SWA
SFMG Wealth Advisors’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Hold |
7,675
| – | – | 0.04% | 152 |
|
|
2025
Q1 | $543K | Hold |
7,675
| – | – | 0.04% | 141 |
|
|
2024
Q4 | $518K | Hold |
7,675
| – | – | 0.04% | 147 |
|
|
2024
Q3 | $501K | Hold |
7,675
| – | – | 0.04% | 142 |
|
|
2024
Q2 | $410K | Hold |
7,675
| – | – | 0.04% | 162 |
|
|
2024
Q1 | $413K | Hold |
7,675
| – | – | 0.04% | 167 |
|
|
2023
Q4 | $475K | Sell |
7,675
-4
| -0.1% | -$248 | 0.04% | 143 |
|
|
2023
Q3 | $439K | Buy |
7,679
+5
| +0.1% | +$286 | 0.05% | 142 |
|
|
2023
Q2 | $477K | Sell |
7,674
-500
| -6% | -$31.1K | 0.05% | 131 |
|
|
2023
Q1 | $551K | Buy |
8,174
+424
| +5% | +$28.6K | 0.06% | 122 |
|
|
2022
Q4 | $543K | Buy |
7,750
+76
| +1% | +$5.33K | 0.06% | 129 |
|
|
2022
Q3 | $445K | Hold |
7,674
| – | – | 0.05% | 133 |
|
|
2022
Q2 | $543K | Hold |
7,674
| – | – | 0.06% | 121 |
|
|
2022
Q1 | $554K | Buy |
7,674
+2,208
| +40% | +$159K | 0.05% | 132 |
|
|
2021
Q4 | $370K | Sell |
5,466
-407
| -7% | -$27.6K | 0.04% | 175 |
|
|
2021
Q3 | $367K | Hold |
5,873
| – | – | 0.04% | 176 |
|
|
2021
Q2 | $387K | Hold |
5,873
| – | – | 0.04% | 175 |
|
|
2021
Q1 | $391K | Hold |
5,873
| – | – | 0.05% | 163 |
|
|
2020
Q4 | $392K | Buy |
5,873
+407
| +7% | +$27.2K | 0.05% | 146 |
|
|
2020
Q3 | $377K | Buy |
+5,466
| New | +$377K | 0.05% | 123 |
|
|
2018
Q2 | – | Sell |
-7,600
| Closed | -$346K | – | 163 |
|
|
2018
Q1 | $346K | Hold |
7,600
| – | – | 0.06% | 97 |
|
|
2017
Q4 | $366K | Hold |
7,600
| – | – | 0.06% | 98 |
|
|
2017
Q3 | $360K | Hold |
7,600
| – | – | 0.07% | 88 |
|
|
2017
Q2 | $349K | Hold |
7,600
| – | – | 0.07% | 82 |
|
|
2017
Q1 | $338K | Hold |
7,600
| – | – | 0.07% | 82 |
|
|
2016
Q4 | $309K | Hold |
7,600
| – | – | 0.07% | 85 |
|
|
2016
Q3 | $313K | Hold |
7,600
| – | – | 0.07% | 81 |
|
|
2016
Q2 | $340K | Hold |
7,600
| – | – | 0.08% | 79 |
|
|
2016
Q1 | $318K | Buy |
+7,600
| New | +$318K | 0.07% | 75 |
|
|
2015
Q2 | – | Sell |
-6,000
| Closed | -$209K | – | 173 |
|
|
2015
Q1 | $209K | Buy |
+6,000
| New | +$209K | 0.02% | 165 |
|