MOTCO’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 | $166K | Sell |
2,266
-251
| -10% | -$18.4K | 0.02% | 215 |
|
|
2025
Q1 | $178K | Hold |
2,517
| – | – | 0.02% | 192 |
|
|
2024
Q4 | $170K | Sell |
2,517
-70
| -3% | -$4.73K | 0.02% | 196 |
|
|
2024
Q3 | $169K | Buy |
2,587
+70
| +3% | +$4.57K | 0.02% | 216 |
|
|
2024
Q2 | $134K | Hold |
2,517
| – | – | 0.01% | 306 |
|
|
2024
Q1 | $135K | Hold |
2,517
| – | – | 0.01% | 310 |
|
|
2023
Q4 | $156K | Hold |
2,517
| – | – | 0.01% | 270 |
|
|
2023
Q3 | $144K | Hold |
2,517
| – | – | 0.01% | 260 |
|
|
2023
Q2 | $156K | Buy |
2,517
+251
| +11% | +$15.6K | 0.01% | 253 |
|
|
2023
Q1 | $153K | Sell |
2,266
-858
| -27% | -$57.9K | 0.01% | 245 |
|
|
2022
Q4 | $219K | Sell |
3,124
-887
| -22% | -$62.2K | 0.02% | 219 |
|
|
2022
Q3 | $257K | Buy |
4,011
+2,250
| +128% | +$144K | 0.02% | 201 |
|
|
2022
Q2 | $125K | Hold |
1,761
| – | – | 0.01% | 269 |
|
|
2022
Q1 | $127K | Sell |
1,761
-175
| -9% | -$12.6K | 0.01% | 278 |
|
|
2021
Q4 | $131K | Sell |
1,936
-566
| -23% | -$38.3K | 0.01% | 270 |
|
|
2021
Q3 | $156K | Buy |
2,502
+160
| +7% | +$9.98K | 0.01% | 255 |
|
|
2021
Q2 | $154K | Hold |
2,342
| – | – | 0.01% | 263 |
|
|
2021
Q1 | $156K | Sell |
2,342
-34
| -1% | -$2.27K | 0.01% | 254 |
|
|
2020
Q4 | $158K | Hold |
2,376
| – | – | 0.01% | 257 |
|
|
2020
Q3 | $164K | Sell |
2,376
-400
| -14% | -$27.6K | 0.01% | 236 |
|
|
2020
Q2 | $174K | Buy |
2,776
+400
| +17% | +$25.1K | 0.02% | 213 |
|
|
2020
Q1 | $143K | Buy |
2,376
+34
| +1% | +$2.05K | 0.01% | 223 |
|
|
2019
Q4 | $149K | Sell |
2,342
-3,242
| -58% | -$206K | 0.01% | 237 |
|
|
2019
Q3 | $362K | Sell |
5,584
-16
| -0.3% | -$1.04K | 0.03% | 176 |
|
|
2019
Q2 | $333K | Buy |
5,600
+158
| +3% | +$9.4K | 0.03% | 185 |
|
|
2019
Q1 | $306K | Sell |
5,442
-480
| -8% | -$27K | 0.03% | 184 |
|
|
2018
Q4 | $292K | Hold |
5,922
| – | – | 0.03% | 178 |
|
|
2018
Q3 | $280K | Buy |
5,922
+3,100
| +110% | +$147K | 0.03% | 185 |
|
|
2018
Q2 | $129K | Sell |
2,822
-143
| -5% | -$6.54K | 0.01% | 234 |
|
|
2018
Q1 | $135K | Sell |
2,965
-70
| -2% | -$3.19K | 0.01% | 231 |
|
|
2017
Q4 | $146K | Sell |
3,035
-330
| -10% | -$15.9K | 0.01% | 212 |
|
|
2017
Q3 | $159K | Buy |
3,365
+143
| +4% | +$6.76K | 0.02% | 208 |
|
|
2017
Q2 | $148K | Hold |
3,222
| – | – | 0.02% | 214 |
|
|
2017
Q1 | $143K | Hold |
3,222
| – | – | 0.02% | 203 |
|
|
2016
Q4 | $131K | Hold |
3,222
| – | – | 0.01% | 210 |
|
|
2016
Q3 | $133K | Sell |
3,222
-24
| -0.7% | -$991 | 0.01% | 213 |
|
|
2016
Q2 | $145K | Sell |
3,246
-2,184
| -40% | -$97.6K | 0.02% | 205 |
|
|
2016
Q1 | $227K | Hold |
5,430
| – | – | 0.03% | 178 |
|
|
2015
Q4 | $195K | Buy |
5,430
+335
| +7% | +$12K | 0.02% | 178 |
|
|
2015
Q3 | $180K | Buy |
5,095
+2,533
| +99% | +$89.5K | 0.02% | 187 |
|
|
2015
Q2 | $82K | Hold |
2,562
| – | – | 0.01% | 244 |
|
|
2015
Q1 | $89K | Hold |
2,562
| – | – | 0.01% | 245 |
|
|
2014
Q4 | $92K | Hold |
2,562
| – | – | 0.01% | 257 |
|
|
2014
Q3 | $78K | Hold |
2,562
| – | – | 0.01% | 261 |
|
|
2014
Q2 | $83K | Hold |
2,562
| – | – | 0.01% | 250 |
|
|
2014
Q1 | $78K | Sell |
2,562
-550
| -18% | -$16.7K | 0.01% | 252 |
|
|
2013
Q4 | $87K | Buy |
3,112
+480
| +18% | +$13.4K | 0.01% | 246 |
|
|
2013
Q3 | $73K | Sell |
2,632
-340
| -11% | -$9.43K | 0.01% | 263 |
|
|
2013
Q2 | $84K | Buy |
+2,972
| New | +$84K | 0.01% | 256 |
|