NewEdge Advisors’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 | $4.53M | Buy |
66,476
+1,374
| +2% | +$93.6K | 0.02% | 605 |
|
|
2025
Q1 | $4.61M | Buy |
65,102
+2,391
| +4% | +$169K | 0.03% | 532 |
|
|
2024
Q4 | $4.23M | Sell |
62,711
-3,241
| -5% | -$219K | 0.03% | 557 |
|
|
2024
Q3 | $4.31M | Sell |
65,952
-5,900
| -8% | -$385K | 0.03% | 534 |
|
|
2024
Q2 | $3.84M | Sell |
71,852
-2,506
| -3% | -$134K | 0.03% | 531 |
|
|
2024
Q1 | $4M | Sell |
74,358
-6,633
| -8% | -$357K | 0.03% | 457 |
|
|
2023
Q4 | $4.99M | Sell |
80,991
-710
| -0.9% | -$43.8K | 0.05% | 353 |
|
|
2023
Q3 | $4.67M | Sell |
81,701
-16,386
| -17% | -$938K | 0.05% | 334 |
|
|
2023
Q2 | $6.1M | Sell |
98,087
-3,685
| -4% | -$229K | 0.07% | 283 |
|
|
2023
Q1 | $6.86M | Buy |
101,772
+169
| +0.2% | +$11.4K | 0.09% | 235 |
|
|
2022
Q4 | $475K | Sell |
101,603
-5,558
| -5% | -$26K | 0.01% | 807 |
|
|
2022
Q3 | $6.86M | Buy |
107,161
+33,312
| +45% | +$2.13M | 0.11% | 190 |
|
|
2022
Q2 | $5.23M | Buy |
73,849
+1,428
| +2% | +$101K | 0.09% | 227 |
|
|
2022
Q1 | $5.23M | Buy |
72,421
+3,709
| +5% | +$268K | 0.08% | 230 |
|
|
2021
Q4 | $4.65M | Sell |
68,712
-314
| -0.5% | -$21.3K | 0.07% | 264 |
|
|
2021
Q3 | $4.31M | Sell |
69,026
-1,416
| -2% | -$88.5K | 0.11% | 191 |
|
|
2021
Q2 | $4.64M | Buy |
70,442
+1,168
| +2% | +$77K | 0.12% | 177 |
|
|
2021
Q1 | $4.61M | Sell |
69,274
-3,619
| -5% | -$241K | 0.14% | 161 |
|
|
2020
Q4 | $4.86M | Sell |
72,893
-10,135
| -12% | -$676K | 0.16% | 137 |
|
|
2020
Q3 | $5.73M | Buy |
83,028
+10,323
| +14% | +$712K | 0.2% | 109 |
|
|
2020
Q2 | $4.54M | Buy |
72,705
+2,182
| +3% | +$136K | 0.18% | 122 |
|
|
2020
Q1 | $4.25M | Buy |
70,523
+325
| +0.5% | +$19.6K | 0.2% | 115 |
|
|
2019
Q4 | $4.46M | Sell |
70,198
-2,803
| -4% | -$178K | 0.18% | 132 |
|
|
2019
Q3 | $4.73M | Buy |
73,001
+5,490
| +8% | +$356K | 0.21% | 110 |
|
|
2019
Q2 | $4.02M | Buy |
67,511
+3,634
| +6% | +$216K | 0.25% | 104 |
|
|
2019
Q1 | $3.59M | Buy |
63,877
+14,807
| +30% | +$832K | 0.23% | 107 |
|
|
2018
Q4 | $2.42K | Buy |
49,070
+23,364
| +91% | +$1.15K | 0.16% | 130 |
|
|
2018
Q3 | $1.21M | Buy |
25,706
+8,441
| +49% | +$399K | 0.09% | 206 |
|
|
2018
Q2 | $798 | Buy |
17,265
+1,251
| +8% | +$58 | 0.07% | 235 |
|
|
2018
Q1 | $720K | Buy |
16,014
+13
| +0.1% | +$584 | 0.08% | 225 |
|
|
2017
Q4 | $754K | Sell |
16,001
-115
| -0.7% | -$5.42K | 0.1% | 194 |
|
|
2017
Q3 | $767K | Sell |
16,116
-131
| -0.8% | -$6.24K | 0.12% | 174 |
|
|
2017
Q2 | $740K | Buy |
16,247
+3,416
| +27% | +$156K | 0.13% | 156 |
|
|
2017
Q1 | $573K | Sell |
12,831
-1,553
| -11% | -$69.4K | 0.13% | 152 |
|
|
2016
Q4 | $585K | Buy |
14,384
+1,339
| +10% | +$54.5K | 0.16% | 135 |
|
|
2016
Q3 | $537K | Buy |
13,045
+3,243
| +33% | +$133K | 0.17% | 115 |
|
|
2016
Q2 | $438K | Buy |
+9,802
| New | +$438K | 0.18% | 106 |
|
|
2015
Q3 | – | Sell |
-17,973
| Closed | -$578K | – | 67 |
|
|
2015
Q2 | $578K | Buy |
17,973
+1,152
| +7% | +$37K | 0.49% | 52 |
|
|
2015
Q1 | $586K | Buy |
+16,821
| New | +$586K | 0.42% | 56 |
|