SVB Wealth’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,490
| Closed | -$176K | – | 1641 |
|
|
2025
Q1 | $176K | Sell |
2,490
-3,265
| -57% | -$222K | 0.01% | 327 |
|
|
2024
Q4 | $389K | Buy |
+5,755
| New | +$386K | 0.01% | 487 |
|
|
2024
Q3 | – | Sell |
-6,222
| Closed | -$332K | – | 633 |
|
|
2024
Q2 | $332K | Sell |
6,222
-950
| -13% | -$51.7K | 0.01% | 539 |
|
|
2024
Q1 | $386K | Sell |
7,172
-822
| -10% | -$46.9K | 0.01% | 554 |
|
|
2023
Q4 | $495K | Buy |
7,994
+2,761
| +53% | +$166K | 0.01% | 478 |
|
|
2023
Q3 | $299K | Buy |
5,233
+17
| +0.3% | +$1.02K | 0.01% | 610 |
|
|
2023
Q2 | $324K | Sell |
5,216
-763
| -13% | -$50.9K | 0.01% | 634 |
|
|
2023
Q1 | $403K | Sell |
5,979
-949
| -14% | -$64K | 0.01% | 603 |
|
|
2022
Q4 | $486K | Sell |
6,928
-792
| -10% | -$52.7K | 0.01% | 570 |
|
|
2022
Q3 | $494K | Buy |
7,720
+3,219
| +72% | +$234K | 0.01% | 537 |
|
|
2022
Q2 | $318K | Buy |
4,501
+23
| +0.5% | +$1.67K | ﹤0.01% | 545 |
|
|
2022
Q1 | $323K | Buy |
4,478
+433
| +11% | +$29.8K | ﹤0.01% | 567 |
|
|
2021
Q4 | $274K | Buy |
+4,045
| New | +$264K | ﹤0.01% | 611 |
|
|
2021
Q3 | – | Sell |
-3,103
| Closed | -$204K | – | 1053 |
|
|
2021
Q2 | $204K | Sell |
3,103
-51
| -2% | -$3.55K | ﹤0.01% | 888 |
|
|
2021
Q1 | $210K | Sell |
3,154
-52
| -2% | -$3.29K | ﹤0.01% | 821 |
|
|
2020
Q4 | $213K | Sell |
3,206
-35
| -1% | -$2.44K | ﹤0.01% | 729 |
|
|
2020
Q3 | $223K | Sell |
3,241
-64
| -2% | -$4.37K | ﹤0.01% | 610 |
|
|
2020
Q2 | $207K | Sell |
3,305
-557
| -14% | -$35.1K | ﹤0.01% | 540 |
|
|
2020
Q1 | $233K | Sell |
3,862
-80
| -2% | -$5.21K | 0.01% | 442 |
|
|
2019
Q4 | $250K | Sell |
3,942
-1,459
| -27% | -$91.3K | ﹤0.01% | 529 |
|
|
2019
Q3 | $350K | Hold |
5,401
| – | – | 0.01% | 420 |
|
|
2019
Q2 | $321K | Sell |
5,401
-78
| -1% | -$4.48K | 0.01% | 432 |
|
|
2019
Q1 | $308K | Buy |
5,479
+201
| +4% | +$10.7K | 0.01% | 339 |
|
|
2018
Q4 | $260K | Sell |
5,278
-2,297
| -30% | -$115K | 0.01% | 360 |
|
|
2018
Q3 | $358K | Sell |
7,575
-200
| -3% | -$9.44K | 0.01% | 361 |
|
|
2018
Q2 | $355K | Sell |
7,775
-1,464
| -16% | -$65.6K | 0.01% | 364 |
|
|
2018
Q1 | $420K | Sell |
9,239
-371
| -4% | -$16.5K | 0.02% | 357 |
|
|
2017
Q4 | $462K | Buy |
9,610
+4,843
| +102% | +$240K | 0.02% | 357 |
|
|
2017
Q3 | $226K | Sell |
4,767
-95
| -2% | -$4.56K | 0.01% | 426 |
|
|
2017
Q2 | $223K | Buy |
+4,862
| New | +$224K | 0.01% | 443 |
|
Other funds holding XEL
