Veritable’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-19,256
| Closed | -$1.2M | – | 844 |
|
|
2023
Q2 | $1.2M | Buy |
19,256
+1,013
| +6% | +$63K | 0.02% | 334 |
|
|
2023
Q1 | $1.23M | Buy |
18,243
+724
| +4% | +$48.8K | 0.02% | 321 |
|
|
2022
Q4 | $1.23M | Buy |
17,519
+5,317
| +44% | +$373K | 0.02% | 311 |
|
|
2022
Q3 | $781K | Sell |
12,202
-3,547
| -23% | -$227K | 0.02% | 407 |
|
|
2022
Q2 | $1.11M | Buy |
15,749
+4,422
| +39% | +$313K | 0.02% | 340 |
|
|
2022
Q1 | $817K | Buy |
11,327
+767
| +7% | +$55.3K | 0.01% | 437 |
|
|
2021
Q4 | $715K | Sell |
10,560
-3,069
| -23% | -$208K | 0.01% | 467 |
|
|
2021
Q3 | $852K | Buy |
13,629
+3,083
| +29% | +$193K | 0.01% | 423 |
|
|
2021
Q2 | $695K | Buy |
10,546
+253
| +2% | +$16.7K | 0.01% | 459 |
|
|
2021
Q1 | $685K | Buy |
10,293
+50
| +0.5% | +$3.33K | 0.01% | 442 |
|
|
2020
Q4 | $683K | Sell |
10,243
-7,888
| -44% | -$526K | 0.01% | 420 |
|
|
2020
Q3 | $1.25M | Buy |
18,131
+4,278
| +31% | +$295K | 0.03% | 274 |
|
|
2020
Q2 | $866K | Sell |
13,853
-914
| -6% | -$57.1K | 0.02% | 340 |
|
|
2020
Q1 | $890K | Sell |
14,767
-389
| -3% | -$23.4K | 0.02% | 328 |
|
|
2019
Q4 | $962K | Buy |
15,156
+1,428
| +10% | +$90.6K | 0.02% | 370 |
|
|
2019
Q3 | $891K | Buy |
13,728
+566
| +4% | +$36.7K | 0.02% | 378 |
|
|
2019
Q2 | $783K | Buy |
13,162
+281
| +2% | +$16.7K | 0.02% | 394 |
|
|
2019
Q1 | $724K | Buy |
12,881
+743
| +6% | +$41.8K | 0.01% | 411 |
|
|
2018
Q4 | $598K | Sell |
12,138
-314
| -3% | -$15.5K | 0.01% | 423 |
|
|
2018
Q3 | $588K | Buy |
12,452
+97
| +0.8% | +$4.58K | 0.01% | 450 |
|
|
2018
Q2 | $564K | Sell |
12,355
-39
| -0.3% | -$1.78K | 0.01% | 467 |
|
|
2018
Q1 | $564K | Buy |
12,394
+768
| +7% | +$34.9K | 0.01% | 454 |
|
|
2017
Q4 | $559K | Sell |
11,626
-2,469
| -18% | -$119K | 0.01% | 481 |
|
|
2017
Q3 | $667K | Sell |
14,095
-864
| -6% | -$40.9K | 0.01% | 429 |
|
|
2017
Q2 | $686K | Buy |
14,959
+162
| +1% | +$7.43K | 0.02% | 434 |
|
|
2017
Q1 | $658K | Buy |
14,797
+146
| +1% | +$6.49K | 0.02% | 422 |
|
|
2016
Q4 | $596K | Buy |
14,651
+1,861
| +15% | +$75.7K | 0.01% | 429 |
|
|
2016
Q3 | $526K | Buy |
12,790
+808
| +7% | +$33.2K | 0.01% | 450 |
|
|
2016
Q2 | $537K | Buy |
11,982
+1,040
| +10% | +$46.6K | 0.01% | 429 |
|
|
2016
Q1 | $458K | Buy |
10,942
+292
| +3% | +$12.2K | 0.01% | 470 |
|
|
2015
Q4 | $382K | Sell |
10,650
-241
| -2% | -$8.64K | 0.01% | 528 |
|
|
2015
Q3 | $386K | Buy |
10,891
+291
| +3% | +$10.3K | 0.01% | 513 |
|
|
2015
Q2 | $341K | Sell |
10,600
-755
| -7% | -$24.3K | 0.01% | 562 |
|
|
2015
Q1 | $395K | Buy |
11,355
+917
| +9% | +$31.9K | 0.01% | 668 |
|
|
2014
Q4 | $375K | Sell |
10,438
-739
| -7% | -$26.6K | 0.01% | 687 |
|
|
2014
Q3 | $340K | Buy |
11,177
+143
| +1% | +$4.35K | 0.01% | 730 |
|
|
2014
Q2 | $356K | Sell |
11,034
-1,655
| -13% | -$53.4K | 0.01% | 705 |
|
|
2014
Q1 | $385K | Buy |
12,689
+272
| +2% | +$8.25K | 0.01% | 650 |
|
|
2013
Q4 | $347K | Sell |
12,417
-113
| -0.9% | -$3.16K | 0.01% | 669 |
|
|
2013
Q3 | $346K | Buy |
12,530
+60
| +0.5% | +$1.66K | 0.01% | 673 |
|
|
2013
Q2 | $353K | Buy |
+12,470
| New | +$353K | 0.01% | 668 |
|