Nicolet Advisory Services’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 | $708K | Buy |
9,641
+1,501
| +18% | +$110K | 0.06% | 169 |
|
|
2025
Q1 | $557K | Buy |
8,140
+727
| +10% | +$49.7K | 0.06% | 182 |
|
|
2024
Q4 | $470K | Buy |
7,413
+232
| +3% | +$14.7K | 0.04% | 211 |
|
|
2024
Q3 | $462K | Sell |
7,181
-412
| -5% | -$26.5K | 0.04% | 213 |
|
|
2024
Q2 | $399K | Buy |
7,593
+1,231
| +19% | +$64.7K | 0.04% | 234 |
|
|
2024
Q1 | $346K | Buy |
6,362
+2,277
| +56% | +$124K | 0.04% | 245 |
|
|
2023
Q4 | $260K | Buy |
4,085
+485
| +13% | +$30.9K | 0.03% | 270 |
|
|
2023
Q3 | $204K | Buy |
3,600
+214
| +6% | +$12.1K | 0.02% | 295 |
|
|
2023
Q2 | $216K | Sell |
3,386
-139
| -4% | -$8.86K | 0.02% | 286 |
|
|
2023
Q1 | $251K | Buy |
+3,525
| New | +$251K | 0.03% | 234 |
|
|
2021
Q2 | – | Sell |
-3,315
| Closed | -$220K | – | 194 |
|
|
2021
Q1 | $220K | Sell |
3,315
-705
| -18% | -$46.8K | 0.03% | 163 |
|
|
2020
Q4 | $268K | Buy |
4,020
+749
| +23% | +$49.9K | 0.04% | 145 |
|
|
2020
Q3 | $226K | Sell |
3,271
-4,520
| -58% | -$312K | 0.04% | 148 |
|
|
2020
Q2 | $487K | Sell |
7,791
-636
| -8% | -$39.8K | 0.07% | 114 |
|
|
2020
Q1 | $508K | Buy |
8,427
+4,747
| +129% | +$286K | 0.09% | 108 |
|
|
2019
Q4 | $234K | Buy |
3,680
+143
| +4% | +$9.09K | 0.04% | 153 |
|
|
2019
Q3 | $230K | Buy |
3,537
+4
| +0.1% | +$260 | 0.03% | 147 |
|
|
2019
Q2 | $210K | Buy |
+3,533
| New | +$210K | 0.03% | 151 |
|