LPL Financial’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 | $112M | Buy |
1,650,953
+109,383
| +7% | +$7.45M | 0.04% | 436 |
|
|
2025
Q1 | $109M | Buy |
1,541,570
+156,802
| +11% | +$11.1M | 0.04% | 394 |
|
|
2024
Q4 | $93.5M | Buy |
1,384,768
+99,389
| +8% | +$6.71M | 0.04% | 420 |
|
|
2024
Q3 | $83.9M | Buy |
1,285,379
+13,885
| +1% | +$907K | 0.04% | 434 |
|
|
2024
Q2 | $67.9M | Buy |
1,271,494
+350,056
| +38% | +$18.7M | 0.03% | 465 |
|
|
2024
Q1 | $49.5M | Buy |
921,438
+21,876
| +2% | +$1.18M | 0.03% | 553 |
|
|
2023
Q4 | $55.7M | Buy |
899,562
+208,946
| +30% | +$12.9M | 0.03% | 465 |
|
|
2023
Q3 | $39.5M | Buy |
690,616
+138,004
| +25% | +$7.9M | 0.03% | 533 |
|
|
2023
Q2 | $34.4M | Buy |
552,612
+19,113
| +4% | +$1.19M | 0.02% | 569 |
|
|
2023
Q1 | $36M | Buy |
533,499
+41,038
| +8% | +$2.77M | 0.03% | 507 |
|
|
2022
Q4 | $34.5M | Buy |
492,461
+29,458
| +6% | +$2.07M | 0.03% | 493 |
|
|
2022
Q3 | $29.6M | Buy |
463,003
+66,263
| +17% | +$4.24M | 0.03% | 494 |
|
|
2022
Q2 | $28.1M | Buy |
396,740
+20,386
| +5% | +$1.44M | 0.03% | 507 |
|
|
2022
Q1 | $27.2M | Buy |
376,354
+17,142
| +5% | +$1.24M | 0.02% | 545 |
|
|
2021
Q4 | $24.3M | Buy |
359,212
+15,166
| +4% | +$1.03M | 0.02% | 601 |
|
|
2021
Q3 | $21.5M | Buy |
344,046
+17,414
| +5% | +$1.09M | 0.02% | 597 |
|
|
2021
Q2 | $21.5M | Buy |
326,632
+9,473
| +3% | +$624K | 0.02% | 570 |
|
|
2021
Q1 | $21.1M | Buy |
317,159
+14,828
| +5% | +$986K | 0.02% | 523 |
|
|
2020
Q4 | $20.2M | Buy |
302,331
+22,912
| +8% | +$1.53M | 0.03% | 474 |
|
|
2020
Q3 | $19.3M | Buy |
279,419
+10,987
| +4% | +$758K | 0.03% | 409 |
|
|
2020
Q2 | $16.8M | Buy |
268,432
+21,571
| +9% | +$1.35M | 0.03% | 426 |
|
|
2020
Q1 | $14.9M | Buy |
246,861
+34,654
| +16% | +$2.09M | 0.03% | 387 |
|
|
2019
Q4 | $13.5M | Buy |
212,207
+16,619
| +8% | +$1.06M | 0.02% | 477 |
|
|
2019
Q3 | $12.7M | Sell |
195,588
-9,215
| -4% | -$598K | 0.03% | 456 |
|
|
2019
Q2 | $12.2M | Buy |
204,803
+13,650
| +7% | +$812K | 0.03% | 454 |
|
|
2019
Q1 | $10.7M | Sell |
191,153
-9,430
| -5% | -$530K | 0.02% | 467 |
|
|
2018
Q4 | $9.88M | Sell |
200,583
-1,822
| -0.9% | -$89.8K | 0.03% | 443 |
|
|
2018
Q3 | $9.56M | Sell |
202,405
-2,000
| -1% | -$94.4K | 0.02% | 504 |
|
|
2018
Q2 | $9.34M | Buy |
204,405
+4,707
| +2% | +$215K | 0.02% | 479 |
|
|
2018
Q1 | $9.08M | Buy |
199,698
+19,840
| +11% | +$902K | 0.03% | 482 |
|
|
2017
Q4 | $8.65M | Buy |
179,858
+92,613
| +106% | +$4.46M | 0.03% | 451 |
|
|
2017
Q3 | $4.13M | Sell |
87,245
-750
| -0.9% | -$35.5K | 0.01% | 665 |
|
|
2017
Q2 | $4.04M | Buy |
87,995
+27,556
| +46% | +$1.26M | 0.02% | 636 |
|
|
2017
Q1 | $2.68M | Buy |
60,439
+2,115
| +4% | +$93.9K | 0.02% | 689 |
|
|
2016
Q4 | $2.37M | Buy |
58,324
+39,104
| +203% | +$1.59M | 0.02% | 718 |
|
|
2016
Q3 | $761K | Buy |
19,220
+8,522
| +80% | +$337K | 0.01% | 1400 |
|
|
2016
Q2 | $485K | Sell |
10,698
-84,451
| -89% | -$3.83M | ﹤0.01% | 1701 |
|
|
2016
Q1 | $3.9M | Sell |
95,149
-9,300
| -9% | -$381K | 0.01% | 836 |
|
|
2015
Q4 | $3.77M | Buy |
104,449
+54,988
| +111% | +$1.98M | 0.01% | 838 |
|
|
2015
Q3 | $1.76M | Sell |
49,461
-4,394
| -8% | -$156K | 0.01% | 898 |
|
|
2015
Q2 | $1.77M | Buy |
53,855
+4,065
| +8% | +$134K | 0.01% | 984 |
|
|
2015
Q1 | $1.74M | Sell |
49,790
-4,031
| -7% | -$141K | 0.01% | 990 |
|
|
2014
Q4 | $1.93M | Sell |
53,821
-262
| -0.5% | -$9.41K | 0.01% | 897 |
|
|
2014
Q3 | $1.65M | Buy |
54,083
+10,404
| +24% | +$317K | 0.01% | 970 |
|
|
2014
Q2 | $1.41M | Sell |
43,679
-1,362
| -3% | -$43.9K | 0.01% | 1101 |
|
|
2014
Q1 | $1.37M | Sell |
45,041
-9,935
| -18% | -$302K | 0.01% | 1064 |
|
|
2013
Q4 | $1.54M | Buy |
54,976
+12,859
| +31% | +$359K | 0.01% | 983 |
|
|
2013
Q3 | $1.18M | Buy |
42,117
+1,274
| +3% | +$35.7K | 0.01% | 1086 |
|
|
2013
Q2 | $1.16M | Buy |
+40,843
| New | +$1.16M | 0.01% | 1041 |
|