Jones Financial Companies’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 | $1.67M | Buy |
24,586
+4,112
| +20% | +$279K | ﹤0.01% | 814 |
|
|
2025
Q1 | $1.43M | Buy |
20,474
+5,649
| +38% | +$395K | ﹤0.01% | 739 |
|
|
2024
Q4 | $1M | Buy |
14,825
+3,905
| +36% | +$264K | ﹤0.01% | 746 |
|
|
2024
Q3 | $708K | Buy |
10,920
+6,700
| +159% | +$435K | ﹤0.01% | 707 |
|
|
2024
Q2 | $225K | Sell |
4,220
-114
| -3% | -$6.09K | ﹤0.01% | 793 |
|
|
2024
Q1 | $233K | Sell |
4,334
-100
| -2% | -$5.38K | ﹤0.01% | 437 |
|
|
2023
Q4 | $275K | Buy |
4,434
+39
| +0.9% | +$2.41K | ﹤0.01% | 293 |
|
|
2023
Q3 | $251K | Sell |
4,395
-16
| -0.4% | -$916 | ﹤0.01% | 249 |
|
|
2023
Q2 | $274K | Sell |
4,411
-1,679
| -28% | -$104K | ﹤0.01% | 249 |
|
|
2023
Q1 | $411K | Buy |
6,090
+2,882
| +90% | +$194K | ﹤0.01% | 224 |
|
|
2022
Q4 | $225K | Buy |
3,208
+574
| +22% | +$40.3K | ﹤0.01% | 252 |
|
|
2022
Q3 | $169K | Sell |
2,634
-1
| -0% | -$64 | ﹤0.01% | 257 |
|
|
2022
Q2 | $186K | Sell |
2,635
-671
| -20% | -$47.4K | ﹤0.01% | 241 |
|
|
2022
Q1 | $239K | Buy |
3,306
+321
| +11% | +$23.2K | ﹤0.01% | 236 |
|
|
2021
Q4 | $202K | Sell |
2,985
-1,115
| -27% | -$75.5K | ﹤0.01% | 252 |
|
|
2021
Q3 | $256K | Sell |
4,100
-29
| -0.7% | -$1.81K | ﹤0.01% | 209 |
|
|
2021
Q2 | $272K | Buy |
4,129
+947
| +30% | +$62.4K | ﹤0.01% | 202 |
|
|
2021
Q1 | $212K | Sell |
3,182
-32
| -1% | -$2.13K | ﹤0.01% | 221 |
|
|
2020
Q4 | $214K | Buy |
+3,214
| New | +$214K | ﹤0.01% | 208 |
|
|
2020
Q2 | – | Sell |
-3,487
| Closed | -$210K | – | 199 |
|
|
2020
Q1 | $210K | Sell |
3,487
-627
| -15% | -$37.8K | ﹤0.01% | 189 |
|
|
2019
Q4 | $261K | Sell |
4,114
-45
| -1% | -$2.86K | ﹤0.01% | 195 |
|
|
2019
Q3 | $270K | Sell |
4,159
-188
| -4% | -$12.2K | ﹤0.01% | 193 |
|
|
2019
Q2 | $259K | Sell |
4,347
-75
| -2% | -$4.47K | ﹤0.01% | 191 |
|
|
2019
Q1 | $249K | Sell |
4,422
-1,768
| -29% | -$99.6K | ﹤0.01% | 190 |
|
|
2018
Q4 | $305K | Sell |
6,190
-714
| -10% | -$35.2K | ﹤0.01% | 189 |
|
|
2018
Q3 | $326K | Buy |
6,904
+1,410
| +26% | +$66.6K | ﹤0.01% | 189 |
|
|
2018
Q2 | $251K | Sell |
5,494
-534
| -9% | -$24.4K | ﹤0.01% | 191 |
|
|
2018
Q1 | $274K | Buy |
6,028
+77
| +1% | +$3.5K | ﹤0.01% | 195 |
|
|
2017
Q4 | $286K | Sell |
5,951
-573
| -9% | -$27.5K | ﹤0.01% | 203 |
|
|
2017
Q3 | $309K | Sell |
6,524
-287
| -4% | -$13.6K | ﹤0.01% | 187 |
|
|
2017
Q2 | $312K | Buy |
6,811
+841
| +14% | +$38.5K | ﹤0.01% | 188 |
|
|
2017
Q1 | $265K | Sell |
5,970
-1,636
| -22% | -$72.6K | ﹤0.01% | 200 |
|
|
2016
Q4 | $309K | Sell |
7,606
-1,336
| -15% | -$54.3K | ﹤0.01% | 197 |
|
|
2016
Q3 | $368K | Buy |
8,942
+242
| +3% | +$9.96K | ﹤0.01% | 187 |
|
|
2016
Q2 | $390K | Sell |
8,700
-2,342
| -21% | -$105K | ﹤0.01% | 188 |
|
|
2016
Q1 | $462K | Sell |
11,042
-7,278
| -40% | -$305K | ﹤0.01% | 174 |
|
|
2015
Q4 | $657K | Buy |
18,320
+3,065
| +20% | +$110K | ﹤0.01% | 168 |
|
|
2015
Q3 | $540K | Sell |
15,255
-2,854
| -16% | -$101K | ﹤0.01% | 181 |
|
|
2015
Q2 | $583K | Sell |
18,109
-7,022
| -28% | -$226K | ﹤0.01% | 181 |
|
|
2015
Q1 | $875K | Sell |
25,131
-2,405
| -9% | -$83.7K | 0.01% | 161 |
|
|
2014
Q4 | $989K | Sell |
27,536
-827
| -3% | -$29.7K | 0.01% | 162 |
|
|
2014
Q3 | $862K | Sell |
28,363
-859
| -3% | -$26.1K | 0.01% | 167 |
|
|
2014
Q2 | $942K | Sell |
29,222
-416
| -1% | -$13.4K | 0.01% | 157 |
|
|
2014
Q1 | $900K | Buy |
+29,638
| New | +$900K | 0.01% | 161 |
|
|
2013
Q4 | – | Sell |
-3,130
| Closed | -$86K | – | 549 |
|
|
2013
Q3 | $86K | Sell |
3,130
-1,325
| -30% | -$36.4K | ﹤0.01% | 251 |
|
|
2013
Q2 | $126K | Buy |
+4,455
| New | +$126K | ﹤0.01% | 236 |
|