Laurel Wealth Advisors (North Carolina)’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 | $230K | Buy |
15,663
+15,433
| +6,710% | +$227K | ﹤0.01% | 421 |
|
|
2025
Q1 | $16.3K | Hold |
230
| – | – | ﹤0.01% | 429 |
|
|
2024
Q4 | $15.5K | Hold |
230
| – | – | ﹤0.01% | 442 |
|
|
2024
Q3 | $15K | Hold |
230
| – | – | ﹤0.01% | 427 |
|
|
2024
Q2 | $12.3K | Hold |
230
| – | – | ﹤0.01% | 413 |
|
|
2024
Q1 | $12.4K | Hold |
230
| – | – | ﹤0.01% | 419 |
|
|
2023
Q4 | $14.2K | Hold |
230
| – | – | ﹤0.01% | 376 |
|
|
2023
Q3 | $13.2K | Hold |
230
| – | – | ﹤0.01% | 382 |
|
|
2023
Q2 | $14.3K | Hold |
230
| – | – | ﹤0.01% | 381 |
|
|
2023
Q1 | $15.5K | Sell |
230
-30
| -12% | -$2.02K | ﹤0.01% | 373 |
|
|
2022
Q4 | $18.2K | Sell |
260
-40
| -13% | -$2.8K | ﹤0.01% | 340 |
|
|
2022
Q3 | $19K | Hold |
300
| – | – | ﹤0.01% | 338 |
|
|
2022
Q2 | $21K | Hold |
300
| – | – | 0.01% | 330 |
|
|
2022
Q1 | $22K | Hold |
300
| – | – | ﹤0.01% | 337 |
|
|
2021
Q4 | $20K | Hold |
300
| – | – | ﹤0.01% | 347 |
|
|
2021
Q3 | $19K | Sell |
300
-41
| -12% | -$2.6K | ﹤0.01% | 347 |
|
|
2021
Q2 | $22K | Buy |
341
+41
| +14% | +$2.65K | ﹤0.01% | 369 |
|
|
2021
Q1 | $20K | Hold |
300
| – | – | ﹤0.01% | 353 |
|
|
2020
Q4 | $20K | Hold |
300
| – | – | 0.01% | 351 |
|
|
2020
Q3 | $21K | Hold |
300
| – | – | 0.01% | 312 |
|
|
2020
Q2 | $19K | Hold |
300
| – | – | 0.01% | 318 |
|
|
2020
Q1 | $18K | Hold |
300
| – | – | 0.01% | 302 |
|
|
2019
Q4 | $19K | Hold |
300
| – | – | 0.01% | 329 |
|
|
2019
Q3 | $19K | Hold |
300
| – | – | 0.01% | 323 |
|
|
2019
Q2 | $18K | Hold |
300
| – | – | 0.01% | 330 |
|
|
2019
Q1 | $17K | Hold |
300
| – | – | 0.01% | 324 |
|
|
2018
Q4 | $15K | Buy |
+300
| New | +$15K | 0.01% | 320 |
|