Kestra Advisory Services’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 | $3.65M | Buy |
53,547
+5,848
| +12% | +$398K | 0.02% | 780 |
|
|
2025
Q1 | $3.38M | Sell |
47,699
-2,221
| -4% | -$157K | 0.02% | 746 |
|
|
2024
Q4 | $3.37M | Buy |
49,920
+1,653
| +3% | +$112K | 0.02% | 749 |
|
|
2024
Q3 | $3.15M | Sell |
48,267
-2,178
| -4% | -$142K | 0.02% | 744 |
|
|
2024
Q2 | $2.69M | Buy |
50,445
+3,454
| +7% | +$184K | 0.02% | 819 |
|
|
2024
Q1 | $2.53M | Sell |
46,991
-25,213
| -35% | -$1.36M | 0.02% | 776 |
|
|
2023
Q4 | $4.47M | Buy |
72,204
+1,003
| +1% | +$62.1K | 0.04% | 496 |
|
|
2023
Q3 | $4.07M | Buy |
71,201
+26,588
| +60% | +$1.52M | 0.04% | 453 |
|
|
2023
Q2 | $2.77M | Sell |
44,613
-3,156
| -7% | -$196K | 0.03% | 562 |
|
|
2023
Q1 | $3.22M | Sell |
47,769
-1,611
| -3% | -$109K | 0.03% | 488 |
|
|
2022
Q4 | $3.46M | Sell |
49,380
-34,921
| -41% | -$2.45M | 0.03% | 545 |
|
|
2022
Q3 | $5.4M | Buy |
84,301
+37,350
| +80% | +$2.39M | 0.06% | 357 |
|
|
2022
Q2 | $3.32M | Sell |
46,951
-7,442
| -14% | -$527K | 0.03% | 481 |
|
|
2022
Q1 | $3.93M | Buy |
54,393
+3,766
| +7% | +$272K | 0.04% | 438 |
|
|
2021
Q4 | $3.43M | Buy |
50,627
+1,471
| +3% | +$99.6K | 0.03% | 487 |
|
|
2021
Q3 | $3.07M | Buy |
49,156
+294
| +0.6% | +$18.4K | 0.03% | 553 |
|
|
2021
Q2 | $3.22M | Sell |
48,862
-544
| -1% | -$35.8K | 0.04% | 492 |
|
|
2021
Q1 | $3.29M | Sell |
49,406
-27,176
| -35% | -$1.81M | 0.04% | 441 |
|
|
2020
Q4 | $5.03M | Buy |
76,582
+37,200
| +94% | +$2.44M | 0.06% | 331 |
|
|
2020
Q3 | $2.72M | Buy |
+39,382
| New | +$2.72M | 0.05% | 356 |
|