Wealth Alliance’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 | $1.56M | Sell |
22,953
-385
| -2% | -$26.2K | 0.17% | 117 |
|
|
2025
Q1 | $1.65M | Sell |
23,338
-335
| -1% | -$23.7K | 0.2% | 100 |
|
|
2024
Q4 | $1.6M | Sell |
23,673
-450
| -2% | -$30.4K | 0.19% | 106 |
|
|
2024
Q3 | $1.58M | Buy |
24,123
+29
| +0.1% | +$1.89K | 0.19% | 107 |
|
|
2024
Q2 | $1.29M | Buy |
24,094
+14,062
| +140% | +$751K | 0.17% | 124 |
|
|
2024
Q1 | $539K | Sell |
10,032
-3,273
| -25% | -$176K | 0.07% | 256 |
|
|
2023
Q4 | $824K | Buy |
13,305
+6,262
| +89% | +$388K | 0.12% | 178 |
|
|
2023
Q3 | $403K | Buy |
7,043
+2,719
| +63% | +$156K | 0.06% | 276 |
|
|
2023
Q2 | $269K | Sell |
4,324
-511
| -11% | -$31.8K | 0.04% | 411 |
|
|
2023
Q1 | $326K | Buy |
4,835
+94
| +2% | +$6.34K | 0.05% | 332 |
|
|
2022
Q4 | $332K | Buy |
4,741
+193
| +4% | +$13.5K | 0.06% | 315 |
|
|
2022
Q3 | $291K | Buy |
4,548
+116
| +3% | +$7.42K | 0.06% | 328 |
|
|
2022
Q2 | $314K | Sell |
4,432
-251
| -5% | -$17.8K | 0.06% | 313 |
|
|
2022
Q1 | $338K | Buy |
4,683
+459
| +11% | +$33.1K | 0.07% | 302 |
|
|
2021
Q4 | $286K | Buy |
4,224
+159
| +4% | +$10.8K | 0.06% | 342 |
|
|
2021
Q3 | $254K | Buy |
4,065
+51
| +1% | +$3.19K | 0.06% | 348 |
|
|
2021
Q2 | $264K | Buy |
+4,014
| New | +$264K | 0.06% | 357 |
|
|
2021
Q1 | – | Sell |
-4,058
| Closed | -$271K | – | 413 |
|
|
2020
Q4 | $271K | Buy |
4,058
+191
| +5% | +$12.8K | 0.08% | 300 |
|
|
2020
Q3 | $267K | Buy |
3,867
+24
| +0.6% | +$1.66K | 0.1% | 260 |
|
|
2020
Q2 | $240K | Buy |
3,843
+159
| +4% | +$9.93K | 0.09% | 257 |
|
|
2020
Q1 | $222K | Buy |
+3,684
| New | +$222K | 0.12% | 203 |
|