PrairieView 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 | $359K | Hold |
5,278
| – | – | 0.03% | 101 |
|
|
2025
Q1 | $373K | Buy |
5,278
+57
| +1% | +$4.03K | 0.04% | 98 |
|
|
2024
Q4 | $352K | Buy |
5,221
+600
| +13% | +$40.5K | 0.04% | 98 |
|
|
2024
Q3 | $301K | Hold |
4,621
| – | – | 0.03% | 107 |
|
|
2024
Q2 | $246K | Hold |
4,621
| – | – | 0.03% | 119 |
|
|
2024
Q1 | $249K | Hold |
4,621
| – | – | 0.03% | 104 |
|
|
2023
Q4 | $286K | Hold |
4,621
| – | – | 0.04% | 97 |
|
|
2023
Q3 | $264K | Sell |
4,621
-761
| -14% | -$43.5K | 0.04% | 92 |
|
|
2023
Q2 | $334K | Sell |
5,382
-196
| -4% | -$12.2K | 0.04% | 90 |
|
|
2023
Q1 | $376K | Sell |
5,578
-84
| -1% | -$5.66K | 0.05% | 83 |
|
|
2022
Q4 | $396K | Sell |
5,662
-4,385
| -44% | -$307K | 0.06% | 80 |
|
|
2022
Q3 | $643K | Sell |
10,047
-1,315
| -12% | -$84.2K | 0.11% | 59 |
|
|
2022
Q2 | $804K | Hold |
11,362
| – | – | 0.13% | 59 |
|
|
2022
Q1 | $820K | Buy |
11,362
+1,190
| +12% | +$85.9K | 0.12% | 56 |
|
|
2021
Q4 | $689K | Sell |
10,172
-764
| -7% | -$51.8K | 0.1% | 55 |
|
|
2021
Q3 | $684K | Buy |
10,936
+500
| +5% | +$31.3K | 0.1% | 49 |
|
|
2021
Q2 | $688K | Sell |
10,436
-6,934
| -40% | -$457K | 0.1% | 49 |
|
|
2021
Q1 | $1.16M | Sell |
17,370
-4,026
| -19% | -$268K | 0.18% | 44 |
|
|
2020
Q4 | $1.43M | Buy |
21,396
+2,180
| +11% | +$145K | 0.25% | 41 |
|
|
2020
Q3 | $1.33M | Sell |
19,216
-3,487
| -15% | -$241K | 0.28% | 37 |
|
|
2020
Q2 | $1.42M | Sell |
22,703
-15,310
| -40% | -$957K | 0.31% | 37 |
|
|
2020
Q1 | $2.29M | Sell |
38,013
-12,083
| -24% | -$729K | 0.58% | 31 |
|
|
2019
Q4 | $3.18M | Sell |
50,096
-69
| -0.1% | -$4.38K | 0.68% | 23 |
|
|
2019
Q3 | $3.26M | Buy |
50,165
+277
| +0.6% | +$18K | 0.75% | 26 |
|
|
2019
Q2 | $2.97M | Sell |
49,888
-4,561
| -8% | -$271K | 0.74% | 26 |
|
|
2019
Q1 | $3.06M | Sell |
54,449
-7,114
| -12% | -$400K | 0.79% | 25 |
|
|
2018
Q4 | $3.03M | Sell |
61,563
-848
| -1% | -$41.8K | 0.85% | 24 |
|
|
2018
Q3 | $2.95M | Sell |
62,411
-51,073
| -45% | -$2.41M | 0.77% | 27 |
|
|
2018
Q2 | $5.18M | Buy |
113,484
+710
| +0.6% | +$32.4K | 1.33% | 19 |
|
|
2018
Q1 | $5.13M | Buy |
112,774
+48,988
| +77% | +$2.23M | 1.23% | 19 |
|
|
2017
Q4 | $3.07M | Buy |
+63,786
| New | +$3.07M | 0.86% | 23 |
|