RFG Advisory’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $584K | Sell |
7,351
-276
| -4% | -$21.6K | 0.01% | 686 |
|
|
2025
Q4 | $563K | Buy |
7,627
+76
| +1% | +$5.99K | 0.01% | 671 |
|
|
2025
Q3 | $609K | Sell |
7,551
-25
| -0.3% | -$1.81K | 0.01% | 606 |
|
|
2025
Q2 | $516K | Sell |
7,576
-1,303
| -15% | -$90.4K | 0.01% | 609 |
|
|
2025
Q1 | $629K | Buy |
8,879
+1,626
| +22% | +$111K | 0.02% | 507 |
|
|
2024
Q4 | $490K | Buy |
7,253
+1,804
| +33% | +$121K | 0.01% | 527 |
|
|
2024
Q3 | $356K | Sell |
5,449
-271
| -5% | -$16.1K | 0.01% | 582 |
|
|
2024
Q2 | $306K | Buy |
5,720
+323
| +6% | +$17.6K | 0.01% | 594 |
|
|
2024
Q1 | $290K | Sell |
5,397
-119
| -2% | -$6.79K | 0.01% | 614 |
|
|
2023
Q4 | $342K | Sell |
5,516
-30
| -0.5% | -$1.8K | 0.01% | 522 |
|
|
2023
Q3 | $317K | Buy |
5,546
+17
| +0.3% | +$1.02K | 0.01% | 495 |
|
|
2023
Q2 | $344K | Buy |
5,529
+2,113
| +62% | +$141K | 0.02% | 495 |
|
|
2023
Q1 | $230K | Sell |
3,416
-29
| -0.8% | -$1.96K | 0.01% | 571 |
|
|
2022
Q4 | $234K | Buy |
3,445
+18
| +0.5% | +$1.2K | 0.01% | 558 |
|
|
2022
Q3 | $226K | Sell |
3,427
-733
| -18% | -$53.4K | 0.01% | 559 |
|
|
2022
Q2 | $307K | Buy |
4,160
+368
| +10% | +$26.8K | 0.02% | 457 |
|
|
2022
Q1 | $274K | Sell |
3,792
-12
| -0.3% | -$825 | 0.02% | 434 |
|
|
2021
Q4 | $258K | Buy |
3,804
+510
| +15% | +$33.2K | 0.02% | 422 |
|
|
2021
Q3 | $206K | Sell |
3,294
-691
| -17% | -$46.7K | 0.02% | 404 |
|
|
2021
Q2 | $263K | Sell |
3,985
-4,545
| -53% | -$316K | 0.02% | 375 |
|
|
2021
Q1 | $567K | Sell |
8,530
-11,600
| -58% | -$733K | 0.06% | 232 |
|
|
2020
Q4 | $1.32M | Sell |
20,130
-383
| -2% | -$26.7K | 0.17% | 111 |
|
|
2020
Q3 | $1.42M | Buy |
20,513
+2,193
| +12% | +$150K | 0.2% | 99 |
|
|
2020
Q2 | $1.15M | Buy |
18,320
+736
| +4% | +$46.4K | 0.18% | 106 |
|
|
2020
Q1 | $1.06M | Sell |
17,584
-1,280
| -7% | -$83.4K | 0.2% | 105 |
|
|
2019
Q4 | $1.2M | Buy |
18,864
+3,940
| +26% | +$246K | 0.2% | 94 |
|
|
2019
Q3 | $968K | Buy |
14,924
+244
| +2% | +$15.2K | 0.19% | 95 |
|
|
2019
Q2 | $874K | Buy |
14,680
+496
| +3% | +$28.5K | 0.2% | 98 |
|
|
2019
Q1 | $801K | Buy |
14,184
+3,356
| +31% | +$179K | 0.2% | 98 |
|
|
2018
Q4 | $534K | Sell |
10,828
-2,219
| -17% | -$111K | 0.13% | 120 |
|
|
2018
Q3 | $616K | Buy |
13,047
+2,847
| +28% | +$134K | 0.16% | 128 |
|
|
2018
Q2 | $466K | Buy |
10,200
+4,896
| +92% | +$219K | 0.14% | 113 |
|
|
2018
Q1 | $241K | Buy |
5,304
+487
| +10% | +$21.7K | 0.09% | 169 |
|
|
2017
Q4 | $228K | Buy |
4,817
+449
| +10% | +$22.3K | 0.11% | 166 |
|
|
2017
Q3 | $208K | Sell |
4,368
-194
| -4% | -$9.31K | 0.13% | 153 |
|
|
2017
Q2 | $208K | Buy |
+4,562
| New | +$210K | 0.14% | 129 |
|
Other funds holding XEL
VCM
VPM
