SVWAG
Sound View Wealth Advisors Group’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Buy |
30,666
+13,830
| +82% | +$942K | 0.15% | 127 |
|
|
2025
Q1 | $1.19M | Buy |
16,836
+1,218
| +8% | +$86.2K | 0.1% | 159 |
|
|
2024
Q4 | $1.05M | Buy |
15,618
+11,745
| +303% | +$793K | 0.08% | 171 |
|
|
2024
Q3 | $253K | Buy |
+3,873
| New | +$253K | 0.02% | 366 |
|
|
2024
Q1 | – | Sell |
-4,788
| Closed | -$296K | – | 396 |
|
|
2023
Q4 | $296K | Buy |
4,788
+595
| +14% | +$36.8K | 0.03% | 305 |
|
|
2023
Q3 | $240K | Buy |
4,193
+505
| +14% | +$28.9K | 0.03% | 321 |
|
|
2023
Q2 | $229K | Buy |
3,688
+86
| +2% | +$5.35K | 0.03% | 330 |
|
|
2023
Q1 | $243K | Sell |
3,602
-1,186
| -25% | -$80K | 0.03% | 317 |
|
|
2022
Q4 | $296K | Buy |
4,788
+1,623
| +51% | +$100K | 0.03% | 305 |
|
|
2022
Q3 | $203K | Hold |
3,165
| – | – | 0.05% | 257 |
|
|
2022
Q2 | $224K | Sell |
3,165
-7
| -0.2% | -$495 | 0.05% | 260 |
|
|
2022
Q1 | $229K | Buy |
3,172
+7
| +0.2% | +$505 | 0.04% | 270 |
|
|
2021
Q4 | $214K | Buy |
+3,165
| New | +$214K | 0.04% | 277 |
|
|
2021
Q3 | – | Sell |
-3,165
| Closed | -$209K | – | 297 |
|
|
2021
Q2 | $209K | Hold |
3,165
| – | – | 0.04% | 272 |
|
|
2021
Q1 | $211K | Buy |
+3,165
| New | +$211K | 0.05% | 255 |
|
|
2020
Q4 | – | Sell |
-2,985
| Closed | -$206K | – | 262 |
|
|
2020
Q3 | $206K | Buy |
+2,985
| New | +$206K | 0.05% | 235 |
|