Perigon Wealth Management’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 | $456K | Buy |
6,689
+555
| +9% | +$37.8K | 0.01% | 695 |
|
|
2025
Q1 | $434K | Buy |
6,134
+197
| +3% | +$13.9K | 0.01% | 679 |
|
|
2024
Q4 | $393K | Buy |
5,937
+231
| +4% | +$15.3K | 0.01% | 719 |
|
|
2024
Q3 | $373K | Buy |
+5,706
| New | +$373K | 0.01% | 704 |
|
|
2024
Q1 | – | Sell |
-3,346
| Closed | -$207K | – | 925 |
|
|
2023
Q4 | $207K | Buy |
+3,346
| New | +$207K | 0.01% | 776 |
|
|
2023
Q3 | – | Sell |
-9,270
| Closed | -$576K | – | 824 |
|
|
2023
Q2 | $576K | Sell |
9,270
-100
| -1% | -$6.22K | 0.02% | 425 |
|
|
2023
Q1 | $632K | Buy |
9,370
+237
| +3% | +$16K | 0.04% | 348 |
|
|
2022
Q4 | $640K | Buy |
9,133
+1,024
| +13% | +$71.8K | 0.04% | 346 |
|
|
2022
Q3 | $519K | Sell |
8,109
-240
| -3% | -$15.4K | 0.04% | 327 |
|
|
2022
Q2 | $591K | Buy |
8,349
+852
| +11% | +$60.3K | 0.05% | 295 |
|
|
2022
Q1 | $541K | Buy |
7,497
+1,068
| +17% | +$77.1K | 0.04% | 342 |
|
|
2021
Q4 | $435K | Buy |
6,429
+257
| +4% | +$17.4K | 0.03% | 367 |
|
|
2021
Q3 | $386K | Buy |
6,172
+951
| +18% | +$59.5K | 0.03% | 358 |
|
|
2021
Q2 | $344K | Buy |
5,221
+173
| +3% | +$11.4K | 0.03% | 372 |
|
|
2021
Q1 | $336K | Buy |
5,048
+498
| +11% | +$33.1K | 0.03% | 368 |
|
|
2020
Q4 | $303K | Buy |
+4,550
| New | +$303K | 0.04% | 325 |
|
|
2018
Q2 | – | Sell |
-250
| Closed | -$11K | – | 597 |
|
|
2018
Q1 | $11K | Hold |
250
| – | – | ﹤0.01% | 508 |
|
|
2017
Q4 | $12K | Sell |
250
-937
| -79% | -$45K | ﹤0.01% | 478 |
|
|
2017
Q3 | $57K | Hold |
1,187
| – | – | 0.02% | 319 |
|
|
2017
Q2 | $55K | Hold |
1,187
| – | – | 0.01% | 372 |
|
|
2017
Q1 | $53K | Hold |
1,187
| – | – | 0.01% | 388 |
|
|
2016
Q4 | $52K | Hold |
1,187
| – | – | 0.01% | 357 |
|
|
2016
Q3 | $49K | Hold |
1,187
| – | – | 0.01% | 316 |
|
|
2016
Q2 | $53K | Hold |
1,187
| – | – | 0.01% | 275 |
|
|
2016
Q1 | $50K | Buy |
+1,187
| New | +$50K | 0.02% | 196 |
|