TWA
TCI Wealth Advisors’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Sell |
4,133
-47
| -1% | -$3.2K | 0.02% | 188 |
|
|
2025
Q1 | $296K | Sell |
4,180
-127
| -3% | -$8.99K | 0.02% | 173 |
|
|
2024
Q4 | $291K | Buy |
4,307
+116
| +3% | +$7.83K | 0.02% | 173 |
|
|
2024
Q3 | $274K | Sell |
4,191
-3
| -0.1% | -$196 | 0.02% | 192 |
|
|
2024
Q2 | $224K | Sell |
4,194
-10
| -0.2% | -$534 | 0.02% | 206 |
|
|
2024
Q1 | $226K | Sell |
4,204
-29
| -0.7% | -$1.56K | 0.02% | 195 |
|
|
2023
Q4 | $262K | Buy |
4,233
+62
| +1% | +$3.84K | 0.03% | 174 |
|
|
2023
Q3 | $239K | Sell |
4,171
-111
| -3% | -$6.35K | 0.03% | 174 |
|
|
2023
Q2 | $266K | Sell |
4,282
-814
| -16% | -$50.6K | 0.03% | 157 |
|
|
2023
Q1 | $344K | Buy |
5,096
+818
| +19% | +$55.2K | 0.04% | 134 |
|
|
2022
Q4 | $300K | Sell |
4,278
-132
| -3% | -$9.26K | 0.04% | 141 |
|
|
2022
Q3 | $282K | Buy |
4,410
+11
| +0.3% | +$703 | 0.05% | 128 |
|
|
2022
Q2 | $311K | Buy |
4,399
+125
| +3% | +$8.84K | 0.05% | 128 |
|
|
2022
Q1 | $309K | Buy |
4,274
+5
| +0.1% | +$361 | 0.05% | 138 |
|
|
2021
Q4 | $289K | Sell |
4,269
-57
| -1% | -$3.86K | 0.04% | 143 |
|
|
2021
Q3 | $270K | Hold |
4,326
| – | – | 0.04% | 141 |
|
|
2021
Q2 | $285K | Buy |
4,326
+57
| +1% | +$3.76K | 0.05% | 141 |
|
|
2021
Q1 | $284K | Buy |
4,269
+103
| +2% | +$6.85K | 0.12% | 123 |
|
|
2020
Q4 | $278K | Hold |
4,166
| – | – | 0.12% | 118 |
|
|
2020
Q3 | $287K | Hold |
4,166
| – | – | 0.11% | 118 |
|
|
2020
Q2 | $260K | Buy |
4,166
+3
| +0.1% | +$187 | 0.11% | 117 |
|
|
2020
Q1 | $251K | Sell |
4,163
-643
| -13% | -$38.8K | 0.12% | 115 |
|
|
2019
Q4 | $305K | Buy |
4,806
+646
| +16% | +$41K | 0.12% | 127 |
|
|
2019
Q3 | $270K | Hold |
4,160
| – | – | 0.12% | 120 |
|
|
2019
Q2 | $247K | Hold |
4,160
| – | – | 0.11% | 122 |
|
|
2019
Q1 | $234K | Hold |
4,160
| – | – | 0.1% | 132 |
|
|
2018
Q4 | $205K | Buy |
4,160
+5
| +0.1% | +$246 | 0.1% | 134 |
|
|
2018
Q3 | $196K | Hold |
4,155
| – | – | 0.08% | 147 |
|
|
2018
Q2 | $190K | Hold |
4,155
| – | – | 0.08% | 147 |
|
|
2018
Q1 | $189K | Hold |
4,155
| – | – | 0.09% | 147 |
|
|
2017
Q4 | $200K | Hold |
4,155
| – | – | 0.09% | 154 |
|
|
2017
Q3 | $197K | Hold |
4,155
| – | – | 0.1% | 138 |
|
|
2017
Q2 | $191K | Hold |
4,155
| – | – | 0.1% | 139 |
|
|
2017
Q1 | $185K | Hold |
4,155
| – | – | 0.1% | 138 |
|
|
2016
Q4 | $169K | Buy |
4,155
+70
| +2% | +$2.85K | 0.09% | 153 |
|
|
2016
Q3 | $168K | Hold |
4,085
| – | – | 0.09% | 146 |
|
|
2016
Q2 | $183K | Hold |
4,085
| – | – | 0.1% | 131 |
|
|
2016
Q1 | $171K | Hold |
4,085
| – | – | 0.09% | 147 |
|
|
2015
Q4 | $147K | Sell |
4,085
-1,168
| -22% | -$42K | 0.08% | 163 |
|
|
2015
Q3 | $186K | Hold |
5,253
| – | – | 0.11% | 134 |
|
|
2015
Q2 | $169K | Hold |
5,253
| – | – | 0.1% | 148 |
|
|
2015
Q1 | $183K | Buy |
5,253
+3,516
| +202% | +$122K | 0.11% | 121 |
|
|
2014
Q4 | $62K | Buy |
1,737
+1,168
| +205% | +$41.7K | 0.04% | 227 |
|
|
2014
Q3 | $17K | Buy |
569
+489
| +611% | +$14.6K | 0.01% | 357 |
|
|
2014
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 712 |
|
|
2014
Q1 | $2K | Hold |
80
| – | – | ﹤0.01% | 749 |
|
|
2013
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 734 |
|
|
2013
Q3 | $2K | Sell |
80
-547
| -87% | -$13.7K | ﹤0.01% | 659 |
|
|
2013
Q2 | $18K | Buy |
+627
| New | +$18K | 0.01% | 312 |
|