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Tower View Wealth Management’s Xcel Energy XEL Stock Holding History

Tower View Wealth Management’s Portfolio XEL Stock Details XEL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$35.6K Buy
523
+4
+0.8% +$272 0.02% 105
2025
Q1 		$36.7K Buy
519
+4
+0.8% +$283 0.02% 87
2024
Q4 		$34.7K Buy
515
+5
+1% +$337 0.02% 91
2024
Q3 		$33.3K Buy
510
+5
+1% +$327 0.02% 92
2024
Q2 		$27K Buy
505
+5
+1% +$267 0.02% 95
2024
Q1 		$26.9K Sell
500
-483
-49% -$26K 0.02% 99
2023
Q4 		$61K Buy
983
+32
+3% +$1.99K 0.04% 75
2023
Q3 		$54K Buy
951
+7
+0.7% +$397 0.04% 77
2023
Q2 		$59K Buy
944
+7
+0.7% +$438 0.04% 71
2023
Q1 		$63K Buy
937
+7
+0.8% +$471 0.04% 75
2022
Q4 		$65K Buy
930
+7
+0.8% +$489 0.05% 75
2022
Q3 		$59K Buy
923
+7
+0.8% +$447 0.04% 74
2022
Q2 		$65K Hold
916
– – 0.05% 73
2022
Q1 		$66K Hold
916
– – 0.04% 94
2021
Q4 		$62K Hold
916
– – 0.03% 100
2021
Q3 		$57K Hold
916
– – 0.03% 98
2021
Q2 		$60K Sell
916
-76
-8% -$4.98K 0.03% 95
2021
Q1 		$66K Buy
992
+76
+8% +$5.06K 0.04% 96
2020
Q4 		$61K Hold
916
– – 0.03% 99
2020
Q3 		$63K Hold
916
– – 0.04% 87
2020
Q2 		$57K Hold
916
– – 0.04% 80
2020
Q1 		$55K Hold
916
– – 0.05% 72
2019
Q4 		$58K Hold
916
– – 0.04% 79
2019
Q3 		$59K Hold
916
– – 0.05% 79
2019
Q2 		$54K Hold
916
– – 0.05% 77
2019
Q1 		$51K Hold
916
– – 0.05% 76
2018
Q4 		$45K Hold
916
– – 0.05% 77
2018
Q3 		$43K Hold
916
– – 0.04% 96
2018
Q2 		$42K Hold
916
– – 0.04% 94
2018
Q1 		$42K Hold
916
– – 0.04% 92
2017
Q4 		$44K Buy
+916
New +$44K 0.04% 94