JFGIW
Johnson Financial Group Inc (Wisconsin)’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
20,016
+2,766
| +16% | +$190K | 0.06% | 141 |
|
|
2025
Q1 | $1.23M | Buy |
17,250
+1,488
| +9% | +$106K | 0.06% | 140 |
|
|
2024
Q4 | $1.06M | Buy |
+15,762
| New | +$1.06M | 0.05% | 139 |
|
|
2022
Q3 | – | Sell |
-425
| Closed | -$30K | – | 797 |
|
|
2022
Q2 | $30K | Hold |
425
| – | – | ﹤0.01% | 442 |
|
|
2022
Q1 | $31K | Hold |
425
| – | – | ﹤0.01% | 495 |
|
|
2021
Q4 | $29K | Buy |
+425
| New | +$29K | ﹤0.01% | 526 |
|
|
2021
Q2 | – | Sell |
-1,019
| Closed | -$68K | – | 816 |
|
|
2021
Q1 | $68K | Buy |
+1,019
| New | +$68K | ﹤0.01% | 372 |
|
|
2020
Q4 | – | Sell |
-1,499
| Closed | -$103K | – | 532 |
|
|
2020
Q3 | $103K | Buy |
1,499
+368
| +33% | +$25.3K | 0.01% | 223 |
|
|
2020
Q2 | $71K | Hold |
1,131
| – | – | 0.01% | 244 |
|
|
2020
Q1 | $68K | Sell |
1,131
-145
| -11% | -$8.72K | 0.01% | 265 |
|
|
2019
Q4 | $81K | Hold |
1,276
| – | – | 0.01% | 276 |
|
|
2019
Q3 | $83K | Sell |
1,276
-140
| -10% | -$9.11K | 0.01% | 297 |
|
|
2019
Q2 | $84K | Hold |
1,416
| – | – | 0.01% | 288 |
|
|
2019
Q1 | $80K | Hold |
1,416
| – | – | 0.01% | 285 |
|
|
2018
Q4 | $70K | Sell |
1,416
-34
| -2% | -$1.68K | 0.01% | 294 |
|
|
2018
Q3 | $68K | Buy |
1,450
+74
| +5% | +$3.47K | 0.01% | 296 |
|
|
2018
Q2 | $63K | Sell |
1,376
-500
| -27% | -$22.9K | 0.01% | 312 |
|
|
2018
Q1 | $85K | Buy |
1,876
+500
| +36% | +$22.7K | 0.01% | 294 |
|
|
2017
Q4 | $66K | Hold |
1,376
| – | – | 0.01% | 334 |
|
|
2017
Q3 | $65K | Sell |
1,376
-13
| -0.9% | -$614 | 0.01% | 326 |
|
|
2017
Q2 | $64K | Sell |
1,389
-100
| -7% | -$4.61K | 0.01% | 335 |
|
|
2017
Q1 | $66K | Hold |
1,489
| – | – | 0.01% | 369 |
|
|
2016
Q4 | $61K | Sell |
1,489
-1,201
| -45% | -$49.2K | 0.01% | 379 |
|
|
2016
Q3 | $111K | Buy |
2,690
+1,201
| +81% | +$49.6K | 0.01% | 328 |
|
|
2016
Q2 | $67K | Hold |
1,489
| – | – | 0.01% | 408 |
|
|
2016
Q1 | $62K | Hold |
1,489
| – | – | 0.01% | 361 |
|
|
2015
Q4 | $53K | Hold |
1,489
| – | – | 0.01% | 375 |
|
|
2015
Q3 | $53K | Buy |
1,489
+285
| +24% | +$10.1K | 0.01% | 463 |
|
|
2015
Q2 | $39K | Sell |
1,204
-840
| -41% | -$27.2K | 0.01% | 527 |
|
|
2015
Q1 | $71K | Hold |
2,044
| – | – | 0.02% | 448 |
|
|
2014
Q4 | $73K | Hold |
2,044
| – | – | 0.02% | 425 |
|
|
2014
Q3 | $62K | Hold |
2,044
| – | – | 0.02% | 415 |
|
|
2014
Q2 | $66K | Buy |
2,044
+1,000
| +96% | +$32.3K | 0.02% | 418 |
|
|
2014
Q1 | $32K | Sell |
1,044
-200
| -16% | -$6.13K | 0.01% | 466 |
|
|
2013
Q4 | $35K | Buy |
1,244
+200
| +19% | +$5.63K | 0.01% | 435 |
|
|
2013
Q3 | $29K | Sell |
1,044
-424
| -29% | -$11.8K | 0.01% | 470 |
|
|
2013
Q2 | $42K | Buy |
+1,468
| New | +$42K | 0.01% | 433 |
|