Steward Partners Investment Advisory’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 | $1.19M | Sell |
17,541
-1,687
| -9% | -$115K | 0.01% | 919 |
|
|
2025
Q1 | $1.36M | Buy |
19,228
+2,450
| +15% | +$173K | 0.01% | 795 |
|
|
2024
Q4 | $1.13M | Buy |
16,778
+1,329
| +9% | +$89.7K | 0.01% | 831 |
|
|
2024
Q3 | $1.01M | Buy |
15,449
+1,301
| +9% | +$85K | 0.01% | 844 |
|
|
2024
Q2 | $756K | Sell |
14,148
-1,299
| -8% | -$69.4K | 0.01% | 907 |
|
|
2024
Q1 | $830K | Sell |
15,447
-18,789
| -55% | -$1.01M | 0.01% | 863 |
|
|
2023
Q4 | $2.12M | Sell |
34,236
-1,514
| -4% | -$93.7K | 0.03% | 490 |
|
|
2023
Q3 | $2.05M | Buy |
35,750
+694
| +2% | +$39.7K | 0.03% | 469 |
|
|
2023
Q2 | $2.18M | Sell |
35,056
-2,323
| -6% | -$144K | 0.03% | 459 |
|
|
2023
Q1 | $2.52M | Buy |
37,379
+747
| +2% | +$50.4K | 0.04% | 407 |
|
|
2022
Q4 | $2.57M | Buy |
36,632
+1,032
| +3% | +$72.4K | 0.04% | 383 |
|
|
2022
Q3 | $2.28M | Sell |
35,600
-1,936
| -5% | -$124K | 0.04% | 390 |
|
|
2022
Q2 | $2.66M | Sell |
37,536
-332
| -0.9% | -$23.5K | 0.05% | 362 |
|
|
2022
Q1 | $2.73M | Sell |
37,868
-6,215
| -14% | -$449K | 0.04% | 386 |
|
|
2021
Q4 | $2.98M | Sell |
44,083
-757
| -2% | -$51.2K | 0.05% | 379 |
|
|
2021
Q3 | $2.8M | Buy |
44,840
+1,152
| +3% | +$72K | 0.05% | 371 |
|
|
2021
Q2 | $2.88M | Buy |
43,688
+6,498
| +17% | +$428K | 0.05% | 365 |
|
|
2021
Q1 | $2.47M | Buy |
37,190
+6,554
| +21% | +$436K | 0.04% | 380 |
|
|
2020
Q4 | $2.04M | Buy |
30,636
+8,066
| +36% | +$538K | 0.04% | 362 |
|
|
2020
Q3 | $1.56M | Sell |
22,570
-849
| -4% | -$58.6K | 0.04% | 369 |
|
|
2020
Q2 | $1.46M | Buy |
23,419
+2,758
| +13% | +$172K | 0.04% | 364 |
|
|
2020
Q1 | $1.25M | Buy |
20,661
+1,134
| +6% | +$68.3K | 0.05% | 336 |
|
|
2019
Q4 | $1.24M | Buy |
19,527
+835
| +4% | +$53K | 0.04% | 399 |
|
|
2019
Q3 | $1.21M | Buy |
18,692
+606
| +3% | +$39.3K | 0.04% | 366 |
|
|
2019
Q2 | $1.08M | Buy |
18,086
+1,016
| +6% | +$60.4K | 0.04% | 375 |
|
|
2019
Q1 | $959K | Buy |
17,070
+1,102
| +7% | +$61.9K | 0.04% | 370 |
|
|
2018
Q4 | $786K | Buy |
15,968
+2,192
| +16% | +$108K | 0.04% | 383 |
|
|
2018
Q3 | $650K | Buy |
13,776
+1,384
| +11% | +$65.3K | 0.03% | 445 |
|
|
2018
Q2 | $566K | Buy |
12,392
+361
| +3% | +$16.5K | 0.03% | 438 |
|
|
2018
Q1 | $547K | Buy |
12,031
+1,336
| +12% | +$60.7K | 0.04% | 401 |
|
|
2017
Q4 | $514K | Buy |
10,695
+9
| +0.1% | +$433 | 0.04% | 352 |
|
|
2017
Q3 | $505K | Buy |
10,686
+1,712
| +19% | +$80.9K | 0.05% | 292 |
|
|
2017
Q2 | $411K | Buy |
8,974
+7,980
| +803% | +$365K | 0.05% | 302 |
|
|
2017
Q1 | $44K | Buy |
994
+167
| +20% | +$7.39K | 0.01% | 580 |
|
|
2016
Q4 | $33K | Buy |
+827
| New | +$33K | 0.02% | 384 |
|