Obermeyer Wealth Partners’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 | $346K | Buy |
5,083
+347
| +7% | +$23.6K | 0.02% | 199 |
|
|
2025
Q1 | $335K | Buy |
4,736
+1,079
| +30% | +$76.4K | 0.02% | 190 |
|
|
2024
Q4 | $247K | Hold |
3,657
| – | – | 0.01% | 224 |
|
|
2024
Q3 | $239K | Buy |
+3,657
| New | +$239K | 0.01% | 225 |
|
|
2024
Q1 | – | Sell |
-3,812
| Closed | -$236K | – | 260 |
|
|
2023
Q4 | $236K | Buy |
3,812
+110
| +3% | +$6.81K | 0.02% | 198 |
|
|
2023
Q3 | $212K | Buy |
3,702
+45
| +1% | +$2.58K | 0.02% | 202 |
|
|
2023
Q2 | $227K | Hold |
3,657
| – | – | 0.02% | 195 |
|
|
2023
Q1 | $247K | Sell |
3,657
-236
| -6% | -$15.9K | 0.02% | 183 |
|
|
2022
Q4 | $273K | Buy |
3,893
+392
| +11% | +$27.5K | 0.02% | 175 |
|
|
2022
Q3 | $224K | Hold |
3,501
| – | – | 0.02% | 187 |
|
|
2022
Q2 | $248K | Hold |
3,501
| – | – | 0.02% | 167 |
|
|
2022
Q1 | $253K | Hold |
3,501
| – | – | 0.02% | 190 |
|
|
2021
Q4 | $237K | Hold |
3,501
| – | – | 0.01% | 203 |
|
|
2021
Q3 | $219K | Buy |
+3,501
| New | +$219K | 0.01% | 202 |
|
|
2015
Q1 | – | Sell |
-7,400
| Closed | -$266K | – | 147 |
|
|
2014
Q4 | $266K | Hold |
7,400
| – | – | 0.02% | 120 |
|
|
2014
Q3 | $225K | Buy |
7,400
+400
| +6% | +$12.2K | 0.06% | 59 |
|
|
2014
Q2 | $226K | Hold |
7,000
| – | – | 0.06% | 57 |
|
|
2014
Q1 | $213K | Buy |
+7,000
| New | +$213K | 0.05% | 53 |
|
|
2013
Q3 | – | Sell |
-7,000
| Closed | -$198K | – | 290 |
|
|
2013
Q2 | $198K | Buy |
+7,000
| New | +$198K | 0.05% | 60 |
|