Tradewinds Capital Management’s Xcel Energy XEL Stock Holding History

Tradewinds Capital Management’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$953K	Hold	13,987	–	–	0.24%	41
2025 Q1	$990K	Hold	13,987	–	–	0.27%	39
2024 Q4	$944K	Hold	13,987	–	–	0.25%	44
2024 Q3	$913K	Buy	13,987 +133	+1%	+$8.69K	0.24%	37
2024 Q2	$740K	Buy	13,854 +13,182	+1,962%	+$704K	0.22%	41
2024 Q1	$36.1K	Hold	672	–	–	0.01%	184
2023 Q4	$41.6K	Hold	672	–	–	0.02%	137
2023 Q3	$38.5K	Hold	672	–	–	0.01%	139
2023 Q2	$41.8K	Hold	672	–	–	0.01%	134
2023 Q1	$45.3K	Sell	672 -81	-11%	-$5.46K	0.01%	129
2022 Q4	$52.8K	Buy	753 +81	+12%	+$5.68K	0.02%	107
2022 Q3	$43K	Hold	672	–	–	0.02%	117
2022 Q2	$48K	Sell	672 -1,039	-61%	-$74.2K	0.02%	114
2022 Q1	$123K	Hold	1,711	–	–	0.02%	159
2021 Q4	$116K	Hold	1,711	–	–	0.02%	166
2021 Q3	$107K	Hold	1,711	–	–	0.02%	157
2021 Q2	$113K	Hold	1,711	–	–	0.02%	156
2021 Q1	$114K	Hold	1,711	–	–	0.02%	152
2020 Q4	$114K	Hold	1,711	–	–	0.02%	148
2020 Q3	$118K	Hold	1,711	–	–	0.03%	122
2020 Q2	$107K	Hold	1,711	–	–	0.03%	131
2020 Q1	$103K	Hold	1,711	–	–	0.03%	123
2019 Q4	$109K	Hold	1,711	–	–	0.03%	136
2019 Q3	$111K	Hold	1,711	–	–	0.04%	116
2019 Q2	$102K	Hold	1,711	–	–	0.04%	119
2019 Q1	$96K	Hold	1,711	–	–	0.04%	142
2018 Q4	$84K	Hold	1,711	–	–	0.04%	143
2018 Q3	$81K	Hold	1,711	–	–	0.03%	162
2018 Q2	$78K	Hold	1,711	–	–	0.03%	167
2018 Q1	$78K	Hold	1,711	–	–	0.04%	159
2017 Q4	$82K	Hold	1,711	–	–	0.04%	162
2017 Q3	$81K	Hold	1,711	–	–	0.04%	164
2017 Q2	$79K	Hold	1,711	–	–	0.04%	166
2017 Q1	$76K	Hold	1,711	–	–	0.05%	157
2016 Q4	$70K	Hold	1,711	–	–	0.05%	171
2016 Q3	$70K	Hold	1,711	–	–	0.05%	160
2016 Q2	$77K	Hold	1,711	–	–	0.06%	159
2016 Q1	$72K	Hold	1,711	–	–	0.05%	183
2015 Q4	$61K	Hold	1,711	–	–	0.04%	193
2015 Q3	$61K	Hold	1,711	–	–	0.05%	190
2015 Q2	$55K	Hold	1,711	–	–	0.04%	220
2015 Q1	$60K	Hold	1,711	–	–	0.04%	192
2014 Q4	$61K	Sell	1,711 -336	-16%	-$12K	0.04%	188
2014 Q3	$62K	Hold	2,047	–	–	0.05%	188
2014 Q2	$66K	Sell	2,047 -312	-13%	-$10.1K	0.05%	192
2014 Q1	$72K	Sell	2,359 -1,190	-34%	-$36.3K	0.06%	185
2013 Q4	$99K	Buy	+3,549	New	+$99K	0.08%	157