Veritable’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-19,256
| Closed | -$1.2M | – | 845 |
|
|
2023
Q2 | $1.2M | Buy |
19,256
+1,013
| +6% | +$67.6K | 0.02% | 335 |
|
|
2023
Q1 | $1.23M | Buy |
18,243
+724
| +4% | +$48.9K | 0.02% | 322 |
|
|
2022
Q4 | $1.23M | Buy |
17,519
+5,317
| +44% | +$354K | 0.02% | 312 |
|
|
2022
Q3 | $781K | Sell |
12,202
-3,547
| -23% | -$258K | 0.02% | 409 |
|
|
2022
Q2 | $1.11M | Buy |
15,749
+4,422
| +39% | +$322K | 0.02% | 341 |
|
|
2022
Q1 | $817K | Buy |
11,327
+767
| +7% | +$52.7K | 0.01% | 440 |
|
|
2021
Q4 | $715K | Sell |
10,560
-3,069
| -23% | -$200K | 0.01% | 471 |
|
|
2021
Q3 | $852K | Buy |
13,629
+3,083
| +29% | +$208K | 0.01% | 426 |
|
|
2021
Q2 | $695K | Buy |
10,546
+253
| +2% | +$17.6K | 0.01% | 464 |
|
|
2021
Q1 | $685K | Buy |
10,293
+50
| +0.5% | +$3.16K | 0.01% | 443 |
|
|
2020
Q4 | $683K | Sell |
10,243
-7,888
| -44% | -$550K | 0.01% | 422 |
|
|
2020
Q3 | $1.25M | Buy |
18,131
+4,278
| +31% | +$292K | 0.03% | 276 |
|
|
2020
Q2 | $866K | Sell |
13,853
-914
| -6% | -$57.6K | 0.02% | 340 |
|
|
2020
Q1 | $890K | Sell |
14,767
-389
| -3% | -$25.4K | 0.02% | 329 |
|
|
2019
Q4 | $962K | Buy |
15,156
+1,428
| +10% | +$89.3K | 0.02% | 371 |
|
|
2019
Q3 | $891K | Buy |
13,728
+566
| +4% | +$35.3K | 0.02% | 379 |
|
|
2019
Q2 | $783K | Buy |
13,162
+281
| +2% | +$16.2K | 0.02% | 395 |
|
|
2019
Q1 | $724K | Buy |
12,881
+743
| +6% | +$39.5K | 0.01% | 412 |
|
|
2018
Q4 | $598K | Sell |
12,138
-314
| -3% | -$15.7K | 0.01% | 428 |
|
|
2018
Q3 | $588K | Buy |
12,452
+97
| +0.8% | +$4.58K | 0.01% | 457 |
|
|
2018
Q2 | $564K | Sell |
12,355
-39
| -0.3% | -$1.75K | 0.01% | 473 |
|
|
2018
Q1 | $564K | Buy |
12,394
+768
| +7% | +$34.2K | 0.01% | 461 |
|
|
2017
Q4 | $559K | Sell |
11,626
-2,469
| -18% | -$123K | 0.01% | 486 |
|
|
2017
Q3 | $667K | Sell |
14,095
-864
| -6% | -$41.5K | 0.02% | 433 |
|
|
2017
Q2 | $686K | Buy |
14,959
+162
| +1% | +$7.46K | 0.02% | 438 |
|
|
2017
Q1 | $658K | Buy |
14,797
+146
| +1% | +$6.19K | 0.02% | 424 |
|
|
2016
Q4 | $596K | Buy |
14,651
+1,861
| +15% | +$74.4K | 0.01% | 431 |
|
|
2016
Q3 | $526K | Buy |
12,790
+808
| +7% | +$34.6K | 0.01% | 455 |
|
|
2016
Q2 | $537K | Buy |
11,982
+1,040
| +10% | +$43K | 0.01% | 431 |
|
|
2016
Q1 | $458K | Buy |
10,942
+292
| +3% | +$11.4K | 0.01% | 471 |
|
|
2015
Q4 | $382K | Sell |
10,650
-241
| -2% | -$8.61K | 0.01% | 532 |
|
|
2015
Q3 | $386K | Buy |
10,891
+291
| +3% | +$9.89K | 0.01% | 516 |
|
|
2015
Q2 | $341K | Sell |
10,600
-755
| -7% | -$25.4K | 0.01% | 564 |
|
|
2015
Q1 | $395K | Buy |
11,355
+917
| +9% | +$32.8K | 0.01% | 670 |
|
|
2014
Q4 | $375K | Sell |
10,438
-739
| -7% | -$24.8K | 0.01% | 689 |
|
|
2014
Q3 | $340K | Buy |
11,177
+143
| +1% | +$4.47K | 0.01% | 734 |
|
|
2014
Q2 | $356K | Sell |
11,034
-1,655
| -13% | -$51.3K | 0.01% | 709 |
|
|
2014
Q1 | $385K | Buy |
12,689
+272
| +2% | +$7.93K | 0.01% | 654 |
|
|
2013
Q4 | $347K | Sell |
12,417
-113
| -0.9% | -$3.19K | 0.01% | 672 |
|
|
2013
Q3 | $346K | Buy |
12,530
+60
| +0.5% | +$1.72K | 0.01% | 678 |
|
|
2013
Q2 | $353K | Buy |
+12,470
| New | +$373K | 0.01% | 673 |
|
Other funds holding XEL
