Tower View Wealth Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $50.4K | Buy |
635
+4
| +0.6% | +$314 | 0.03% | 94 |
|
|
2025
Q4 | $46.6K | Buy |
631
+104
| +20% | +$8.2K | 0.02% | 89 |
|
|
2025
Q3 | $42.5K | Buy |
527
+4
| +0.8% | +$289 | 0.02% | 88 |
|
|
2025
Q2 | $35.6K | Buy |
523
+4
| +0.8% | +$277 | 0.02% | 105 |
|
|
2025
Q1 | $36.7K | Buy |
519
+4
| +0.8% | +$272 | 0.02% | 87 |
|
|
2024
Q4 | $34.7K | Buy |
515
+5
| +1% | +$335 | 0.02% | 91 |
|
|
2024
Q3 | $33.3K | Buy |
510
+5
| +1% | +$297 | 0.02% | 92 |
|
|
2024
Q2 | $27K | Buy |
505
+5
| +1% | +$272 | 0.02% | 95 |
|
|
2024
Q1 | $26.9K | Sell |
500
-483
| -49% | -$27.6K | 0.02% | 99 |
|
|
2023
Q4 | $61K | Buy |
983
+32
| +3% | +$1.92K | 0.04% | 75 |
|
|
2023
Q3 | $54K | Buy |
951
+7
| +0.7% | +$421 | 0.04% | 77 |
|
|
2023
Q2 | $59K | Buy |
944
+7
| +0.7% | +$467 | 0.04% | 71 |
|
|
2023
Q1 | $63K | Buy |
937
+7
| +0.8% | +$472 | 0.04% | 75 |
|
|
2022
Q4 | $65K | Buy |
930
+7
| +0.8% | +$466 | 0.05% | 75 |
|
|
2022
Q3 | $59K | Buy |
923
+7
| +0.8% | +$510 | 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% | -$5.29K | 0.03% | 95 |
|
|
2021
Q1 | $66K | Buy |
992
+76
| +8% | +$4.8K | 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 | +$45.5K | 0.04% | 94 |
|
Other funds holding XEL
VCM
VPM
