Truist Financial’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 | $15.9M | Sell |
233,760
-1,568
| -0.7% | -$107K | 0.02% | 459 |
|
|
2025
Q1 | $16.7M | Buy |
235,328
+886
| +0.4% | +$62.7K | 0.03% | 428 |
|
|
2024
Q4 | $15.8M | Buy |
234,442
+2,152
| +0.9% | +$145K | 0.02% | 448 |
|
|
2024
Q3 | $15.2M | Buy |
232,290
+1,529
| +0.7% | +$99.8K | 0.02% | 459 |
|
|
2024
Q2 | $12.3M | Buy |
230,761
+89,396
| +63% | +$4.77M | 0.02% | 531 |
|
|
2024
Q1 | $7.6M | Sell |
141,365
-3,423
| -2% | -$184K | 0.01% | 726 |
|
|
2023
Q4 | $8.96M | Buy |
144,788
+66,524
| +85% | +$4.12M | 0.01% | 652 |
|
|
2023
Q3 | $4.48M | Buy |
78,264
+24,077
| +44% | +$1.38M | 0.01% | 875 |
|
|
2023
Q2 | $3.37M | Buy |
54,187
+7,527
| +16% | +$468K | 0.01% | 1003 |
|
|
2023
Q1 | $3.15M | Sell |
46,660
-13
| -0% | -$877 | 0.01% | 1024 |
|
|
2022
Q4 | $3.27M | Sell |
46,673
-3,145
| -6% | -$220K | 0.01% | 985 |
|
|
2022
Q3 | $3.19M | Buy |
49,818
+4,978
| +11% | +$319K | 0.01% | 956 |
|
|
2022
Q2 | $3.17M | Buy |
44,840
+12,884
| +40% | +$911K | 0.01% | 977 |
|
|
2022
Q1 | $2.31M | Sell |
31,956
-6,309
| -16% | -$455K | ﹤0.01% | 1231 |
|
|
2021
Q4 | $2.59M | Sell |
38,265
-906
| -2% | -$61.3K | ﹤0.01% | 1152 |
|
|
2021
Q3 | $2.45M | Buy |
39,171
+1,446
| +4% | +$90.4K | ﹤0.01% | 1172 |
|
|
2021
Q2 | $2.49M | Sell |
37,725
-1,662
| -4% | -$109K | ﹤0.01% | 1171 |
|
|
2021
Q1 | $2.62M | Sell |
39,387
-12,386
| -24% | -$824K | ﹤0.01% | 1110 |
|
|
2020
Q4 | $3.45M | Sell |
51,773
-2,578
| -5% | -$172K | 0.01% | 952 |
|
|
2020
Q3 | $3.75M | Sell |
54,351
-2,474
| -4% | -$171K | 0.01% | 822 |
|
|
2020
Q2 | $3.55M | Buy |
56,825
+10,343
| +22% | +$647K | 0.01% | 808 |
|
|
2020
Q1 | $2.8M | Buy |
46,482
+3,420
| +8% | +$206K | 0.01% | 844 |
|
|
2019
Q4 | $2.73M | Buy |
43,062
+37,574
| +685% | +$2.39M | 0.01% | 985 |
|
|
2019
Q3 | $356K | Sell |
5,488
-151
| -3% | -$9.8K | 0.01% | 633 |
|
|
2019
Q2 | $336K | Sell |
5,639
-238
| -4% | -$14.2K | 0.01% | 661 |
|
|
2019
Q1 | $330K | Buy |
5,877
+164
| +3% | +$9.21K | 0.01% | 655 |
|
|
2018
Q4 | $282K | Buy |
+5,713
| New | +$282K | 0.01% | 658 |
|
|
2017
Q2 | – | Sell |
-19,758
| Closed | -$878K | – | 827 |
|
|
2017
Q1 | $878K | Sell |
19,758
-15,693
| -44% | -$697K | 0.02% | 485 |
|
|
2016
Q4 | $1.44M | Sell |
35,451
-71,319
| -67% | -$2.9M | 0.03% | 409 |
|
|
2016
Q3 | $4.39M | Sell |
106,770
-19,848
| -16% | -$817K | 0.09% | 251 |
|
|
2016
Q2 | $5.67M | Buy |
126,618
+81,623
| +181% | +$3.66M | 0.12% | 203 |
|
|
2016
Q1 | $1.88M | Buy |
44,995
+10,754
| +31% | +$450K | 0.05% | 325 |
|
|
2015
Q4 | $1.23M | Buy |
34,241
+8,821
| +35% | +$317K | 0.03% | 389 |
|
|
2015
Q3 | $900K | Buy |
+25,420
| New | +$900K | 0.02% | 423 |
|