Prospera Financial Services’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 | $480K | Sell |
7,042
-928
| -12% | -$63.2K | 0.01% | 923 |
|
|
2025
Q1 | $564K | Sell |
7,970
-5,768
| -42% | -$408K | 0.01% | 735 |
|
|
2024
Q4 | $928K | Buy |
13,738
+764
| +6% | +$51.6K | 0.02% | 566 |
|
|
2024
Q3 | $847K | Buy |
12,974
+946
| +8% | +$61.8K | 0.02% | 544 |
|
|
2024
Q2 | $643K | Buy |
12,028
+945
| +9% | +$50.5K | 0.02% | 623 |
|
|
2024
Q1 | $596K | Sell |
11,083
-6,228
| -36% | -$335K | 0.02% | 647 |
|
|
2023
Q4 | $1.07M | Buy |
17,311
+7,525
| +77% | +$466K | 0.04% | 452 |
|
|
2023
Q3 | $560K | Buy |
9,786
+586
| +6% | +$33.5K | 0.02% | 576 |
|
|
2023
Q2 | $572K | Sell |
9,200
-278
| -3% | -$17.3K | 0.02% | 576 |
|
|
2023
Q1 | $639K | Sell |
9,478
-1,674
| -15% | -$113K | 0.03% | 539 |
|
|
2022
Q4 | $782K | Sell |
11,152
-1,664
| -13% | -$117K | 0.04% | 418 |
|
|
2022
Q3 | $820K | Buy |
12,816
+1,507
| +13% | +$96.4K | 0.04% | 405 |
|
|
2022
Q2 | $800K | Buy |
11,309
+1,888
| +20% | +$134K | 0.04% | 415 |
|
|
2022
Q1 | $680K | Buy |
9,421
+146
| +2% | +$10.5K | 0.03% | 511 |
|
|
2021
Q4 | $628K | Sell |
9,275
-104
| -1% | -$7.04K | 0.03% | 507 |
|
|
2021
Q3 | $586K | Sell |
9,379
-30
| -0.3% | -$1.87K | 0.03% | 490 |
|
|
2021
Q2 | $619K | Sell |
9,409
-4,133
| -31% | -$272K | 0.03% | 473 |
|
|
2021
Q1 | $901K | Sell |
13,542
-1,059
| -7% | -$70.5K | 0.05% | 362 |
|
|
2020
Q4 | $973K | Buy |
14,601
+11,843
| +429% | +$789K | 0.07% | 301 |
|
|
2020
Q3 | $190K | Sell |
2,758
-6,074
| -69% | -$418K | 0.07% | 245 |
|
|
2020
Q2 | $552K | Buy |
8,832
+71
| +0.8% | +$4.44K | 0.05% | 334 |
|
|
2020
Q1 | $528K | Sell |
8,761
-1,300
| -13% | -$78.3K | 0.06% | 293 |
|
|
2019
Q4 | $639K | Buy |
10,061
+6,098
| +154% | +$387K | 0.05% | 331 |
|
|
2019
Q3 | $257K | Sell |
3,963
-2,421
| -38% | -$157K | 0.03% | 465 |
|
|
2019
Q2 | $383K | Buy |
+6,384
| New | +$383K | 0.04% | 347 |
|