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

Sheets Smith Wealth Management’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$408K	Sell
2025 Q2	$401K	Sell
2025 Q1	$429K	Sell
2024 Q4	$440K	Sell
2024 Q3	$435K	Sell
2024 Q2	$422K	Sell
2024 Q1	$505K	Sell
2023 Q4	$656K	Sell
2023 Q3	$654K	Hold
2023 Q2	$711K	Hold
2023 Q1	$771K	Sell
2022 Q4	$959K	Hold
2022 Q3	$875K	Buy
2022 Q2	$614K	Sell
2022 Q1	$987K	Sell
2021 Q4	$1.89M	Hold
2021 Q3	$1.75M	Hold
2021 Q2	$1.84M	Hold
2021 Q1	$1.86M	Hold
2020 Q4	$1.86M	Buy
2020 Q3	$1.92M	Hold
2020 Q2	$1.74M	Hold
2020 Q1	$1.68M	Hold
2019 Q4	$1.77M	Hold
2019 Q3	$1.81M	Sell
2019 Q2	$2.1M	Sell
2019 Q1	$1.99M	Hold
2018 Q4	$1.75M	Hold
2018 Q3	$1.68M	Hold
2018 Q2	$1.62M	Hold
2018 Q1	$1.61M	Hold
2017 Q4	$1.71M	Sell
2017 Q3	$1.96M	Hold
2017 Q2	$1.9M	Hold
2017 Q1	$1.84M	Sell
2016 Q4	$1.69M	Buy
2016 Q3	$1.7M	Hold
2016 Q2	$1.85M	Hold
2016 Q1	$1.73M	Hold
2015 Q4	$1.49M	Hold
2015 Q3	$1.47M	Buy
2015 Q2	$1.3M	Sell
2015 Q1	$1.57M	Hold
2014 Q4	$1.62M	Hold
2014 Q3	$1.38M	Hold
2014 Q2	$1.46M	Hold
2014 Q1	$1.37M	Hold
2013 Q4	$1.26M	Hold
2013 Q3	$1.25M	Hold
2013 Q2	$1.28M	Buy