United Capital 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 | $1.09M | Sell |
15,939
-352
| -2% | -$24K | 0.01% | 563 |
|
|
2025
Q1 | $1.15M | Sell |
16,291
-1,720
| -10% | -$122K | 0.01% | 530 |
|
|
2024
Q4 | $1.22M | Buy |
18,011
+1,001
| +6% | +$67.6K | 0.01% | 510 |
|
|
2024
Q3 | $1.11M | Sell |
17,010
-613
| -3% | -$40K | 0.01% | 519 |
|
|
2024
Q2 | $941K | Buy |
17,623
+4,125
| +31% | +$220K | 0.01% | 534 |
|
|
2024
Q1 | $726K | Sell |
13,498
-10,532
| -44% | -$566K | 0.01% | 636 |
|
|
2023
Q4 | $1.49M | Buy |
24,030
+18,780
| +358% | +$1.16M | 0.01% | 474 |
|
|
2023
Q3 | $300K | Sell |
5,250
-1,338
| -20% | -$76.6K | ﹤0.01% | 724 |
|
|
2023
Q2 | $410K | Sell |
6,588
-5,202
| -44% | -$323K | ﹤0.01% | 713 |
|
|
2023
Q1 | $795K | Sell |
11,790
-8,780
| -43% | -$592K | ﹤0.01% | 635 |
|
|
2022
Q4 | $1.44M | Sell |
20,570
-13,779
| -40% | -$966K | 0.01% | 543 |
|
|
2022
Q3 | $2.2M | Sell |
34,349
-2,589
| -7% | -$166K | 0.01% | 454 |
|
|
2022
Q2 | $2.61M | Sell |
36,938
-1,122
| -3% | -$79.4K | 0.01% | 443 |
|
|
2022
Q1 | $2.75M | Sell |
38,060
-6,342
| -14% | -$458K | 0.01% | 461 |
|
|
2021
Q4 | $3.01M | Buy |
44,402
+125
| +0.3% | +$8.46K | 0.01% | 460 |
|
|
2021
Q3 | $2.77M | Sell |
44,277
-584
| -1% | -$36.5K | 0.01% | 471 |
|
|
2021
Q2 | $2.96M | Sell |
44,861
-628
| -1% | -$41.4K | 0.01% | 469 |
|
|
2021
Q1 | $3.03M | Buy |
45,489
+8,133
| +22% | +$541K | 0.02% | 433 |
|
|
2020
Q4 | $2.49M | Buy |
37,356
+2,732
| +8% | +$182K | 0.02% | 457 |
|
|
2020
Q3 | $2.39M | Buy |
34,624
+896
| +3% | +$61.8K | 0.02% | 462 |
|
|
2020
Q2 | $2.11M | Buy |
33,728
+704
| +2% | +$44K | 0.02% | 504 |
|
|
2020
Q1 | $1.99M | Sell |
33,024
-14,378
| -30% | -$867K | 0.02% | 495 |
|
|
2019
Q4 | $3.01M | Buy |
47,402
+6,222
| +15% | +$395K | 0.02% | 518 |
|
|
2019
Q3 | $2.67M | Sell |
41,180
-5,534
| -12% | -$359K | 0.02% | 529 |
|
|
2019
Q2 | $2.78M | Sell |
46,714
-1,562
| -3% | -$92.9K | 0.02% | 532 |
|
|
2019
Q1 | $2.71M | Sell |
48,276
-1,494
| -3% | -$84K | 0.02% | 523 |
|
|
2018
Q4 | $2.45M | Buy |
49,770
+2,396
| +5% | +$118K | 0.02% | 513 |
|
|
2018
Q3 | $2.24M | Buy |
47,374
+26
| +0.1% | +$1.23K | 0.02% | 587 |
|
|
2018
Q2 | $2.16M | Sell |
47,348
-2,259
| -5% | -$103K | 0.02% | 576 |
|
|
2018
Q1 | $2.26M | Sell |
49,607
-4,821
| -9% | -$219K | 0.02% | 558 |
|
|
2017
Q4 | $2.62M | Buy |
54,428
+14,334
| +36% | +$689K | 0.02% | 528 |
|
|
2017
Q3 | $1.9M | Buy |
40,094
+2,059
| +5% | +$97.4K | 0.02% | 588 |
|
|
2017
Q2 | $1.75M | Buy |
38,035
+6,658
| +21% | +$305K | 0.02% | 615 |
|
|
2017
Q1 | $1.4M | Sell |
31,377
-1,406
| -4% | -$62.5K | 0.01% | 655 |
|
|
2016
Q4 | $1.33M | Sell |
32,783
-644
| -2% | -$26.2K | 0.01% | 662 |
|
|
2016
Q3 | $1.38M | Sell |
33,427
-2,955
| -8% | -$122K | 0.01% | 690 |
|
|
2016
Q2 | $1.64M | Sell |
36,382
-22,218
| -38% | -$1,000K | 0.02% | 603 |
|
|
2016
Q1 | $2.45M | Buy |
58,600
+22,377
| +62% | +$936K | 0.03% | 486 |
|
|
2015
Q4 | $1.3M | Sell |
36,223
-89
| -0.2% | -$3.2K | 0.02% | 632 |
|
|
2015
Q3 | $1.29M | Sell |
36,312
-1,462
| -4% | -$51.8K | 0.02% | 628 |
|
|
2015
Q2 | $1.22M | Buy |
37,774
+3,488
| +10% | +$112K | 0.01% | 690 |
|
|
2015
Q1 | $1.16M | Sell |
34,286
-2,268
| -6% | -$76.9K | 0.01% | 693 |
|
|
2014
Q4 | $1.31M | Buy |
36,554
+1,393
| +4% | +$50K | 0.02% | 579 |
|
|
2014
Q3 | $1.07M | Sell |
35,161
-592
| -2% | -$18K | 0.02% | 591 |
|
|
2014
Q2 | $1.15M | Buy |
35,753
+460
| +1% | +$14.8K | 0.02% | 531 |
|
|
2014
Q1 | $1.07M | Buy |
+35,293
| New | +$1.07M | 0.02% | 473 |
|
|
2013
Q4 | – | Sell |
-27,909
| Closed | -$771K | – | 774 |
|
|
2013
Q3 | $771K | Sell |
27,909
-135
| -0.5% | -$3.73K | 0.02% | 381 |
|
|
2013
Q2 | $795K | Buy |
+28,044
| New | +$795K | 0.02% | 440 |
|