Kingsview Wealth Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $802K | Buy |
10,092
+512
| +5% | +$40.2K | 0.01% | 744 |
|
|
2025
Q4 | $708K | Buy |
9,580
+241
| +3% | +$19K | 0.01% | 736 |
|
|
2025
Q3 | $753K | Buy |
9,339
+1,622
| +21% | +$117K | 0.01% | 681 |
|
|
2025
Q2 | $525K | Buy |
7,717
+821
| +12% | +$56.9K | 0.01% | 751 |
|
|
2025
Q1 | $488K | Sell |
6,896
-1,792
| -21% | -$122K | 0.01% | 730 |
|
|
2024
Q4 | $587K | Sell |
8,688
-595
| -6% | -$39.9K | 0.01% | 691 |
|
|
2024
Q3 | $606K | Buy |
9,283
+667
| +8% | +$39.6K | 0.01% | 653 |
|
|
2024
Q2 | $460K | Sell |
8,616
-2,145
| -20% | -$117K | 0.01% | 710 |
|
|
2024
Q1 | $578K | Sell |
10,761
-259
| -2% | -$14.8K | 0.01% | 629 |
|
|
2023
Q4 | $682K | Sell |
11,020
-2,441
| -18% | -$146K | 0.02% | 569 |
|
|
2023
Q3 | $770K | Buy |
13,461
+7,421
| +123% | +$446K | 0.03% | 503 |
|
|
2023
Q2 | $375K | Buy |
6,040
+1,087
| +22% | +$72.6K | 0.01% | 668 |
|
|
2023
Q1 | $334K | Buy |
4,953
+361
| +8% | +$24.4K | 0.01% | 675 |
|
|
2022
Q4 | $322K | Sell |
4,592
-879
| -16% | -$58.5K | 0.01% | 645 |
|
|
2022
Q3 | $350K | Buy |
5,471
+514
| +10% | +$37.4K | 0.02% | 597 |
|
|
2022
Q2 | $351K | Sell |
4,957
-28
| -0.6% | -$2.04K | 0.02% | 614 |
|
|
2022
Q1 | $360K | Sell |
4,985
-95
| -2% | -$6.53K | 0.02% | 651 |
|
|
2021
Q4 | $344K | Sell |
5,080
-217
| -4% | -$14.1K | 0.01% | 678 |
|
|
2021
Q3 | $331K | Sell |
5,297
-274
| -5% | -$18.5K | 0.02% | 657 |
|
|
2021
Q2 | $373K | Buy |
5,571
+645
| +13% | +$44.9K | 0.02% | 641 |
|
|
2021
Q1 | $329K | Sell |
4,926
-762
| -13% | -$48.2K | 0.02% | 611 |
|
|
2020
Q4 | $379K | Buy |
5,688
+107
| +2% | +$7.46K | 0.03% | 508 |
|
|
2020
Q3 | $385K | Buy |
5,581
+747
| +15% | +$51K | 0.03% | 426 |
|
|
2020
Q2 | $302K | Sell |
4,834
-108
| -2% | -$6.81K | 0.03% | 436 |
|
|
2020
Q1 | $298K | Buy |
4,942
+570
| +13% | +$37.1K | 0.04% | 363 |
|
|
2019
Q4 | $278K | Buy |
4,372
+740
| +20% | +$46.3K | 0.03% | 380 |
|
|
2019
Q3 | $236K | Buy |
+3,632
| New | +$226K | 0.04% | 381 |
|
|
2019
Q2 | – | Sell |
-4,634
| Closed | -$261K | – | 532 |
|
|
2019
Q1 | $261K | Buy |
+4,634
| New | +$246K | 0.04% | 384 |
|
Other funds holding XEL
VCM
VPM
