Raymond James Financial Services Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.04M | Buy |
123,185
+10,881
| +10% | +$711K | 0.01% | 973 |
|
|
2024
Q2 | $6M | Sell |
112,304
-5,910
| -5% | -$316K | 0.01% | 1069 |
|
|
2024
Q1 | $6.35M | Sell |
118,214
-7,728
| -6% | -$415K | 0.01% | 1007 |
|
|
2023
Q4 | $7.8M | Sell |
125,942
-5,560
| -4% | -$344K | 0.01% | 871 |
|
|
2023
Q3 | $7.52M | Buy |
131,502
+6,194
| +5% | +$354K | 0.01% | 837 |
|
|
2023
Q2 | $7.79M | Buy |
125,308
+1,939
| +2% | +$121K | 0.01% | 813 |
|
|
2023
Q1 | $8.32M | Buy |
123,369
+930
| +0.8% | +$62.7K | 0.02% | 770 |
|
|
2022
Q4 | $8.58M | Sell |
122,439
-1,685
| -1% | -$118K | 0.02% | 717 |
|
|
2022
Q3 | $7.94M | Sell |
124,124
-19,644
| -14% | -$1.26M | 0.02% | 715 |
|
|
2022
Q2 | $10.2M | Buy |
143,768
+5,338
| +4% | +$378K | 0.02% | 626 |
|
|
2022
Q1 | $9.99M | Buy |
138,430
+510
| +0.4% | +$36.8K | 0.02% | 690 |
|
|
2021
Q4 | $9.34M | Buy |
137,920
+2,617
| +2% | +$177K | 0.02% | 718 |
|
|
2021
Q3 | $8.46M | Buy |
135,303
+13,611
| +11% | +$851K | 0.02% | 738 |
|
|
2021
Q2 | $8.02M | Buy |
121,692
+3,246
| +3% | +$214K | 0.02% | 755 |
|
|
2021
Q1 | $7.88M | Sell |
118,446
-8,561
| -7% | -$569K | 0.02% | 715 |
|
|
2020
Q4 | $8.47M | Sell |
127,007
-7,344
| -5% | -$490K | 0.02% | 627 |
|
|
2020
Q3 | $9.27M | Buy |
134,351
+2,998
| +2% | +$207K | 0.03% | 523 |
|
|
2020
Q2 | $8.21M | Buy |
131,353
+7,130
| +6% | +$446K | 0.03% | 526 |
|
|
2020
Q1 | $7.49M | Buy |
124,223
+5,601
| +5% | +$338K | 0.03% | 444 |
|
|
2019
Q4 | $7.53M | Sell |
118,622
-4,977
| -4% | -$316K | 0.02% | 592 |
|
|
2019
Q3 | $8.02M | Buy |
123,599
+12,991
| +12% | +$843K | 0.03% | 531 |
|
|
2019
Q2 | $6.58M | Buy |
110,608
+2,444
| +2% | +$145K | 0.03% | 581 |
|
|
2019
Q1 | $6.08M | Buy |
108,164
+41
| +0% | +$2.31K | 0.03% | 581 |
|
|
2018
Q4 | $5.33M | Sell |
108,123
-7,686
| -7% | -$379K | 0.03% | 513 |
|
|
2018
Q3 | $5.47M | Sell |
115,809
-1,761
| -1% | -$83.1K | 0.02% | 617 |
|
|
2018
Q2 | $5.37M | Buy |
117,570
+6,735
| +6% | +$308K | 0.03% | 575 |
|
|
2018
Q1 | $5.04M | Buy |
110,835
+5,880
| +6% | +$267K | 0.03% | 545 |
|
|
2017
Q4 | $5.05M | Sell |
104,955
-11,543
| -10% | -$555K | 0.03% | 531 |
|
|
2017
Q3 | $5.51M | Buy |
116,498
+4,785
| +4% | +$226K | 0.04% | 486 |
|
|
2017
Q2 | $5.13M | Buy |
111,713
+22,412
| +25% | +$1.03M | 0.04% | 501 |
|
|
2017
Q1 | $3.97M | Buy |
89,301
+11,844
| +15% | +$526K | 0.03% | 559 |
|
|
2016
Q4 | $3.15M | Buy |
77,457
+5,277
| +7% | +$215K | 0.03% | 595 |
|
|
2016
Q3 | $2.97M | Buy |
72,180
+7,791
| +12% | +$320K | 0.03% | 600 |
|
|
2016
Q2 | $2.88M | Buy |
64,389
+3,125
| +5% | +$140K | 0.03% | 572 |
|
|
2016
Q1 | $2.56M | Sell |
61,264
-1,272
| -2% | -$53.2K | 0.03% | 539 |
|
|
2015
Q4 | $2.25M | Buy |
62,536
+16,539
| +36% | +$594K | 0.03% | 601 |
|
|
2015
Q3 | $1.63M | Buy |
45,997
+33,681
| +273% | +$1.19M | 0.03% | 594 |
|
|
2015
Q2 | $396K | Buy |
+12,316
| New | +$396K | 0.03% | 508 |
|
|
2014
Q3 | – | Sell |
-10,249
| Closed | -$330K | – | 560 |
|
|
2014
Q2 | $330K | Sell |
10,249
-774
| -7% | -$24.9K | 0.02% | 470 |
|
|
2014
Q1 | $335K | Hold |
11,023
| – | – | 0.02% | 481 |
|
|
2013
Q4 | $308K | Hold |
11,023
| – | – | 0.02% | 479 |
|
|
2013
Q3 | $304K | Sell |
11,023
-21,499
| -66% | -$593K | 0.02% | 456 |
|
|
2013
Q2 | $922K | Buy |
+32,522
| New | +$922K | 0.03% | 645 |
|