LWA
Lowe Wealth Advisors’s Xcel Energy XEL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $44.8K | Hold |
658
| – | – | 0.02% | 151 |
|
2025
Q1 | $46.6K | Hold |
658
| – | – | 0.02% | 141 |
|
2024
Q4 | $44.4K | Hold |
658
| – | – | 0.02% | 140 |
|
2024
Q3 | $43K | Hold |
658
| – | – | 0.02% | 138 |
|
2024
Q2 | $35.1K | Hold |
658
| – | – | 0.02% | 145 |
|
2024
Q1 | $35.4K | Hold |
658
| – | – | 0.02% | 134 |
|
2023
Q4 | $40.7K | Hold |
658
| – | – | 0.02% | 128 |
|
2023
Q3 | $37.7K | Hold |
658
| – | – | 0.02% | 123 |
|
2023
Q2 | $40.9K | Hold |
658
| – | – | 0.02% | 123 |
|
2023
Q1 | $44.4K | Hold |
658
| – | – | 0.02% | 108 |
|
2022
Q4 | $46.1K | Hold |
658
| – | – | 0.03% | 109 |
|
2022
Q3 | $42K | Hold |
658
| – | – | 0.02% | 105 |
|
2022
Q2 | $47K | Hold |
658
| – | – | 0.03% | 97 |
|
2022
Q1 | $47K | Hold |
658
| – | – | 0.02% | 107 |
|
2021
Q4 | $45K | Hold |
658
| – | – | 0.02% | 107 |
|
2021
Q3 | $41K | Hold |
658
| – | – | 0.02% | 105 |
|
2021
Q2 | $43K | Hold |
658
| – | – | 0.02% | 100 |
|
2021
Q1 | $44K | Hold |
658
| – | – | 0.02% | 93 |
|
2020
Q4 | $44K | Hold |
658
| – | – | 0.02% | 92 |
|
2020
Q3 | $45K | Hold |
658
| – | – | 0.03% | 77 |
|
2020
Q2 | $41K | Hold |
658
| – | – | 0.02% | 76 |
|
2020
Q1 | $40K | Hold |
658
| – | – | 0.03% | 70 |
|
2019
Q4 | $42K | Hold |
658
| – | – | 0.02% | 73 |
|
2019
Q3 | $43K | Hold |
658
| – | – | 0.03% | 68 |
|
2019
Q2 | $39K | Hold |
658
| – | – | 0.02% | 75 |
|
2019
Q1 | $36K | Hold |
658
| – | – | 0.02% | 74 |
|
2018
Q4 | $32K | Hold |
658
| – | – | 0.02% | 74 |
|
2018
Q3 | $31K | Hold |
658
| – | – | 0.02% | 89 |
|
2018
Q2 | $30K | Hold |
658
| – | – | 0.02% | 89 |
|
2018
Q1 | $30K | Hold |
658
| – | – | 0.02% | 91 |
|
2017
Q4 | $32K | Hold |
658
| – | – | 0.02% | 83 |
|
2017
Q3 | $31K | Hold |
658
| – | – | 0.02% | 86 |
|
2017
Q2 | $30K | Hold |
658
| – | – | 0.02% | 77 |
|
2017
Q1 | $29K | Hold |
658
| – | – | 0.02% | 79 |
|
2016
Q4 | $27K | Hold |
658
| – | – | 0.02% | 81 |
|
2016
Q3 | $27K | Hold |
658
| – | – | 0.02% | 84 |
|
2016
Q2 | $29K | Hold |
658
| – | – | 0.02% | 75 |
|
2016
Q1 | $28K | Hold |
658
| – | – | 0.02% | 74 |
|
2015
Q4 | $24K | Hold |
658
| – | – | 0.02% | 77 |
|
2015
Q3 | $23K | Hold |
658
| – | – | 0.02% | 82 |
|
2015
Q2 | $21K | Hold |
658
| – | – | 0.01% | 101 |
|
2015
Q1 | $23K | Hold |
658
| – | – | 0.02% | 96 |
|
2014
Q4 | $24K | Buy |
+658
| New | +$24K | 0.02% | 95 |
|