Prestige Wealth Management Group’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 | $43.4K | Hold |
631
| – | – | 0.01% | 268 |
|
|
2025
Q1 | $45.1K | Hold |
631
| – | – | 0.01% | 263 |
|
|
2024
Q4 | $42.6K | Hold |
631
| – | – | 0.01% | 274 |
|
|
2024
Q3 | $41.6K | Sell |
631
-8
| -1% | -$527 | 0.01% | 265 |
|
|
2024
Q2 | $34.5K | Sell |
639
-275
| -30% | -$14.8K | 0.01% | 259 |
|
|
2024
Q1 | $49.7K | Sell |
914
-218
| -19% | -$11.8K | 0.01% | 253 |
|
|
2023
Q4 | $70.7K | Sell |
1,132
-48
| -4% | -$3K | 0.02% | 214 |
|
|
2023
Q3 | $68.2K | Buy |
1,180
+158
| +15% | +$9.13K | 0.02% | 213 |
|
|
2023
Q2 | $64.1K | Sell |
1,022
-2,274
| -69% | -$143K | 0.02% | 242 |
|
|
2023
Q1 | $224K | Buy |
3,296
+298
| +10% | +$20.3K | 0.06% | 143 |
|
|
2022
Q4 | $212K | Buy |
2,998
+197
| +7% | +$13.9K | 0.06% | 133 |
|
|
2022
Q3 | $181K | Sell |
2,801
-18
| -0.6% | -$1.16K | 0.05% | 143 |
|
|
2022
Q2 | $201K | Buy |
2,819
+461
| +20% | +$32.9K | 0.05% | 134 |
|
|
2022
Q1 | $170K | Buy |
2,358
+76
| +3% | +$5.48K | 0.04% | 149 |
|
|
2021
Q4 | $155K | Buy |
2,282
+129
| +6% | +$8.76K | 0.04% | 160 |
|
|
2021
Q3 | $134K | Buy |
2,153
+336
| +18% | +$20.9K | 0.03% | 168 |
|
|
2021
Q2 | $120K | Buy |
1,817
+89
| +5% | +$5.88K | 0.03% | 172 |
|
|
2021
Q1 | $115K | Buy |
1,728
+3
| +0.2% | +$200 | 0.03% | 171 |
|
|
2020
Q4 | $115K | Sell |
1,725
-489
| -22% | -$32.6K | 0.03% | 162 |
|
|
2020
Q3 | $153K | Buy |
2,214
+250
| +13% | +$17.3K | 0.05% | 135 |
|
|
2020
Q2 | $122K | Buy |
1,964
+919
| +88% | +$57.1K | 0.04% | 139 |
|
|
2020
Q1 | $63K | Buy |
1,045
+580
| +125% | +$35K | 0.03% | 155 |
|
|
2019
Q4 | $30K | Sell |
465
-80
| -15% | -$5.16K | 0.02% | 248 |
|
|
2019
Q3 | $35K | Buy |
545
+86
| +19% | +$5.52K | 0.02% | 225 |
|
|
2019
Q2 | $27K | Hold |
459
| – | – | 0.02% | 238 |
|
|
2019
Q1 | $26K | Sell |
459
-180
| -28% | -$10.2K | 0.02% | 246 |
|
|
2018
Q4 | $32K | Buy |
+639
| New | +$32K | 0.02% | 241 |
|