Valtinson Bruner Financial Planning’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 | $1.38M | Sell |
20,261
-809
| -4% | -$55.1K | 0.43% | 43 |
|
|
2025
Q1 | $1.49M | Buy |
21,070
+275
| +1% | +$19.5K | 0.5% | 41 |
|
|
2024
Q4 | $1.4M | Sell |
20,795
-1,010
| -5% | -$68.2K | 0.49% | 50 |
|
|
2024
Q3 | $1.42M | Buy |
21,805
+112
| +0.5% | +$7.31K | 0.5% | 47 |
|
|
2024
Q2 | $1.16M | Sell |
21,693
-22
| -0.1% | -$1.18K | 0.46% | 52 |
|
|
2024
Q1 | $1.17M | Sell |
21,715
-707
| -3% | -$38K | 0.5% | 50 |
|
|
2023
Q4 | $1.39M | Sell |
22,422
-404
| -2% | -$25K | 0.71% | 43 |
|
|
2023
Q3 | $1.31M | Sell |
22,826
-633
| -3% | -$36.2K | 0.71% | 44 |
|
|
2023
Q2 | $1.46M | Sell |
23,459
-724
| -3% | -$45K | 0.79% | 44 |
|
|
2023
Q1 | $1.63M | Buy |
24,183
+4,336
| +22% | +$292K | 0.93% | 33 |
|
|
2022
Q4 | $1.36M | Buy |
19,847
+270
| +1% | +$18.6K | 0.79% | 40 |
|
|
2022
Q3 | $1.25M | Sell |
19,577
-153
| -0.8% | -$9.79K | 0.77% | 43 |
|
|
2022
Q2 | $1.4M | Sell |
19,730
-641
| -3% | -$45.4K | 0.85% | 40 |
|
|
2022
Q1 | $1.51M | Buy |
20,371
+537
| +3% | +$39.9K | 0.87% | 41 |
|
|
2021
Q4 | $1.34M | Sell |
19,834
-704
| -3% | -$47.7K | 0.74% | 43 |
|
|
2021
Q3 | $1.35M | Buy |
20,538
+1,452
| +8% | +$95.2K | 0.74% | 41 |
|
|
2021
Q2 | $1.33M | Sell |
19,086
-438
| -2% | -$30.4K | 0.76% | 40 |
|
|
2021
Q1 | $1.37M | Buy |
19,524
+155
| +0.8% | +$10.8K | 0.8% | 35 |
|
|
2020
Q4 | $1.26M | Sell |
19,369
-1,440
| -7% | -$93.8K | 0.79% | 34 |
|
|
2020
Q3 | $1.49M | Buy |
20,809
+43
| +0.2% | +$3.09K | 1.05% | 27 |
|
|
2020
Q2 | $1.5M | Buy |
20,766
+197
| +1% | +$14.2K | 1.07% | 24 |
|
|
2020
Q1 | $1.28M | Buy |
20,569
+4,703
| +30% | +$293K | 1.04% | 21 |
|
|
2019
Q4 | $993K | Buy |
15,866
+906
| +6% | +$56.7K | 0.71% | 29 |
|
|
2019
Q3 | $947K | Sell |
14,960
-492
| -3% | -$31.1K | 0.77% | 26 |
|
|
2019
Q2 | $919K | Sell |
15,452
-387
| -2% | -$23K | 0.78% | 17 |
|
|
2019
Q1 | $890K | Buy |
15,839
+252
| +2% | +$14.2K | 0.78% | 17 |
|
|
2018
Q4 | $768K | Buy |
+15,587
| New | +$768K | 0.8% | 13 |
|