SSWM
XEL icon

Sheets Smith Wealth Management’s Xcel Energy XEL Stock Holding History

Sheets Smith Wealth Management’s Portfolio XEL Stock Details XEL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$401K Sell
5,883
-183
-3% -$12.5K 0.05% 308
2025
Q1 		$429K Sell
6,066
-450
-7% -$31.9K 0.05% 267
2024
Q4 		$440K Sell
6,516
-150
-2% -$10.1K 0.05% 279
2024
Q3 		$435K Sell
6,666
-1,233
-16% -$80.5K 0.05% 271
2024
Q2 		$422K Sell
7,899
-1,500
-16% -$80.1K 0.05% 271
2024
Q1 		$505K Sell
9,399
-1,200
-11% -$64.5K 0.06% 239
2023
Q4 		$656K Sell
10,599
-830
-7% -$51.4K 0.09% 178
2023
Q3 		$654K Hold
11,429
– – 0.1% 172
2023
Q2 		$711K Hold
11,429
– – 0.1% 170
2023
Q1 		$771K Sell
11,429
-2,250
-16% -$152K 0.12% 160
2022
Q4 		$959K Hold
13,679
– – 0.15% 133
2022
Q3 		$875K Buy
13,679
+5,000
+58% +$320K 0.15% 140
2022
Q2 		$614K Sell
8,679
-5,001
-37% -$354K 0.1% 162
2022
Q1 		$987K Sell
13,680
-14,250
-51% -$1.03M 0.14% 144
2021
Q4 		$1.89M Hold
27,930
– – 0.23% 99
2021
Q3 		$1.75M Hold
27,930
– – 0.24% 108
2021
Q2 		$1.84M Hold
27,930
– – 0.25% 97
2021
Q1 		$1.86M Hold
27,930
– – 0.27% 93
2020
Q4 		$1.86M Buy
27,930
+80
+0.3% +$5.33K 0.28% 90
2020
Q3 		$1.92M Hold
27,850
– – 0.33% 76
2020
Q2 		$1.74M Hold
27,850
– – 0.35% 77
2020
Q1 		$1.68M Hold
27,850
– – 0.35% 74
2019
Q4 		$1.77M Hold
27,850
– – 0.34% 77
2019
Q3 		$1.81M Sell
27,850
-7,500
-21% -$487K 0.37% 73
2019
Q2 		$2.1M Sell
35,350
-125
-0.4% -$7.44K 0.43% 65
2019
Q1 		$1.99M Hold
35,475
– – 0.43% 65
2018
Q4 		$1.75M Hold
35,475
– – 0.47% 64
2018
Q3 		$1.68M Hold
35,475
– – 0.35% 76
2018
Q2 		$1.62M Hold
35,475
– – 0.38% 70
2018
Q1 		$1.61M Hold
35,475
– – 0.39% 69
2017
Q4 		$1.71M Sell
35,475
-5,900
-14% -$284K 0.4% 71
2017
Q3 		$1.96M Hold
41,375
– – 0.49% 58
2017
Q2 		$1.9M Hold
41,375
– – 0.5% 59
2017
Q1 		$1.84M Sell
41,375
-100
-0.2% -$4.45K 0.49% 64
2016
Q4 		$1.69M Buy
41,475
+50
+0.1% +$2.04K 0.47% 63
2016
Q3 		$1.7M Hold
41,425
– – 0.48% 61
2016
Q2 		$1.86M Hold
41,425
– – 0.54% 54
2016
Q1 		$1.73M Hold
41,425
– – 0.53% 54
2015
Q4 		$1.49M Hold
41,425
– – 0.45% 67
2015
Q3 		$1.47M Buy
41,425
+925
+2% +$32.8K 0.5% 60
2015
Q2 		$1.3M Sell
40,500
-4,725
-10% -$152K 0.36% 85
2015
Q1 		$1.57M Hold
45,225
– – 0.43% 66
2014
Q4 		$1.62M Hold
45,225
– – 0.42% 69
2014
Q3 		$1.38M Hold
45,225
– – 0.37% 82
2014
Q2 		$1.46M Hold
45,225
– – 0.39% 74
2014
Q1 		$1.37M Hold
45,225
– – 0.38% 71
2013
Q4 		$1.26M Hold
45,225
– – 0.35% 73
2013
Q3 		$1.25M Hold
45,225
– – 0.41% 67
2013
Q2 		$1.28M Buy
+45,225
New +$1.28M 0.44% 63