MWM
Mission Wealth Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $963K | Buy |
14,143
+249
| +2% | +$17K | 0.02% | 318 |
|
|
2025
Q1 | $984K | Sell |
13,894
-629
| -4% | -$44.5K | 0.02% | 290 |
|
|
2024
Q4 | $981K | Buy |
14,523
+917
| +7% | +$61.9K | 0.02% | 277 |
|
|
2024
Q3 | $888K | Sell |
13,606
-4,870
| -26% | -$318K | 0.02% | 303 |
|
|
2024
Q2 | $987K | Sell |
18,476
-6,053
| -25% | -$323K | 0.03% | 257 |
|
|
2024
Q1 | $1.32M | Sell |
24,529
-14,438
| -37% | -$776K | 0.03% | 223 |
|
|
2023
Q4 | $2.41M | Buy |
38,967
+3,330
| +9% | +$206K | 0.08% | 123 |
|
|
2023
Q3 | $2.04M | Sell |
35,637
-2,208
| -6% | -$126K | 0.08% | 128 |
|
|
2023
Q2 | $2.35M | Sell |
37,845
-8,108
| -18% | -$504K | 0.09% | 114 |
|
|
2023
Q1 | $3.1M | Sell |
45,953
-209
| -0.5% | -$14.1K | 0.13% | 88 |
|
|
2022
Q4 | $3.24M | Sell |
46,162
-7,090
| -13% | -$497K | 0.15% | 81 |
|
|
2022
Q3 | $3.41M | Buy |
53,252
+1,329
| +3% | +$85.1K | 0.18% | 77 |
|
|
2022
Q2 | $3.67M | Buy |
51,923
+7,736
| +18% | +$547K | 0.19% | 69 |
|
|
2022
Q1 | $3.19M | Buy |
44,187
+25,484
| +136% | +$1.84M | 0.15% | 82 |
|
|
2021
Q4 | $1.27M | Buy |
18,703
+13,471
| +257% | +$912K | 0.06% | 157 |
|
|
2021
Q3 | $327K | Hold |
5,232
| – | – | 0.02% | 373 |
|
|
2021
Q2 | $345K | Sell |
5,232
-52
| -1% | -$3.43K | 0.02% | 356 |
|
|
2021
Q1 | $351K | Buy |
5,284
+35
| +0.7% | +$2.33K | 0.02% | 327 |
|
|
2020
Q4 | $350K | Hold |
5,249
| – | – | 0.02% | 313 |
|
|
2020
Q3 | $362K | Sell |
5,249
-1,000
| -16% | -$69K | 0.03% | 245 |
|
|
2020
Q2 | $391K | Buy |
6,249
+17
| +0.3% | +$1.06K | 0.03% | 211 |
|
|
2020
Q1 | $376K | Buy |
6,232
+1,250
| +25% | +$75.4K | 0.04% | 187 |
|
|
2019
Q4 | $316K | Buy |
4,982
+412
| +9% | +$26.1K | 0.03% | 245 |
|
|
2019
Q3 | $297K | Buy |
4,570
+300
| +7% | +$19.5K | 0.03% | 236 |
|
|
2019
Q2 | $254K | Sell |
4,270
-555
| -12% | -$33K | 0.03% | 260 |
|
|
2019
Q1 | $271K | Buy |
+4,825
| New | +$271K | 0.03% | 244 |
|