JNBA Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $310K | Hold |
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|
2025
Q2 | $262K | Hold |
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|
2025
Q1 | $272K | Sell |
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|
2024
Q4 | $271K | Hold |
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|
2024
Q3 | $262K | Buy |
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|
2024
Q2 | $131K | Hold |
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|
2024
Q1 | $132K | Sell |
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|
2023
Q4 | $162K | Buy |
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|
2023
Q3 | $131K | Buy |
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|
2023
Q2 | $133K | Sell |
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|
2023
Q1 | $146K | Sell |
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|
2022
Q4 | $178K | Sell |
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|
2022
Q3 | $186K | Sell |
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|
2022
Q2 | $266K | Sell |
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|
2022
Q1 | $294K | Sell |
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|
2021
Q4 | $287K | Sell |
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|
2021
Q3 | $269K | Buy |
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|
2021
Q2 | $279K | Buy |
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|
2021
Q1 | $265K | Sell |
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|
2020
Q4 | $283K | Sell |
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|
2020
Q3 | $325K | Sell |
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|
2020
Q2 | $325K | Hold |
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|
2020
Q1 | $314K | Buy |
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|
2019
Q4 | $326K | Hold |
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|
2019
Q3 | $333K | Buy |
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|
2019
Q2 | $127K | Hold |
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|
2019
Q1 | $120K | Hold |
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|
2018
Q4 | $105K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $104K | Hold |
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|
2018
Q1 | $104K | Sell |
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|
2017
Q4 | $124K | Hold |
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|
2017
Q3 | $122K | Sell |
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|
2017
Q2 | $141K | Sell |
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|
2017
Q1 | $176K | Buy |
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|
2016
Q4 | $130K | Buy |
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|
2016
Q3 | $18K | Sell |
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|
2016
Q2 | $143K | Sell |
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|
2016
Q1 | $135K | Buy |
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|
2015
Q4 | $115K | Buy |
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|
2015
Q3 | $103K | Hold |
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|
2015
Q2 | $93K | Sell |
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|
2015
Q1 | $105K | Hold |
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|
2014
Q4 | $109K | Hold |
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|
2014
Q3 | $92K | Hold |
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|
2014
Q2 | $97K | Hold |
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|
2014
Q1 | $92K | Hold |
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|
2013
Q4 | $84K | Buy |
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|
2013
Q3 | $56K | Sell |
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|
2013
Q2 | $75K | Buy |
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