Koshinski Asset Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $800K | Sell |
11,750
-26
| -0.2% | -$1.77K | 0.06% | 308 |
|
|
2025
Q1 | $834K | Buy |
11,776
+111
| +1% | +$7.86K | 0.07% | 285 |
|
|
2024
Q4 | $788M | Buy |
11,665
+1
| +0% | +$67.5K | 0.07% | 283 |
|
|
2024
Q3 | $762K | Sell |
11,664
-2,731
| -19% | -$178K | 0.07% | 293 |
|
|
2024
Q2 | $755K | Sell |
14,395
-1,537
| -10% | -$80.6K | 0.07% | 266 |
|
|
2024
Q1 | $856K | Sell |
15,932
-1,698
| -10% | -$91.3K | 0.09% | 230 |
|
|
2023
Q4 | $1.09M | Buy |
17,630
+72
| +0.4% | +$4.46K | 0.17% | 171 |
|
|
2023
Q3 | $1M | Sell |
17,558
-4,269
| -20% | -$244K | 0.12% | 181 |
|
|
2023
Q2 | $1.36M | Buy |
+21,827
| New | +$1.36M | 0.15% | 151 |
|
|
2023
Q1 | – | Sell |
-57,502
| Closed | -$4.03M | – | 639 |
|
|
2022
Q4 | $4.03M | Sell |
57,502
-211
| -0.4% | -$14.8K | 0.39% | 55 |
|
|
2022
Q3 | $3.69M | Buy |
57,713
+3,297
| +6% | +$211K | 0.44% | 52 |
|
|
2022
Q2 | $3.85M | Sell |
54,416
-4,028
| -7% | -$285K | 0.38% | 59 |
|
|
2022
Q1 | $4.22M | Buy |
58,444
+19,019
| +48% | +$1.37M | 0.35% | 64 |
|
|
2021
Q4 | $2.67M | Buy |
39,425
+11,699
| +42% | +$792K | 0.22% | 102 |
|
|
2021
Q3 | $1.73M | Buy |
27,726
+11,844
| +75% | +$740K | 0.15% | 152 |
|
|
2021
Q2 | $1.05M | Sell |
15,882
-10,810
| -40% | -$712K | 0.13% | 184 |
|
|
2021
Q1 | $1.78M | Sell |
26,692
-26,266
| -50% | -$1.75M | 0.19% | 132 |
|
|
2020
Q4 | $2.81M | Buy |
52,958
+16,267
| +44% | +$863K | 0.36% | 70 |
|
|
2020
Q3 | $2.7K | Buy |
36,691
+5,890
| +19% | +$434 | 0.36% | 66 |
|
|
2020
Q2 | $1.93M | Buy |
30,801
+1
| +0% | +$62 | 0.31% | 82 |
|
|
2020
Q1 | $1.86M | Buy |
30,800
+2
| +0% | +$121 | 0.39% | 61 |
|
|
2019
Q4 | $1.95M | Buy |
+30,798
| New | +$1.95M | 0.34% | 76 |
|
|
2019
Q3 | – | Sell |
-30,577
| Closed | -$1.82M | – | 279 |
|
|
2019
Q2 | $1.82M | Sell |
30,577
-217
| -0.7% | -$12.9K | 0.74% | 30 |
|
|
2019
Q1 | $1.73K | Buy |
30,794
+2
| +0% | – | 0.46% | 53 |
|
|
2018
Q4 | $1.52M | Buy |
30,792
+1
| +0% | +$49 | 0.37% | 78 |
|
|
2018
Q3 | $1.45M | Buy |
30,791
+15,002
| +95% | +$708K | 0.21% | 149 |
|
|
2018
Q2 | $721K | Sell |
15,789
-4,998
| -24% | -$228K | 0.22% | 145 |
|
|
2018
Q1 | $945K | Sell |
20,787
-136
| -0.7% | -$6.18K | 0.29% | 112 |
|
|
2017
Q4 | $1.01M | Buy |
20,923
+102
| +0.5% | +$4.91K | 0.25% | 129 |
|
|
2017
Q3 | $985K | Sell |
20,821
-38
| -0.2% | -$1.8K | 0.32% | 98 |
|
|
2017
Q2 | $957K | Buy |
20,859
+78
| +0.4% | +$3.58K | 0.35% | 88 |
|
|
2017
Q1 | $924K | Buy |
20,781
+202
| +1% | +$8.98K | 0.36% | 88 |
|
|
2016
Q4 | $838K | Sell |
20,579
-348
| -2% | -$14.2K | 0.42% | 77 |
|
|
2016
Q3 | $861K | Buy |
+20,927
| New | +$861K | 0.43% | 79 |
|
|
2016
Q2 | – | Sell |
-20,574
| Closed | -$860K | – | 271 |
|
|
2016
Q1 | $860K | Buy |
20,574
+1
| +0% | +$42 | 0.56% | 54 |
|
|
2015
Q4 | $739K | Sell |
20,573
-412
| -2% | -$14.8K | 0.52% | 53 |
|
|
2015
Q3 | $675K | Buy |
+20,985
| New | +$675K | 0.43% | 67 |
|