Janney Montgomery Scott’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 | $10.1M | Buy |
147,615
+10,164
| +7% | +$692K | 0.03% | 560 |
|
|
2025
Q1 | $9.73M | Buy |
137,451
+3,344
| +2% | +$237K | 0.03% | 537 |
|
|
2024
Q4 | $9.06M | Buy |
134,107
+6,114
| +5% | +$413K | 0.03% | 567 |
|
|
2024
Q3 | $8.36M | Buy |
127,993
+4,535
| +4% | +$296K | 0.02% | 591 |
|
|
2024
Q2 | $6.59M | Buy |
123,458
+21,777
| +21% | +$1.16M | 0.02% | 625 |
|
|
2024
Q1 | $5.47M | Buy |
101,681
+3,948
| +4% | +$212K | 0.02% | 730 |
|
|
2023
Q4 | $6.05M | Buy |
97,733
+10,546
| +12% | +$653K | 0.02% | 661 |
|
|
2023
Q3 | $4.99M | Buy |
87,187
+1,134
| +1% | +$64.9K | 0.02% | 674 |
|
|
2023
Q2 | $5.35M | Buy |
86,053
+162
| +0.2% | +$10.1K | 0.02% | 675 |
|
|
2023
Q1 | $5.79M | Sell |
85,891
-5,434
| -6% | -$367K | 0.02% | 596 |
|
|
2022
Q4 | $6.4M | Buy |
91,325
+906
| +1% | +$63.5K | 0.02% | 575 |
|
|
2022
Q3 | $5.79M | Buy |
90,419
+3,481
| +4% | +$223K | 0.02% | 561 |
|
|
2022
Q2 | $6.11M | Buy |
86,938
+354
| +0.4% | +$24.9K | 0.03% | 530 |
|
|
2022
Q1 | $6.25M | Buy |
86,584
+11,874
| +16% | +$857K | 0.03% | 521 |
|
|
2021
Q4 | $5.06M | Sell |
74,710
-1,527
| -2% | -$103K | 0.02% | 627 |
|
|
2021
Q3 | $4.77M | Sell |
76,237
-457
| -0.6% | -$28.6K | 0.02% | 611 |
|
|
2021
Q2 | $5.05M | Buy |
76,694
+4,028
| +6% | +$265K | 0.02% | 582 |
|
|
2021
Q1 | $4.83M | Sell |
72,666
-22,068
| -23% | -$1.47M | 0.02% | 562 |
|
|
2020
Q4 | $6.32M | Sell |
94,734
-3,090
| -3% | -$206K | 0.03% | 468 |
|
|
2020
Q3 | $6.75M | Buy |
97,824
+11,330
| +13% | +$782K | 0.04% | 387 |
|
|
2020
Q2 | $5.41M | Buy |
86,494
+8,428
| +11% | +$527K | 0.03% | 422 |
|
|
2020
Q1 | $4.71M | Sell |
78,066
-4,187
| -5% | -$252K | 0.04% | 413 |
|
|
2019
Q4 | $5.22M | Sell |
82,253
-836
| -1% | -$53.1K | 0.03% | 446 |
|
|
2019
Q3 | $5.39M | Buy |
83,089
+4,270
| +5% | +$277K | 0.04% | 411 |
|
|
2019
Q2 | $4.69M | Buy |
78,819
+1,698
| +2% | +$101K | 0.04% | 445 |
|
|
2019
Q1 | $4.34M | Buy |
77,121
+4,333
| +6% | +$244K | 0.04% | 447 |
|
|
2018
Q4 | $3.59M | Buy |
72,788
+304
| +0.4% | +$15K | 0.03% | 452 |
|
|
2018
Q3 | $3.42M | Sell |
72,484
-163
| -0.2% | -$7.7K | 0.03% | 510 |
|
|
2018
Q2 | $3.32M | Buy |
72,647
+409
| +0.6% | +$18.7K | 0.03% | 498 |
|
|
2018
Q1 | $3.29M | Sell |
72,238
-6,639
| -8% | -$302K | 0.03% | 484 |
|
|
2017
Q4 | $3.8M | Buy |
78,877
+6,184
| +9% | +$298K | 0.04% | 437 |
|
|
2017
Q3 | $3.44M | Buy |
72,693
+2,483
| +4% | +$118K | 0.04% | 427 |
|
|
2017
Q2 | $3.22M | Buy |
70,210
+2,492
| +4% | +$114K | 0.04% | 423 |
|
|
2017
Q1 | $3.01M | Buy |
67,718
+3,018
| +5% | +$134K | 0.04% | 421 |
|
|
2016
Q4 | $2.63M | Buy |
64,700
+17,788
| +38% | +$724K | 0.04% | 417 |
|
|
2016
Q3 | $1.93M | Buy |
+46,912
| New | +$1.93M | 0.03% | 443 |
|
|
2016
Q2 | – | Sell |
-43,296
| Closed | -$1.81M | – | 1182 |
|
|
2016
Q1 | $1.81M | Buy |
43,296
+25,655
| +145% | +$1.07M | 0.05% | 354 |
|
|
2015
Q4 | $634K | Buy |
17,641
+852
| +5% | +$30.6K | 0.02% | 707 |
|
|
2015
Q3 | $594K | Sell |
16,789
-2,718
| -14% | -$96.2K | 0.02% | 748 |
|
|
2015
Q2 | $628K | Buy |
19,507
+2,001
| +11% | +$64.4K | 0.01% | 1042 |
|
|
2015
Q1 | $609K | Sell |
17,506
-11,402
| -39% | -$397K | 0.01% | 1218 |
|
|
2014
Q4 | $1.04M | Buy |
28,908
+767
| +3% | +$27.6K | 0.02% | 849 |
|
|
2014
Q3 | $855K | Buy |
28,141
+498
| +2% | +$15.1K | 0.02% | 925 |
|
|
2014
Q2 | $891K | Buy |
27,643
+10,519
| +61% | +$339K | 0.02% | 886 |
|
|
2014
Q1 | $520K | Buy |
17,124
+2,004
| +13% | +$60.8K | 0.01% | 1102 |
|
|
2013
Q4 | $422K | Buy |
15,120
+264
| +2% | +$7.38K | 0.01% | 1195 |
|
|
2013
Q3 | $410K | Buy |
+14,856
| New | +$410K | 0.01% | 1125 |
|