Sheaff Brock Investment Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,336
| Closed | -$207K | – | 529 |
|
|
2023
Q4 | $207K | Buy |
+3,336
| New | +$200K | 0.02% | 416 |
|
|
2023
Q3 | – | Sell |
-3,316
| Closed | -$206K | – | 492 |
|
|
2023
Q2 | $206K | Hold |
3,316
| – | – | 0.02% | 418 |
|
|
2023
Q1 | $224K | Hold |
3,316
| – | – | 0.02% | 410 |
|
|
2022
Q4 | $233K | Hold |
3,316
| – | – | 0.02% | 393 |
|
|
2022
Q3 | $212K | Hold |
3,316
| – | – | 0.02% | 407 |
|
|
2022
Q2 | $235K | Sell |
3,316
-70
| -2% | -$5.09K | 0.02% | 389 |
|
|
2022
Q1 | $245K | Buy |
3,386
+70
| +2% | +$4.81K | 0.02% | 419 |
|
|
2021
Q4 | $224K | Sell |
3,316
-311
| -9% | -$20.3K | 0.02% | 462 |
|
|
2021
Q3 | $227K | Hold |
3,627
| – | – | 0.02% | 462 |
|
|
2021
Q2 | $239K | Buy |
3,627
+1
| +0% | +$70 | 0.02% | 419 |
|
|
2021
Q1 | $242K | Sell |
3,626
-1
| -0% | -$63 | 0.02% | 402 |
|
|
2020
Q4 | $242K | Sell |
3,627
-1,200
| -25% | -$83.6K | 0.02% | 381 |
|
|
2020
Q3 | $333K | Sell |
4,827
-9
| -0.2% | -$614 | 0.03% | 282 |
|
|
2020
Q2 | $302K | Sell |
4,836
-126
| -3% | -$7.94K | 0.03% | 299 |
|
|
2020
Q1 | $299K | Hold |
4,962
| – | – | 0.04% | 265 |
|
|
2019
Q4 | $315K | Sell |
4,962
-649
| -12% | -$40.6K | 0.03% | 328 |
|
|
2019
Q3 | $364K | Buy |
5,611
+1
| +0% | +$62 | 0.04% | 301 |
|
|
2019
Q2 | $334K | Buy |
5,610
+1
| +0% | +$57 | 0.04% | 318 |
|
|
2019
Q1 | $315K | Sell |
5,609
-232
| -4% | -$12.3K | 0.04% | 332 |
|
|
2018
Q4 | $288K | Buy |
5,841
+3
| +0.1% | +$150 | 0.05% | 323 |
|
|
2018
Q3 | $276K | Buy |
5,838
+3
| +0.1% | +$142 | 0.03% | 370 |
|
|
2018
Q2 | $267K | Buy |
5,835
+3
| +0.1% | +$134 | 0.03% | 390 |
|
|
2018
Q1 | $265K | Buy |
5,832
+2
| +0% | +$89 | 0.03% | 388 |
|
|
2017
Q4 | $280K | Buy |
5,830
+3
| +0.1% | +$149 | 0.04% | 367 |
|
|
2017
Q3 | $276K | Buy |
5,827
+2
| +0% | +$96 | 0.04% | 383 |
|
|
2017
Q2 | $267K | Sell |
5,825
-197
| -3% | -$9.07K | 0.04% | 416 |
|
|
2017
Q1 | $268K | Buy |
6,022
+3
| +0% | +$127 | 0.03% | 426 |
|
|
2016
Q4 | $245K | Sell |
6,019
-797
| -12% | -$31.9K | 0.03% | 464 |
|
|
2016
Q3 | $280K | Sell |
6,816
-998
| -13% | -$42.7K | 0.04% | 375 |
|
|
2016
Q2 | $350K | Buy |
7,814
+3
| +0% | +$124 | 0.04% | 338 |
|
|
2016
Q1 | $327K | Buy |
7,811
+20
| +0.3% | +$780 | 0.04% | 364 |
|
|
2015
Q4 | $280K | Buy |
+7,791
| New | +$278K | 0.03% | 433 |
|
Other funds holding XEL
Sheaff Brock Investment Advisors's XEL Position: Q1 2024 in Review
Sheaff Brock Investment Advisors sold out of Xcel Energy (XEL) in Q1 2024, closing a stake of 3,336 shares — an estimated $207K sold.
Sheaff Brock Investment Advisors first reported a position in XEL in Q4 2015 and held it in 32 quarters. The position peaked at $364K in Q3 2019. 980 funds tracked by Wall St. Rank hold XEL as of Q1 2024.
- Sheaff Brock Investment Advisors reported no remaining Xcel Energy position as of Q1 2024 after selling out during the quarter.
- Sheaff Brock Investment Advisors sold 3,336 Xcel Energy shares in Q1 2024, an estimated $207K.
- Sheaff Brock Investment Advisors first reported a position in Xcel Energy in Q4 2015 and held it in 32 quarters.
- Sheaff Brock Investment Advisors's Xcel Energy position peaked at $364K in Q3 2019.
- 980 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2024, filed 14 May 2024.