Tradition Wealth Management’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 | $1.87M | Buy |
27,486
+165
| +0.6% | +$11.2K | 0.15% | 130 |
|
|
2025
Q1 | $1.93M | Buy |
27,321
+77
| +0.3% | +$5.45K | 0.17% | 113 |
|
|
2024
Q4 | $1.84M | Buy |
27,244
+3,527
| +15% | +$238K | 0.16% | 116 |
|
|
2024
Q3 | $1.55M | Buy |
23,717
+1,536
| +7% | +$100K | 0.14% | 129 |
|
|
2024
Q2 | $1.18M | Sell |
22,181
-6,038
| -21% | -$322K | 0.11% | 146 |
|
|
2024
Q1 | $1.52M | Sell |
28,219
-9,152
| -24% | -$492K | 0.15% | 119 |
|
|
2023
Q4 | $2.31M | Buy |
37,371
+23,069
| +161% | +$1.43M | 0.24% | 74 |
|
|
2023
Q3 | $818K | Buy |
14,302
+2,561
| +22% | +$146K | 0.1% | 135 |
|
|
2023
Q2 | $730K | Sell |
11,741
-264
| -2% | -$16.4K | 0.09% | 141 |
|
|
2023
Q1 | $810K | Buy |
12,005
+919
| +8% | +$62K | 0.1% | 131 |
|
|
2022
Q4 | $777K | Sell |
11,086
-243
| -2% | -$17K | 0.11% | 127 |
|
|
2022
Q3 | $725K | Buy |
11,329
+28
| +0.2% | +$1.79K | 0.11% | 128 |
|
|
2022
Q2 | $800K | Buy |
11,301
+371
| +3% | +$26.3K | 0.12% | 124 |
|
|
2022
Q1 | $789K | Buy |
10,930
+34
| +0.3% | +$2.45K | 0.1% | 140 |
|
|
2021
Q4 | $738K | Buy |
10,896
+782
| +8% | +$53K | 0.09% | 147 |
|
|
2021
Q3 | $632K | Buy |
10,114
+24
| +0.2% | +$1.5K | 0.09% | 151 |
|
|
2021
Q2 | $665K | Buy |
10,090
+23
| +0.2% | +$1.52K | 0.1% | 152 |
|
|
2021
Q1 | $670K | Buy |
10,067
+340
| +3% | +$22.6K | 0.12% | 139 |
|
|
2020
Q4 | $649K | Buy |
+9,727
| New | +$649K | 0.13% | 121 |
|