Principle Wealth 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 | $306K | Hold |
4,487
| – | – | 0.02% | 300 |
|
|
2025
Q1 | $318K | Hold |
4,487
| – | – | 0.02% | 281 |
|
|
2024
Q4 | $303K | Buy |
4,487
+140
| +3% | +$9.45K | 0.02% | 284 |
|
|
2024
Q3 | $284K | Buy |
4,347
+367
| +9% | +$24K | 0.02% | 291 |
|
|
2024
Q2 | $213K | Hold |
3,980
| – | – | 0.02% | 315 |
|
|
2024
Q1 | $214K | Hold |
3,980
| – | – | 0.02% | 326 |
|
|
2023
Q4 | $246K | Hold |
3,980
| – | – | 0.02% | 300 |
|
|
2023
Q3 | $228K | Hold |
3,980
| – | – | 0.02% | 292 |
|
|
2023
Q2 | $247K | Hold |
3,980
| – | – | 0.02% | 289 |
|
|
2023
Q1 | $268K | Hold |
3,980
| – | – | 0.03% | 271 |
|
|
2022
Q4 | $279K | Hold |
3,980
| – | – | 0.03% | 262 |
|
|
2022
Q3 | $255 | Hold |
3,980
| – | – | 0.02% | 251 |
|
|
2022
Q2 | $282K | Hold |
3,980
| – | – | 0.03% | 254 |
|
|
2022
Q1 | $287K | Hold |
3,980
| – | – | 0.03% | 267 |
|
|
2021
Q4 | $269K | Hold |
3,980
| – | – | 0.03% | 273 |
|
|
2021
Q3 | $249K | Hold |
3,980
| – | – | 0.03% | 276 |
|
|
2021
Q2 | $262K | Hold |
3,980
| – | – | 0.03% | 275 |
|
|
2021
Q1 | $265K | Hold |
3,980
| – | – | 0.03% | 252 |
|
|
2020
Q4 | $265K | Buy |
+3,980
| New | +$265K | 0.03% | 235 |
|