Kestra Private Wealth 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 | $719K | Buy |
10,551
+935
| +10% | +$63.7K | 0.01% | 874 |
|
|
2025
Q1 | $681K | Buy |
9,616
+254
| +3% | +$18K | 0.01% | 827 |
|
|
2024
Q4 | $632K | Buy |
9,362
+1,040
| +12% | +$70.2K | 0.01% | 825 |
|
|
2024
Q3 | $543K | Buy |
8,322
+76
| +0.9% | +$4.96K | 0.01% | 840 |
|
|
2024
Q2 | $440K | Sell |
8,246
-578
| -7% | -$30.9K | 0.01% | 886 |
|
|
2024
Q1 | $474K | Sell |
8,824
-1,619
| -16% | -$87K | 0.01% | 818 |
|
|
2023
Q4 | $647K | Buy |
10,443
+2,850
| +38% | +$176K | 0.02% | 640 |
|
|
2023
Q3 | $434K | Buy |
7,593
+1,208
| +19% | +$69.1K | 0.01% | 718 |
|
|
2023
Q2 | $397K | Buy |
6,385
+933
| +17% | +$58K | 0.01% | 722 |
|
|
2023
Q1 | $368K | Buy |
5,452
+567
| +12% | +$38.2K | 0.01% | 702 |
|
|
2022
Q4 | $343K | Buy |
4,885
+61
| +1% | +$4.28K | 0.02% | 633 |
|
|
2022
Q3 | $309K | Buy |
4,824
+360
| +8% | +$23.1K | 0.02% | 640 |
|
|
2022
Q2 | $316K | Sell |
4,464
-1,379
| -24% | -$97.6K | 0.02% | 641 |
|
|
2022
Q1 | $422K | Buy |
5,843
+1,451
| +33% | +$105K | 0.02% | 633 |
|
|
2021
Q4 | $297K | Buy |
4,392
+305
| +7% | +$20.6K | 0.01% | 768 |
|
|
2021
Q3 | $255K | Sell |
4,087
-54
| -1% | -$3.37K | 0.01% | 774 |
|
|
2021
Q2 | $273K | Buy |
4,141
+5
| +0.1% | +$330 | 0.02% | 710 |
|
|
2021
Q1 | $275K | Buy |
+4,136
| New | +$275K | 0.02% | 628 |
|
|
2020
Q4 | – | Sell |
-15,579
| Closed | -$1.08M | – | 787 |
|
|
2020
Q3 | $1.08M | Buy |
+15,579
| New | +$1.08M | 0.09% | 224 |
|