Jones Financial Companies’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
Q2 | $1.67M | Buy |
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|
2025
Q1 | $1.43M | Buy |
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|
2024
Q4 | $1M | Buy |
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|
2024
Q3 | $708K | Buy |
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|
2024
Q2 | $225K | Sell |
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|
2024
Q1 | $233K | Sell |
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|
2023
Q4 | $275K | Buy |
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|
2023
Q3 | $251K | Sell |
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|
2023
Q2 | $274K | Sell |
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|
2023
Q1 | $411K | Buy |
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|
2022
Q4 | $225K | Buy |
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|
2022
Q3 | $169K | Sell |
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|
2022
Q2 | $186K | Sell |
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|
2022
Q1 | $239K | Buy |
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|
2021
Q4 | $202K | Sell |
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|
2021
Q3 | $256K | Sell |
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|
2021
Q2 | $272K | Buy |
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|
2021
Q1 | $212K | Sell |
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|
2020
Q4 | $214K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $210K | Sell |
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|
2019
Q4 | $261K | Sell |
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|
2019
Q3 | $270K | Sell |
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|
2019
Q2 | $259K | Sell |
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|
2019
Q1 | $249K | Sell |
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|
2018
Q4 | $305K | Sell |
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|
2018
Q3 | $326K | Buy |
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|
2018
Q2 | $251K | Sell |
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|
2018
Q1 | $274K | Buy |
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|
2017
Q4 | $286K | Sell |
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|
2017
Q3 | $309K | Sell |
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|
2017
Q2 | $312K | Buy |
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|
2017
Q1 | $265K | Sell |
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|
2016
Q4 | $309K | Sell |
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|
2016
Q3 | $368K | Buy |
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|
2016
Q2 | $390K | Sell |
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|
2016
Q1 | $462K | Sell |
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|
2015
Q4 | $657K | Buy |
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|
2015
Q3 | $540K | Sell |
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|
2015
Q2 | $583K | Sell |
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|
2015
Q1 | $875K | Sell |
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|
2014
Q4 | $989K | Sell |
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|
2014
Q3 | $862K | Sell |
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|
2014
Q2 | $942K | Sell |
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|
2014
Q1 | $900K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $86K | Sell |
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|
2013
Q2 | $126K | Buy |
|