JNBA Financial Advisors’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 | $262K | Hold |
3,845
| – | – | 0.03% | 167 |
|
|
2025
Q1 | $272K | Sell |
3,845
-171
| -4% | -$12.1K | 0.03% | 164 |
|
|
2024
Q4 | $271K | Hold |
4,016
| – | – | 0.03% | 161 |
|
|
2024
Q3 | $262K | Buy |
4,016
+1,558
| +63% | +$102K | 0.03% | 166 |
|
|
2024
Q2 | $131K | Hold |
2,458
| – | – | 0.01% | 201 |
|
|
2024
Q1 | $132K | Sell |
2,458
-158
| -6% | -$8.49K | 0.01% | 213 |
|
|
2023
Q4 | $162K | Buy |
2,616
+332
| +15% | +$20.6K | 0.02% | 199 |
|
|
2023
Q3 | $131K | Buy |
2,284
+143
| +7% | +$8.18K | 0.02% | 209 |
|
|
2023
Q2 | $133K | Sell |
2,141
-25
| -1% | -$1.56K | 0.02% | 207 |
|
|
2023
Q1 | $146K | Sell |
2,166
-370
| -15% | -$25K | 0.02% | 210 |
|
|
2022
Q4 | $178K | Sell |
2,536
-373
| -13% | -$26.2K | 0.02% | 196 |
|
|
2022
Q3 | $186K | Sell |
2,909
-850
| -23% | -$54.3K | 0.03% | 183 |
|
|
2022
Q2 | $266K | Sell |
3,759
-315
| -8% | -$22.3K | 0.04% | 161 |
|
|
2022
Q1 | $294K | Sell |
4,074
-164
| -4% | -$11.8K | 0.04% | 162 |
|
|
2021
Q4 | $287K | Sell |
4,238
-73
| -2% | -$4.94K | 0.04% | 168 |
|
|
2021
Q3 | $269K | Buy |
4,311
+73
| +2% | +$4.56K | 0.04% | 170 |
|
|
2021
Q2 | $279K | Buy |
4,238
+250
| +6% | +$16.5K | 0.04% | 166 |
|
|
2021
Q1 | $265K | Sell |
3,988
-250
| -6% | -$16.6K | 0.04% | 166 |
|
|
2020
Q4 | $283K | Sell |
4,238
-467
| -10% | -$31.2K | 0.05% | 148 |
|
|
2020
Q3 | $325K | Sell |
4,705
-500
| -10% | -$34.5K | 0.07% | 118 |
|
|
2020
Q2 | $325K | Hold |
5,205
| – | – | 0.07% | 117 |
|
|
2020
Q1 | $314K | Buy |
5,205
+73
| +1% | +$4.4K | 0.08% | 112 |
|
|
2019
Q4 | $326K | Hold |
5,132
| – | – | 0.06% | 120 |
|
|
2019
Q3 | $333K | Buy |
5,132
+3,000
| +141% | +$195K | 0.07% | 112 |
|
|
2019
Q2 | $127K | Hold |
2,132
| – | – | 0.03% | 169 |
|
|
2019
Q1 | $120K | Hold |
2,132
| – | – | 0.03% | 167 |
|
|
2018
Q4 | $105K | Buy |
+2,132
| New | +$105K | 0.02% | 158 |
|
|
2018
Q3 | – | Sell |
-2,282
| Closed | -$104K | – | 727 |
|
|
2018
Q2 | $104K | Hold |
2,282
| – | – | 0.02% | 173 |
|
|
2018
Q1 | $104K | Sell |
2,282
-300
| -12% | -$13.7K | 0.02% | 163 |
|
|
2017
Q4 | $124K | Hold |
2,582
| – | – | 0.03% | 157 |
|
|
2017
Q3 | $122K | Sell |
2,582
-500
| -16% | -$23.6K | 0.03% | 150 |
|
|
2017
Q2 | $141K | Sell |
3,082
-875
| -22% | -$40K | 0.03% | 142 |
|
|
2017
Q1 | $176K | Buy |
3,957
+763
| +24% | +$33.9K | 0.04% | 125 |
|
|
2016
Q4 | $130K | Buy |
3,194
+2,759
| +634% | +$112K | 0.03% | 147 |
|
|
2016
Q3 | $18K | Sell |
435
-2,759
| -86% | -$114K | ﹤0.01% | 860 |
|
|
2016
Q2 | $143K | Sell |
3,194
-22
| -0.7% | -$985 | 0.04% | 146 |
|
|
2016
Q1 | $135K | Buy |
3,216
+22
| +0.7% | +$924 | 0.05% | 132 |
|
|
2015
Q4 | $115K | Buy |
3,194
+296
| +10% | +$10.7K | 0.04% | 141 |
|
|
2015
Q3 | $103K | Hold |
2,898
| – | – | 0.04% | 133 |
|
|
2015
Q2 | $93K | Sell |
2,898
-125
| -4% | -$4.01K | 0.04% | 137 |
|
|
2015
Q1 | $105K | Hold |
3,023
| – | – | 0.04% | 126 |
|
|
2014
Q4 | $109K | Hold |
3,023
| – | – | 0.04% | 128 |
|
|
2014
Q3 | $92K | Hold |
3,023
| – | – | 0.04% | 142 |
|
|
2014
Q2 | $97K | Hold |
3,023
| – | – | 0.05% | 130 |
|
|
2014
Q1 | $92K | Hold |
3,023
| – | – | 0.05% | 125 |
|
|
2013
Q4 | $84K | Buy |
3,023
+1,006
| +50% | +$28K | 0.05% | 134 |
|
|
2013
Q3 | $56K | Sell |
2,017
-628
| -24% | -$17.4K | 0.03% | 154 |
|
|
2013
Q2 | $75K | Buy |
+2,645
| New | +$75K | 0.05% | 127 |
|