Strategic Wealth Partners’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 | $25.3K | Buy |
+372
| New | +$25.3K | ﹤0.01% | 607 |
|
|
2019
Q4 | – | Sell |
-199
| Closed | -$12 | – | 516 |
|
|
2019
Q3 | $12 | Hold |
199
| – | – | ﹤0.01% | 493 |
|
|
2019
Q2 | $11K | Hold |
199
| – | – | 0.01% | 482 |
|
|
2019
Q1 | $11K | Sell |
199
-146
| -42% | -$8.07K | 0.01% | 486 |
|
|
2018
Q4 | $18K | Sell |
345
-91
| -21% | -$4.75K | 0.01% | 364 |
|
|
2018
Q3 | $21K | Hold |
436
| – | – | 0.01% | 323 |
|
|
2018
Q2 | $20K | Sell |
436
-376
| -46% | -$17.2K | 0.01% | 400 |
|
|
2018
Q1 | $37K | Sell |
812
-1,995
| -71% | -$90.9K | 0.02% | 276 |
|
|
2017
Q4 | $142K | Buy |
+2,807
| New | +$142K | 0.08% | 161 |
|