UWM
USAdvisors Wealth Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
3,134
+20
| +0.6% | +$1.36K | 0.08% | 123 |
|
|
2025
Q1 | $220K | Sell |
3,114
-123
| -4% | -$8.69K | 0.08% | 123 |
|
|
2024
Q4 | $218K | Sell |
3,237
-123
| -4% | -$8.28K | 0.07% | 126 |
|
|
2024
Q3 | $216K | Buy |
+3,360
| New | +$216K | 0.08% | 118 |
|
|
2024
Q2 | – | Sell |
-4,044
| Closed | -$215K | – | 142 |
|
|
2024
Q1 | $215K | Buy |
4,044
+21
| +0.5% | +$1.12K | 0.08% | 124 |
|
|
2023
Q4 | $249K | Buy |
4,023
+20
| +0.5% | +$1.24K | 0.1% | 112 |
|
|
2023
Q3 | $229K | Buy |
4,003
+19
| +0.5% | +$1.09K | 0.1% | 101 |
|
|
2023
Q2 | $248K | Buy |
3,984
+17
| +0.4% | +$1.06K | 0.12% | 92 |
|
|
2023
Q1 | $268K | Buy |
3,967
+16
| +0.4% | +$1.08K | 0.13% | 100 |
|
|
2022
Q4 | $277K | Buy |
3,951
+17
| +0.4% | +$1.19K | 0.13% | 95 |
|
|
2022
Q3 | $252K | Sell |
3,934
-326
| -8% | -$20.9K | 0.13% | 104 |
|
|
2022
Q2 | $301K | Buy |
4,260
+16
| +0.4% | +$1.13K | 0.15% | 98 |
|
|
2022
Q1 | $306K | Sell |
4,244
-70
| -2% | -$5.05K | 0.13% | 99 |
|
|
2021
Q4 | $292K | Buy |
4,314
+25
| +0.6% | +$1.69K | 0.12% | 98 |
|
|
2021
Q3 | $268K | Buy |
4,289
+96
| +2% | +$6K | 0.12% | 93 |
|
|
2021
Q2 | $276K | Buy |
4,193
+16
| +0.4% | +$1.05K | 0.15% | 91 |
|
|
2021
Q1 | $278K | Sell |
4,177
-133
| -3% | -$8.85K | 0.13% | 90 |
|
|
2020
Q4 | $276K | Buy |
4,310
+69
| +2% | +$4.42K | 0.13% | 74 |
|
|
2020
Q3 | $292 | Sell |
4,241
-536
| -11% | -$37 | 0.05% | 61 |
|
|
2020
Q2 | $298K | Sell |
4,777
-3,433
| -42% | -$214K | 0.16% | 59 |
|
|
2020
Q1 | $495K | Buy |
8,210
+669
| +9% | +$40.3K | 0.31% | 52 |
|
|
2019
Q4 | $479K | Sell |
7,541
-347
| -4% | -$22K | 0.25% | 48 |
|
|
2019
Q3 | $511K | Buy |
+7,888
| New | +$511K | 0.26% | 34 |
|