TD Private Client Wealth’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 | $3.65M | Buy |
53,571
+235
| +0.4% | +$16K | 0.09% | 161 |
|
|
2025
Q1 | $3.78M | Buy |
53,336
+2,022
| +4% | +$143K | 0.1% | 138 |
|
|
2024
Q4 | $3.46M | Sell |
51,314
-1,248
| -2% | -$84.3K | 0.1% | 152 |
|
|
2024
Q3 | $3.43M | Sell |
52,562
-472
| -0.9% | -$30.8K | 0.1% | 160 |
|
|
2024
Q2 | $2.83M | Buy |
53,034
+27,943
| +111% | +$1.49M | 0.09% | 172 |
|
|
2024
Q1 | $1.35M | Sell |
25,091
-7,333
| -23% | -$394K | 0.04% | 305 |
|
|
2023
Q4 | $2.01M | Buy |
32,424
+19,593
| +153% | +$1.21M | 0.07% | 219 |
|
|
2023
Q3 | $734K | Buy |
12,831
+8,142
| +174% | +$466K | 0.03% | 358 |
|
|
2023
Q2 | $292K | Sell |
4,689
-70
| -1% | -$4.35K | 0.01% | 503 |
|
|
2023
Q1 | $321K | Sell |
4,759
-739
| -13% | -$49.8K | 0.01% | 483 |
|
|
2022
Q4 | $385K | Sell |
5,498
-55
| -1% | -$3.86K | 0.02% | 459 |
|
|
2022
Q3 | $355K | Buy |
5,553
+99
| +2% | +$6.34K | 0.02% | 449 |
|
|
2022
Q2 | $386K | Sell |
5,454
-818
| -13% | -$57.9K | 0.02% | 439 |
|
|
2022
Q1 | $453K | Sell |
6,272
-166
| -3% | -$12K | 0.02% | 439 |
|
|
2021
Q4 | $436K | Buy |
6,438
+291
| +5% | +$19.7K | 0.02% | 440 |
|
|
2021
Q3 | $384K | Sell |
6,147
-35
| -0.6% | -$2.19K | 0.02% | 438 |
|
|
2021
Q2 | $407K | Buy |
6,182
+139
| +2% | +$9.16K | 0.02% | 431 |
|
|
2021
Q1 | $402K | Sell |
6,043
-2,207
| -27% | -$147K | 0.02% | 421 |
|
|
2020
Q4 | $550K | Sell |
8,250
-6,758
| -45% | -$451K | 0.03% | 369 |
|
|
2020
Q3 | $1.04M | Buy |
15,008
+8,969
| +149% | +$619K | 0.06% | 287 |
|
|
2020
Q2 | $377K | Buy |
6,039
+116
| +2% | +$7.25K | 0.02% | 382 |
|
|
2020
Q1 | $357K | Sell |
5,923
-215
| -4% | -$13K | 0.03% | 369 |
|
|
2019
Q4 | $390K | Buy |
+6,138
| New | +$390K | 0.02% | 387 |
|