Private Advisor 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 | $3.89M | Buy |
57,189
+4,725
| +9% | +$322K | 0.02% | 674 |
|
2025
Q1 | $3.71M | Sell |
52,464
-1,479
| -3% | -$105K | 0.02% | 636 |
|
2024
Q4 | $3.64M | Sell |
53,943
-9,199
| -15% | -$621K | 0.02% | 632 |
|
2024
Q3 | $4.12M | Buy |
63,142
+2,490
| +4% | +$163K | 0.03% | 601 |
|
2024
Q2 | $3.24M | Buy |
60,652
+2,011
| +3% | +$107K | 0.02% | 640 |
|
2024
Q1 | $3.15M | Sell |
58,641
-1,924
| -3% | -$103K | 0.02% | 627 |
|
2023
Q4 | $3.75M | Buy |
60,565
+2,298
| +4% | +$142K | 0.03% | 539 |
|
2023
Q3 | $3.33M | Buy |
58,267
+695
| +1% | +$39.8K | 0.03% | 528 |
|
2023
Q2 | $3.58M | Buy |
57,572
+7,274
| +14% | +$453K | 0.03% | 517 |
|
2023
Q1 | $3.39M | Buy |
50,298
+838
| +2% | +$56.5K | 0.03% | 505 |
|
2022
Q4 | $3.47K | Sell |
49,460
-202
| -0.4% | -$14 | ﹤0.01% | 1050 |
|
2022
Q3 | $3.18M | Sell |
49,662
-5,364
| -10% | -$343K | 0.04% | 461 |
|
2022
Q2 | $3.89M | Buy |
55,026
+2,076
| +4% | +$147K | 0.03% | 480 |
|
2022
Q1 | $3.82M | Buy |
52,950
+33,290
| +169% | +$2.4M | 0.03% | 544 |
|
2021
Q4 | $1.33M | Sell |
19,660
-5,118
| -21% | -$346K | 0.01% | 984 |
|
2021
Q3 | $1.55M | Buy |
24,778
+7,683
| +45% | +$480K | 0.01% | 1005 |
|
2021
Q2 | $1.13M | Buy |
17,095
+741
| +5% | +$48.8K | 0.01% | 1003 |
|
2021
Q1 | $1.09M | Sell |
16,354
-746
| -4% | -$49.6K | 0.01% | 965 |
|
2020
Q4 | $1.14M | Buy |
17,100
+4,223
| +33% | +$282K | 0.01% | 853 |
|
2020
Q3 | $889K | Sell |
12,877
-3,487
| -21% | -$241K | 0.01% | 830 |
|
2020
Q2 | $1.02M | Buy |
16,364
+3,862
| +31% | +$241K | 0.01% | 753 |
|
2020
Q1 | $754K | Buy |
12,502
+454
| +4% | +$27.4K | 0.01% | 755 |
|
2019
Q4 | $765K | Buy |
12,048
+630
| +6% | +$40K | 0.01% | 866 |
|
2019
Q3 | $741K | Sell |
11,418
-3,084
| -21% | -$200K | 0.01% | 897 |
|
2019
Q2 | $863K | Buy |
14,502
+2,533
| +21% | +$151K | 0.02% | 801 |
|
2019
Q1 | $672K | Buy |
11,969
+814
| +7% | +$45.7K | 0.01% | 844 |
|
2018
Q4 | $550K | Sell |
11,155
-8,793
| -44% | -$434K | 0.01% | 811 |
|
2018
Q3 | $942K | Buy |
19,948
+2,248
| +13% | +$106K | 0.02% | 713 |
|
2018
Q2 | $817K | Buy |
+17,700
| New | +$817K | 0.01% | 547 |
|
2018
Q1 | – | Sell |
-6,522
| Closed | -$309K | – | 1392 |
|
2017
Q4 | $309K | Sell |
6,522
-5,775
| -47% | -$274K | 0.01% | 867 |
|
2017
Q3 | $585K | Buy |
12,297
+247
| +2% | +$11.8K | 0.01% | 826 |
|
2017
Q2 | $549K | Buy |
12,050
+210
| +2% | +$9.57K | 0.01% | 790 |
|
2017
Q1 | $530K | Sell |
11,840
-13,894
| -54% | -$622K | 0.01% | 795 |
|
2016
Q4 | $1.05M | Buy |
25,734
+13,490
| +110% | +$549K | 0.03% | 489 |
|
2016
Q3 | $486K | Sell |
12,244
-237
| -2% | -$9.41K | 0.02% | 665 |
|
2016
Q2 | $565K | Buy |
12,481
+1,963
| +19% | +$88.9K | 0.02% | 586 |
|
2016
Q1 | $444K | Buy |
10,518
+480
| +5% | +$20.3K | 0.02% | 625 |
|
2015
Q4 | $360K | Buy |
10,038
+1,317
| +15% | +$47.2K | 0.02% | 711 |
|
2015
Q3 | $309K | Buy |
8,721
+628
| +8% | +$22.3K | 0.02% | 725 |
|
2015
Q2 | $260K | Sell |
8,093
-174
| -2% | -$5.59K | 0.01% | 839 |
|
2015
Q1 | $288K | Sell |
8,267
-272
| -3% | -$9.48K | 0.02% | 750 |
|
2014
Q4 | $307K | Buy |
8,539
+981
| +13% | +$35.3K | 0.02% | 710 |
|
2014
Q3 | $230K | Sell |
7,558
-276
| -4% | -$8.4K | 0.02% | 795 |
|
2014
Q2 | $252K | Sell |
7,834
-484
| -6% | -$15.6K | 0.02% | 715 |
|
2014
Q1 | $253K | Sell |
8,318
-292
| -3% | -$8.88K | 0.03% | 624 |
|
2013
Q4 | $241K | Buy |
+8,610
| New | +$241K | 0.03% | 595 |
|