471K | Buy |
9,938
+1,106
| +13% | +$52.4K | ﹤0.01% | 869 |
|
|
2017
Q2 | $405K | Sell |
8,832
-1,137
| -11% | -$52.1K | ﹤0.01% | 905 |
|
|
2017
Q1 | $443K | Buy |
9,969
+3,064
| +44% | +$136K | ﹤0.01% | 905 |
|
|
2016
Q4 | $281K | Buy |
+6,905
| New | +$281K | ﹤0.01% | 1026 |
|
|
2016
Q3 | – | Sell |
-7,816
| Closed | -$350K | – | 1279 |
|
|
2016
Q2 | $350K | Buy |
+7,816
| New | +$350K | ﹤0.01% | 910 |
|
|
2015
Q3 | – | Sell |
-6,539
| Closed | -$210K | – | 1147 |
|
|
2015
Q2 | $210K | Buy |
+6,539
| New | +$210K | ﹤0.01% | 957 |
|
|
2015
Q1 | – | Sell |
-5,971
| Closed | -$214K | – | 1170 |
|
|
2014
Q4 | $214K | Buy |
+5,971
| New | +$214K | ﹤0.01% | 972 |
|