Simplex Trading’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 4255 |
|
|
2025
Q1 | – | Sell |
-29,314
| Closed | -$1.98M | – | 4214 |
|
|
2024
Q4 | $1.98M | Sell |
29,314
-23,577
| -45% | -$1.59M | ﹤0.01% | 271 |
|
|
2024
Q3 | $3.45M | Buy |
52,891
+21,905
| +71% | +$1.43M | ﹤0.01% | 190 |
|
|
2024
Q2 | $1.65M | Buy |
30,986
+6,848
| +28% | +$366K | ﹤0.01% | 330 |
|
|
2024
Q1 | $1.3M | Buy |
24,138
+11,578
| +92% | +$622K | ﹤0.01% | 390 |
|
|
2023
Q4 | $777K | Sell |
12,560
-1,284
| -9% | -$79.4K | ﹤0.01% | 502 |
|
|
2023
Q3 | $792K | Sell |
13,844
-14,624
| -51% | -$837K | ﹤0.01% | 413 |
|
|
2023
Q2 | $1.77M | Buy |
+28,468
| New | +$1.77M | ﹤0.01% | 251 |
|
|
2023
Q1 | – | Sell |
-12,858
| Closed | -$901K | – | 4275 |
|
|
2022
Q4 | $901K | Sell |
12,858
-16,084
| -56% | -$1.13M | ﹤0.01% | 339 |
|
|
2022
Q3 | $1.85M | Buy |
28,942
+11,479
| +66% | +$735K | ﹤0.01% | 228 |
|
|
2022
Q2 | $1.24M | Buy |
+17,463
| New | +$1.24M | ﹤0.01% | 317 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 4429 |
|
|
2021
Q4 | – | Sell |
-8,752
| Closed | -$586K | – | 4426 |
|
|
2021
Q3 | $586K | Sell |
8,752
-300
| -3% | -$20.1K | ﹤0.01% | 768 |
|
|
2021
Q2 | $596K | Buy |
9,052
+5,381
| +147% | +$354K | ﹤0.01% | 780 |
|
|
2021
Q1 | $244K | Buy |
+3,671
| New | +$244K | ﹤0.01% | 995 |
|
|
2020
Q4 | – | Sell |
-2,310
| Closed | -$159K | – | 3526 |
|
|
2020
Q3 | $159K | Sell |
2,310
-3,198
| -58% | -$220K | ﹤0.01% | 926 |
|
|
2020
Q2 | $344K | Sell |
5,508
-83
| -1% | -$5.18K | ﹤0.01% | 574 |
|
|
2020
Q1 | $337K | Sell |
5,591
-6,486
| -54% | -$391K | ﹤0.01% | 566 |
|
|
2019
Q4 | $766K | Buy |
+12,077
| New | +$766K | ﹤0.01% | 341 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3080 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 3042 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 3044 |
|
|
2018
Q4 | – | Sell |
-2,372
| Closed | -$111K | – | 3032 |
|
|
2018
Q3 | $111K | Buy |
+2,372
| New | +$111K | ﹤0.01% | 1001 |
|
|
2018
Q2 | – | Sell |
-2,459
| Closed | -$111K | – | 3064 |
|
|
2018
Q1 | $111K | Buy |
2,459
+1,825
| +288% | +$82.4K | ﹤0.01% | 869 |
|
|
2017
Q4 | $30K | Buy |
+634
| New | +$30K | ﹤0.01% | 1348 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 2872 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 2880 |
|
|
2017
Q1 | – | Sell |
-1,075
| Closed | -$43K | – | 2853 |
|
|
2016
Q4 | $43K | Buy |
+1,075
| New | +$43K | ﹤0.01% | 1003 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 2808 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 2804 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 2726 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 2728 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 2724 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 2671 |
|
|
2015
Q1 | – | Sell |
-1,356
| Closed | -$49K | – | 2526 |
|
|
2014
Q4 | $49K | Buy |
+1,356
| New | +$49K | 0.01% | 679 |
|