Townsend & Associates’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 | $617K | Buy |
8,486
+2,338
| +38% | +$170K | 0.06% | 75 |
|
|
2025
Q1 | $424K | Hold |
6,148
| – | – | 0.04% | 78 |
|
|
2024
Q4 | $416K | Hold |
6,148
| – | – | 0.04% | 80 |
|
|
2024
Q3 | $395K | Hold |
6,148
| – | – | 0.04% | 80 |
|
|
2024
Q2 | $353K | Hold |
6,148
| – | – | 0.04% | 82 |
|
|
2024
Q1 | $340K | Buy |
6,148
+7
| +0.1% | +$387 | 0.04% | 81 |
|
|
2023
Q4 | $358K | Buy |
6,141
+6
| +0.1% | +$349 | 0.04% | 81 |
|
|
2023
Q3 | $358K | Buy |
6,135
+6
| +0.1% | +$350 | 0.08% | 77 |
|
|
2023
Q2 | $398K | Buy |
6,129
+6
| +0.1% | +$390 | 0.1% | 97 |
|
|
2023
Q1 | $428K | Buy |
6,123
+5
| +0.1% | +$350 | 0.17% | 93 |
|
|
2022
Q4 | $420K | Buy |
6,118
+5
| +0.1% | +$344 | 0.21% | 79 |
|
|
2022
Q3 | $404K | Sell |
6,113
-18,338
| -75% | -$1.21M | 0.19% | 65 |
|
|
2022
Q2 | $1.71M | Buy |
24,451
+124
| +0.5% | +$8.67K | 0.79% | 47 |
|
|
2022
Q1 | $1.82M | Buy |
24,327
+126
| +0.5% | +$9.43K | 0.84% | 48 |
|
|
2021
Q4 | $1.67M | Buy |
24,201
+132
| +0.5% | +$9.1K | 0.91% | 48 |
|
|
2021
Q3 | $1.5M | Buy |
24,069
+122
| +0.5% | +$7.62K | 0.74% | 53 |
|
|
2021
Q2 | $1.63M | Buy |
23,947
+154
| +0.6% | +$10.5K | 0.95% | 41 |
|
|
2021
Q1 | $1.58M | Buy |
23,793
+307
| +1% | +$20.4K | 1.03% | 40 |
|
|
2020
Q4 | $1.57M | Buy |
23,486
+138
| +0.6% | +$9.2K | 1.14% | 38 |
|
|
2020
Q3 | $1.7M | Buy |
23,348
+154
| +0.7% | +$11.2K | 1.33% | 28 |
|
|
2020
Q2 | $1.45M | Buy |
23,194
+153
| +0.7% | +$9.57K | 1.22% | 43 |
|
|
2020
Q1 | $1.37M | Buy |
23,041
+143
| +0.6% | +$8.47K | 1.42% | 36 |
|
|
2019
Q4 | $1.43M | Buy |
22,898
+145
| +0.6% | +$9.05K | 1.25% | 45 |
|
|
2019
Q3 | $1.45M | Sell |
22,753
-6,151
| -21% | -$391K | 1.38% | 32 |
|
|
2019
Q2 | $1.76M | Buy |
28,904
+166
| +0.6% | +$10.1K | 1.34% | 28 |
|
|
2019
Q1 | $1.62M | Sell |
28,738
-83
| -0.3% | -$4.66K | 1.63% | 28 |
|
|
2018
Q4 | $1.42M | Sell |
28,821
-126
| -0.4% | -$6.21K | 1.63% | 27 |
|
|
2018
Q3 | $1.37M | Buy |
28,947
+182
| +0.6% | +$8.6K | 1.35% | 29 |
|
|
2018
Q2 | $1.31M | Buy |
28,765
+181
| +0.6% | +$8.27K | 1.47% | 28 |
|
|
2018
Q1 | $1.3M | Buy |
28,584
+2,843
| +11% | +$129K | 1.04% | 27 |
|
|
2017
Q4 | $1.24M | Buy |
+25,741
| New | +$1.24M | 1.06% | 30 |
|