SNS Financial Group’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $518K | Buy |
6,472
+211
| +3% | +$16.6K | 0.04% | 125 |
|
|
2025
Q4 | $466K | Sell |
6,261
-317
| -5% | -$25K | 0.04% | 129 |
|
|
2025
Q3 | $534K | Buy |
6,578
+9
| +0.1% | +$651 | 0.05% | 117 |
|
|
2025
Q2 | $451K | Sell |
6,569
-39
| -0.6% | -$2.71K | 0.04% | 124 |
|
|
2025
Q1 | $472K | Sell |
6,608
-117
| -2% | -$7.96K | 0.05% | 118 |
|
|
2024
Q4 | $454K | Buy |
6,725
+3
| +0% | +$201 | 0.05% | 118 |
|
|
2024
Q3 | $443K | Sell |
6,722
-169
| -2% | -$10K | 0.04% | 121 |
|
|
2024
Q2 | $372K | Buy |
6,891
+38
| +0.6% | +$2.07K | 0.04% | 124 |
|
|
2024
Q1 | $372K | Buy |
6,853
+31
| +0.5% | +$1.77K | 0.04% | 133 |
|
|
2023
Q4 | $426K | Sell |
6,822
-296
| -4% | -$17.8K | 0.05% | 125 |
|
|
2023
Q3 | $411K | Sell |
7,118
-23
| -0.3% | -$1.38K | 0.05% | 124 |
|
|
2023
Q2 | $448K | Sell |
7,141
-6
| -0.1% | -$401 | 0.06% | 117 |
|
|
2023
Q1 | $486K | Sell |
7,147
-371
| -5% | -$25K | 0.06% | 113 |
|
|
2022
Q4 | $531K | Sell |
7,518
-57
| -0.8% | -$3.79K | 0.07% | 108 |
|
|
2022
Q3 | $488K | Buy |
7,575
+135
| +2% | +$9.83K | 0.07% | 109 |
|
|
2022
Q2 | $530K | Buy |
7,440
+170
| +2% | +$12.4K | 0.07% | 108 |
|
|
2022
Q1 | $525K | Hold |
7,270
| – | – | 0.06% | 121 |
|
|
2021
Q4 | $492K | Sell |
7,270
-179
| -2% | -$11.7K | 0.06% | 138 |
|
|
2021
Q3 | $466K | Sell |
7,449
-281
| -4% | -$19K | 0.06% | 134 |
|
|
2021
Q2 | $510K | Buy |
7,730
+110
| +1% | +$7.66K | 0.07% | 125 |
|
|
2021
Q1 | $507K | Buy |
7,620
+25
| +0.3% | +$1.58K | 0.07% | 122 |
|
|
2020
Q4 | $506K | Sell |
7,595
-1,052
| -12% | -$73.3K | 0.07% | 120 |
|
|
2020
Q3 | $596K | Sell |
8,647
-781
| -8% | -$53.3K | 0.1% | 112 |
|
|
2020
Q2 | $589K | Sell |
9,428
-67
| -0.7% | -$4.22K | 0.11% | 109 |
|
|
2020
Q1 | $572K | Sell |
9,495
-833
| -8% | -$54.3K | 0.12% | 117 |
|
|
2019
Q4 | $655K | Buy |
10,328
+351
| +4% | +$22K | 0.12% | 111 |
|
|
2019
Q3 | $648K | Sell |
9,977
-529
| -5% | -$33K | 0.13% | 97 |
|
|
2019
Q2 | $625K | Buy |
10,506
+2,438
| +30% | +$140K | 0.13% | 102 |
|
|
2019
Q1 | $453K | Sell |
8,068
-684
| -8% | -$36.4K | 0.1% | 120 |
|
|
2018
Q4 | $432K | Buy |
8,752
+2,082
| +31% | +$104K | 0.11% | 118 |
|
|
2018
Q3 | $315K | Buy |
6,670
+153
| +2% | +$7.22K | 0.08% | 135 |
|
|
2018
Q2 | $297K | Buy |
6,517
+54
| +0.8% | +$2.42K | 0.08% | 130 |
|
|
2018
Q1 | $294K | Buy |
6,463
+391
| +6% | +$17.4K | 0.08% | 126 |
|
|
2017
Q4 | $293K | Sell |
6,072
-2,552
| -30% | -$127K | 0.07% | 142 |
|
|
2017
Q3 | $408K | Buy |
8,624
+1,617
| +23% | +$77.6K | 0.1% | 113 |
|
|
2017
Q2 | $322K | Sell |
7,007
-1,467
| -17% | -$67.5K | 0.09% | 127 |
|
|
2017
Q1 | $376K | Buy |
8,474
+195
| +2% | +$8.26K | 0.1% | 123 |
|
|
2016
Q4 | $337K | Buy |
+8,279
| New | +$331K | 0.1% | 126 |
|
Other funds holding XEL
VCM
VPM
