Jackson Grant Investment Advisers’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 | $162K | Hold |
2,376
| – | – | 0.06% | 119 |
|
|
2025
Q1 | $168K | Hold |
2,376
| – | – | 0.07% | 114 |
|
|
2024
Q4 | $160K | Hold |
2,376
| – | – | 0.06% | 114 |
|
|
2024
Q3 | $155K | Hold |
2,376
| – | – | 0.06% | 121 |
|
|
2024
Q2 | $127K | Hold |
2,376
| – | – | 0.05% | 130 |
|
|
2024
Q1 | $128K | Hold |
2,376
| – | – | 0.05% | 129 |
|
|
2023
Q4 | $147K | Hold |
2,376
| – | – | 0.07% | 117 |
|
|
2023
Q3 | $136K | Hold |
2,376
| – | – | 0.07% | 117 |
|
|
2023
Q2 | $148K | Hold |
2,376
| – | – | 0.07% | 116 |
|
|
2023
Q1 | $160K | Hold |
2,376
| – | – | 0.08% | 119 |
|
|
2022
Q4 | $167K | Hold |
2,376
| – | – | 0.08% | 107 |
|
|
2022
Q3 | $152K | Hold |
2,376
| – | – | 0.08% | 108 |
|
|
2022
Q2 | $168K | Hold |
2,376
| – | – | 0.08% | 107 |
|
|
2022
Q1 | $171K | Buy |
+2,376
| New | +$171K | 0.07% | 117 |
|
|
2021
Q4 | – | Sell |
-2,376
| Closed | -$149K | – | 350 |
|
|
2021
Q3 | $149K | Hold |
2,376
| – | – | 0.07% | 127 |
|
|
2021
Q2 | $157K | Hold |
2,376
| – | – | 0.07% | 121 |
|
|
2021
Q1 | $158K | Hold |
2,376
| – | – | 0.07% | 120 |
|
|
2020
Q4 | $158K | Hold |
2,376
| – | – | 0.08% | 103 |
|
|
2020
Q3 | $164K | Hold |
2,376
| – | – | 0.1% | 89 |
|
|
2020
Q2 | $149K | Hold |
2,376
| – | – | 0.09% | 89 |
|
|
2020
Q1 | $143K | Hold |
2,376
| – | – | 0.11% | 85 |
|
|
2019
Q4 | $151K | Hold |
2,376
| – | – | 0.08% | 102 |
|
|
2019
Q3 | $154K | Hold |
2,376
| – | – | 0.09% | 97 |
|
|
2019
Q2 | $141K | Hold |
2,376
| – | – | 0.08% | 99 |
|
|
2019
Q1 | $134K | Buy |
+2,376
| New | +$134K | 0.08% | 99 |
|
|
2016
Q1 | – | Sell |
-66
| Closed | -$2K | – | 200 |
|
|
2015
Q4 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 188 |
|