KCM Investment 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 | $505K | Hold |
7,409
| – | – | 0.02% | 266 |
|
|
2025
Q1 | $524K | Hold |
7,409
| – | – | 0.02% | 256 |
|
|
2024
Q4 | $500K | Hold |
7,409
| – | – | 0.02% | 257 |
|
|
2024
Q3 | $484K | Sell |
7,409
-900
| -11% | -$58.8K | 0.02% | 268 |
|
|
2024
Q2 | $444K | Buy |
8,309
+900
| +12% | +$48.1K | 0.02% | 271 |
|
|
2024
Q1 | $398K | Buy |
7,409
+994
| +15% | +$53.4K | 0.01% | 282 |
|
|
2023
Q4 | $397K | Hold |
6,415
| – | – | 0.02% | 275 |
|
|
2023
Q3 | $367K | Sell |
6,415
-952
| -13% | -$54.5K | 0.02% | 277 |
|
|
2023
Q2 | $458K | Sell |
7,367
-495
| -6% | -$30.8K | 0.02% | 270 |
|
|
2023
Q1 | $530K | Sell |
7,862
-353
| -4% | -$23.8K | 0.02% | 263 |
|
|
2022
Q4 | $576K | Hold |
8,215
| – | – | 0.02% | 252 |
|
|
2022
Q3 | $526K | Hold |
8,215
| – | – | 0.02% | 244 |
|
|
2022
Q2 | $581K | Hold |
8,215
| – | – | 0.03% | 250 |
|
|
2022
Q1 | $593K | Buy |
8,215
+1,800
| +28% | +$130K | 0.02% | 261 |
|
|
2021
Q4 | $434K | Buy |
6,415
+500
| +8% | +$33.8K | 0.02% | 307 |
|
|
2021
Q3 | $370K | Hold |
5,915
| – | – | 0.01% | 305 |
|
|
2021
Q2 | $390K | Hold |
5,915
| – | – | 0.02% | 300 |
|
|
2021
Q1 | $393K | Hold |
5,915
| – | – | 0.02% | 275 |
|
|
2020
Q4 | $394K | Hold |
5,915
| – | – | 0.02% | 264 |
|
|
2020
Q3 | $408K | Hold |
5,915
| – | – | 0.02% | 235 |
|
|
2020
Q2 | $370K | Hold |
5,915
| – | – | 0.02% | 255 |
|
|
2020
Q1 | $357K | Hold |
5,915
| – | – | 0.02% | 247 |
|
|
2019
Q4 | $376K | Sell |
5,915
-2,956
| -33% | -$188K | 0.02% | 270 |
|
|
2019
Q3 | $576K | Hold |
8,871
| – | – | 0.03% | 221 |
|
|
2019
Q2 | $528K | Buy |
8,871
+2,900
| +49% | +$173K | 0.03% | 228 |
|
|
2019
Q1 | $336K | Hold |
5,971
| – | – | 0.02% | 265 |
|
|
2018
Q4 | $294K | Buy |
5,971
+615
| +11% | +$30.3K | 0.02% | 417 |
|
|
2018
Q3 | $253K | Sell |
5,356
-105
| -2% | -$4.96K | 0.01% | 460 |
|
|
2018
Q2 | $249K | Hold |
5,461
| – | – | 0.02% | 463 |
|
|
2018
Q1 | $248K | Hold |
5,461
| – | – | 0.02% | 466 |
|
|
2017
Q4 | $263K | Hold |
5,461
| – | – | 0.02% | 460 |
|
|
2017
Q3 | $258K | Hold |
5,461
| – | – | 0.02% | 460 |
|
|
2017
Q2 | $251K | Hold |
5,461
| – | – | 0.02% | 476 |
|
|
2017
Q1 | $243K | Hold |
5,461
| – | – | 0.02% | 482 |
|
|
2016
Q4 | $222K | Hold |
5,461
| – | – | 0.01% | 494 |
|
|
2016
Q3 | $225K | Hold |
5,461
| – | – | 0.02% | 501 |
|
|
2016
Q2 | $245K | Hold |
5,461
| – | – | 0.02% | 473 |
|
|
2016
Q1 | $228K | Sell |
5,461
-6,004
| -52% | -$251K | 0.02% | 478 |
|
|
2015
Q4 | $412K | Buy |
11,465
+5,000
| +77% | +$180K | 0.03% | 368 |
|
|
2015
Q3 | $229K | Sell |
6,465
-500
| -7% | -$17.7K | 0.02% | 471 |
|
|
2015
Q2 | $224K | Sell |
6,965
-334
| -5% | -$10.7K | 0.02% | 492 |
|
|
2015
Q1 | $254K | Sell |
7,299
-5,000
| -41% | -$174K | 0.02% | 463 |
|
|
2014
Q4 | $442K | Buy |
12,299
+5,000
| +69% | +$180K | 0.04% | 353 |
|
|
2014
Q3 | $222K | Buy |
+7,299
| New | +$222K | 0.02% | 463 |
|