Prime Capital Investment Advisors’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 | $321K | Sell |
4,718
-2,026
| -30% | -$138K | ﹤0.01% | 745 |
|
|
2025
Q1 | $477K | Buy |
6,744
+1,957
| +41% | +$139K | 0.01% | 683 |
|
|
2024
Q4 | $323K | Buy |
4,787
+263
| +6% | +$17.8K | ﹤0.01% | 706 |
|
|
2024
Q3 | $295K | Buy |
4,524
+83
| +2% | +$5.42K | ﹤0.01% | 739 |
|
|
2024
Q2 | $237K | Sell |
4,441
-3,118
| -41% | -$167K | ﹤0.01% | 795 |
|
|
2024
Q1 | $406K | Buy |
7,559
+146
| +2% | +$7.85K | 0.01% | 682 |
|
|
2023
Q4 | $459K | Buy |
7,413
+3,116
| +73% | +$193K | 0.01% | 590 |
|
|
2023
Q3 | $246K | Buy |
4,297
+96
| +2% | +$5.49K | 0.01% | 641 |
|
|
2023
Q2 | $261K | Buy |
4,201
+655
| +18% | +$40.7K | 0.01% | 640 |
|
|
2023
Q1 | $239K | Sell |
3,546
-981
| -22% | -$66.2K | 0.01% | 474 |
|
|
2022
Q4 | $317K | Sell |
4,527
-5,099
| -53% | -$357K | 0.01% | 413 |
|
|
2022
Q3 | $616K | Sell |
9,626
-996
| -9% | -$63.7K | 0.04% | 214 |
|
|
2022
Q2 | $752K | Buy |
10,622
+106
| +1% | +$7.5K | 0.04% | 197 |
|
|
2022
Q1 | $712K | Hold |
10,516
| – | – | 0.04% | 197 |
|
|
2021
Q4 | $712K | Buy |
10,516
+444
| +4% | +$30.1K | 0.04% | 199 |
|
|
2021
Q3 | $630K | Sell |
10,072
-1,251
| -11% | -$78.3K | 0.04% | 204 |
|
|
2021
Q2 | $746K | Buy |
+11,323
| New | +$746K | 0.04% | 213 |
|
|
2020
Q3 | – | Sell |
-9,200
| Closed | -$575K | – | 513 |
|
|
2020
Q2 | $575K | Buy |
9,200
+3,158
| +52% | +$197K | 0.05% | 170 |
|
|
2020
Q1 | $364K | Buy |
6,042
+252
| +4% | +$15.2K | 0.04% | 163 |
|
|
2019
Q4 | $368K | Sell |
5,790
-1
| -0% | -$64 | 0.04% | 165 |
|
|
2019
Q3 | $376K | Hold |
5,791
| – | – | 0.06% | 165 |
|
|
2019
Q2 | $345K | Hold |
5,791
| – | – | 0.06% | 155 |
|
|
2019
Q1 | $326K | Buy |
5,791
+16
| +0.3% | +$901 | 0.09% | 114 |
|
|
2018
Q4 | $285K | Hold |
5,775
| – | – | 0.1% | 102 |
|
|
2018
Q3 | $273K | Sell |
5,775
-446
| -7% | -$21.1K | 0.09% | 116 |
|
|
2018
Q2 | $284K | Buy |
6,221
+446
| +8% | +$20.4K | 0.12% | 114 |
|
|
2018
Q1 | $263K | Sell |
5,775
-900
| -13% | -$41K | 0.19% | 85 |
|
|
2017
Q4 | $321K | Buy |
+6,675
| New | +$321K | 0.25% | 80 |
|