Transamerica Financial Advisors’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 | $433 | Hold |
7
| – | – | ﹤0.01% | 441 |
|
|
2025
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 572 |
|
|
2024
Q4 | $1K | Sell |
7
-3
| -30% | -$429 | ﹤0.01% | 569 |
|
|
2024
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 576 |
|
|
2024
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 552 |
|
|
2024
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 599 |
|
|
2023
Q4 | $1K | Sell |
10
-1
| -9% | -$100 | ﹤0.01% | 617 |
|
|
2023
Q3 | $1K | Buy |
11
+1
| +10% | +$91 | ﹤0.01% | 638 |
|
|
2023
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 610 |
|
|
2023
Q1 | $1K | Sell |
10
-15
| -60% | -$1.5K | ﹤0.01% | 597 |
|
|
2022
Q4 | $2K | Buy |
25
+15
| +150% | +$1.2K | ﹤0.01% | 413 |
|
|
2022
Q3 | $1K | Sell |
10
-2
| -17% | -$200 | ﹤0.01% | 637 |
|
|
2022
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 645 |
|
|
2021
Q3 | – | Sell |
-2
| Closed | -$1K | – | 206 |
|
|
2021
Q2 | $1K | Sell |
2
-7
| -78% | -$3.5K | 0.02% | 198 |
|
|
2021
Q1 | $1K | Buy |
9
+3
| +50% | +$333 | 0.02% | 196 |
|
|
2020
Q4 | $1K | Sell |
6
-6
| -50% | -$1K | 0.02% | 191 |
|
|
2020
Q3 | $1K | Sell |
12
-5,100
| -100% | -$425K | 0.02% | 184 |
|
|
2020
Q2 | $320K | Buy |
+5,112
| New | +$320K | 0.07% | 120 |
|
|
2020
Q1 | – | Sell |
-3
| Closed | -$1K | – | 151 |
|
|
2019
Q4 | $1K | Buy |
+3
| New | +$1K | 0.01% | 131 |
|
|
2019
Q3 | – | Sell |
-12,535
| Closed | -$746K | – | 533 |
|
|
2019
Q2 | $746K | Buy |
+12,535
| New | +$746K | 0.16% | 101 |
|
|
2019
Q1 | – | Sell |
-6,709
| Closed | -$331K | – | 468 |
|
|
2018
Q4 | $331K | Sell |
6,709
-1,141
| -15% | -$56.3K | 0.09% | 132 |
|
|
2018
Q3 | $371K | Sell |
7,850
-249
| -3% | -$11.8K | 0.08% | 148 |
|
|
2018
Q2 | $370K | Sell |
8,099
-42,399
| -84% | -$1.94M | 0.08% | 141 |
|
|
2018
Q1 | $2.3M | Buy |
50,498
+759
| +2% | +$34.5K | 0.34% | 93 |
|
|
2017
Q4 | $2.39M | Sell |
49,739
-3,822
| -7% | -$184K | 0.32% | 102 |
|
|
2017
Q3 | $2.54M | Sell |
53,561
-1,346
| -2% | -$63.7K | 0.31% | 95 |
|
|
2017
Q2 | $2.52M | Buy |
54,907
+5,854
| +12% | +$269K | 0.34% | 92 |
|
|
2017
Q1 | $2.18M | Buy |
49,053
+403
| +0.8% | +$17.9K | 0.26% | 106 |
|
|
2016
Q4 | $1.98M | Buy |
48,650
+1,020
| +2% | +$41.5K | 0.24% | 114 |
|
|
2016
Q3 | $1.96M | Buy |
47,630
+4,106
| +9% | +$169K | 0.21% | 117 |
|
|
2016
Q2 | $1.95M | Sell |
43,524
-125
| -0.3% | -$5.6K | 0.2% | 116 |
|
|
2016
Q1 | $1.83M | Buy |
43,649
+3,798
| +10% | +$159K | 0.15% | 124 |
|
|
2015
Q4 | $1.43M | Buy |
39,851
+2,267
| +6% | +$81.5K | 0.11% | 148 |
|
|
2015
Q3 | $1.33M | Sell |
37,584
-603
| -2% | -$21.4K | 0.11% | 132 |
|
|
2015
Q2 | $1.23M | Buy |
38,187
+1,929
| +5% | +$62.1K | 0.09% | 157 |
|
|
2015
Q1 | $1.26M | Buy |
36,258
+3,908
| +12% | +$136K | 0.09% | 155 |
|
|
2014
Q4 | $1.16M | Sell |
32,350
-79,234
| -71% | -$2.85M | 0.09% | 120 |
|
|
2014
Q3 | $3.39M | Buy |
111,584
+1,416
| +1% | +$43.1K | 0.31% | 48 |
|
|
2014
Q2 | $3.55M | Buy |
110,168
+6,831
| +7% | +$220K | 0.31% | 51 |
|
|
2014
Q1 | $3.14M | Buy |
103,337
+9,672
| +10% | +$294K | 0.31% | 42 |
|
|
2013
Q4 | $2.62M | Buy |
93,665
+40,044
| +75% | +$1.12M | 0.28% | 51 |
|
|
2013
Q3 | $1.48M | Buy |
53,621
+21,827
| +69% | +$603K | 0.19% | 68 |
|
|
2013
Q2 | $902K | Buy |
+31,794
| New | +$902K | 0.15% | 82 |
|