Plante Moran Financial Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-515
| Closed | -$29.5K | – | 932 |
|
|
2023
Q3 | $29.5K | Hold |
515
| – | – | ﹤0.01% | 367 |
|
|
2023
Q2 | $32K | Sell |
515
-18
| -3% | -$1.12K | ﹤0.01% | 366 |
|
|
2023
Q1 | $36K | Buy |
533
+3
| +0.6% | +$202 | ﹤0.01% | 343 |
|
|
2022
Q4 | $37.1K | Buy |
530
+5
| +1% | +$350 | 0.01% | 351 |
|
|
2022
Q3 | $34K | Buy |
525
+3
| +0.6% | +$194 | 0.01% | 365 |
|
|
2022
Q2 | $37K | Sell |
522
-130
| -20% | -$9.22K | 0.01% | 354 |
|
|
2022
Q1 | $47K | Sell |
652
-111
| -15% | -$8K | 0.01% | 347 |
|
|
2021
Q4 | $52K | Buy |
763
+311
| +69% | +$21.2K | 0.01% | 354 |
|
|
2021
Q3 | $28K | Buy |
452
+2
| +0.4% | +$124 | 0.01% | 490 |
|
|
2021
Q2 | $30K | Buy |
450
+3
| +0.7% | +$200 | 0.01% | 478 |
|
|
2021
Q1 | $30K | Sell |
447
-47
| -10% | -$3.15K | 0.01% | 464 |
|
|
2020
Q4 | $33K | Buy |
494
+53
| +12% | +$3.54K | 0.01% | 430 |
|
|
2020
Q3 | $30K | Buy |
441
+2
| +0.5% | +$136 | 0.01% | 413 |
|
|
2020
Q2 | $27K | Buy |
439
+21
| +5% | +$1.29K | 0.01% | 380 |
|
|
2020
Q1 | $25K | Sell |
418
-267
| -39% | -$16K | 0.01% | 353 |
|
|
2019
Q4 | $44K | Sell |
685
-9,728
| -93% | -$625K | 0.02% | 344 |
|
|
2019
Q3 | $676K | Buy |
10,413
+3
| +0% | +$195 | 0.2% | 69 |
|
|
2019
Q2 | $619K | Buy |
10,410
+3
| +0% | +$178 | 0.19% | 68 |
|
|
2019
Q1 | $585K | Buy |
10,407
+407
| +4% | +$22.9K | 0.18% | 66 |
|
|
2018
Q4 | $493K | Hold |
10,000
| – | – | 0.17% | 73 |
|
|
2018
Q3 | $472K | Sell |
10,000
-407
| -4% | -$19.2K | 0.15% | 78 |
|
|
2018
Q2 | $475K | Sell |
10,407
-182
| -2% | -$8.31K | 0.24% | 73 |
|
|
2018
Q1 | $482K | Buy |
10,589
+10,056
| +1,887% | +$458K | 0.26% | 74 |
|
|
2017
Q4 | $26K | Buy |
533
+2
| +0.4% | +$98 | 0.01% | 465 |
|
|
2017
Q3 | $25K | Buy |
531
+3
| +0.6% | +$141 | 0.01% | 435 |
|
|
2017
Q2 | $24K | Buy |
528
+19
| +4% | +$864 | 0.02% | 445 |
|
|
2017
Q1 | $23K | Sell |
509
-183
| -26% | -$8.27K | 0.01% | 456 |
|
|
2016
Q4 | $28K | Buy |
692
+209
| +43% | +$8.46K | 0.02% | 424 |
|
|
2016
Q3 | $20K | Buy |
483
+2
| +0.4% | +$83 | 0.01% | 493 |
|
|
2016
Q2 | $22K | Buy |
481
+21
| +5% | +$960 | 0.02% | 412 |
|
|
2016
Q1 | $19K | Buy |
460
+2
| +0.4% | +$83 | 0.01% | 392 |
|
|
2015
Q4 | $16K | Buy |
458
+17
| +4% | +$594 | 0.01% | 493 |
|
|
2015
Q3 | $16K | Buy |
441
+2
| +0.5% | +$73 | 0.01% | 418 |
|
|
2015
Q2 | $14K | Buy |
439
+13
| +3% | +$415 | 0.01% | 476 |
|
|
2015
Q1 | $15K | Buy |
426
+2
| +0.5% | +$70 | 0.01% | 455 |
|
|
2014
Q4 | $15K | Buy |
424
+2
| +0.5% | +$71 | 0.01% | 460 |
|
|
2014
Q3 | $13K | Sell |
422
-19
| -4% | -$585 | 0.01% | 490 |
|
|
2014
Q2 | $14K | Buy |
441
+251
| +132% | +$7.97K | 0.01% | 446 |
|
|
2014
Q1 | $6K | Buy |
190
+75
| +65% | +$2.37K | 0.01% | 453 |
|
|
2013
Q4 | $3K | Hold |
115
| – | – | ﹤0.01% | 601 |
|
|
2013
Q3 | $3K | Hold |
115
| – | – | ﹤0.01% | 531 |
|
|
2013
Q2 | $3K | Buy |
+115
| New | +$3K | ﹤0.01% | 511 |
|