Pinnacle Financial 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
Q1 | $267K | Buy |
+3,778
| New | +$267K | 0.01% | 397 |
|
|
2024
Q3 | – | Sell |
-500
| Closed | -$26.9K | – | 561 |
|
|
2024
Q2 | $26.9K | Hold |
500
| – | – | ﹤0.01% | 501 |
|
|
2024
Q1 | $26.9K | Hold |
500
| – | – | ﹤0.01% | 495 |
|
|
2023
Q4 | $31K | Hold |
500
| – | – | ﹤0.01% | 473 |
|
|
2023
Q3 | $28.6K | Hold |
500
| – | – | ﹤0.01% | 453 |
|
|
2023
Q2 | $31.1K | Hold |
500
| – | – | ﹤0.01% | 460 |
|
|
2023
Q1 | $33.7K | Hold |
500
| – | – | ﹤0.01% | 451 |
|
|
2022
Q4 | $35.1K | Hold |
500
| – | – | ﹤0.01% | 437 |
|
|
2022
Q3 | $32K | Buy |
+500
| New | +$32K | ﹤0.01% | 434 |
|
|
2021
Q1 | – | Sell |
-3,178
| Closed | -$211K | – | 472 |
|
|
2020
Q4 | $211K | Buy |
+3,178
| New | +$211K | 0.01% | 333 |
|
|
2020
Q2 | – | Sell |
-3,440
| Closed | -$207K | – | 452 |
|
|
2020
Q1 | $207K | Sell |
3,440
-1,084
| -24% | -$65.2K | 0.01% | 311 |
|
|
2019
Q4 | $287K | Sell |
4,524
-49
| -1% | -$3.11K | 0.02% | 310 |
|
|
2019
Q3 | $296K | Sell |
4,573
-89
| -2% | -$5.76K | 0.02% | 286 |
|
|
2019
Q2 | $277K | Sell |
4,662
-609
| -12% | -$36.2K | 0.02% | 294 |
|
|
2019
Q1 | $296K | Buy |
+5,271
| New | +$296K | 0.02% | 284 |
|
|
2017
Q3 | – | Sell |
-45
| Closed | -$2K | – | 451 |
|
|
2017
Q2 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 465 |
|