Wealth Enhancement Advisory Services’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 | $35.6M | Buy |
521,980
+49,636
| +11% | +$3.38M | 0.06% | 287 |
|
|
2025
Q1 | $33.4M | Buy |
472,344
+73,036
| +18% | +$5.17M | 0.06% | 280 |
|
|
2024
Q4 | $27M | Buy |
399,308
+12,646
| +3% | +$854K | 0.05% | 311 |
|
|
2024
Q3 | $25.2M | Buy |
386,662
+40,308
| +12% | +$2.63M | 0.05% | 312 |
|
|
2024
Q2 | $18.5M | Buy |
346,354
+26,069
| +8% | +$1.39M | 0.04% | 343 |
|
|
2024
Q1 | $17.2M | Sell |
320,285
-6,623
| -2% | -$356K | 0.04% | 360 |
|
|
2023
Q4 | $20.2M | Buy |
326,908
+113,299
| +53% | +$7.01M | 0.06% | 295 |
|
|
2023
Q3 | $12.2M | Buy |
213,609
+185,784
| +668% | +$10.6M | 0.04% | 366 |
|
|
2023
Q2 | $1.73M | Buy |
27,825
+702
| +3% | +$43.6K | 0.02% | 216 |
|
|
2023
Q1 | $1.83M | Buy |
+27,123
| New | +$1.83M | 0.02% | 237 |
|
|
2022
Q4 | – | Sell |
-21,672
| Closed | -$1.3M | – | 378 |
|
|
2022
Q3 | $1.3M | Buy |
+21,672
| New | +$1.3M | 0.02% | 213 |
|
|
2021
Q4 | – | Sell |
-20,828
| Closed | -$1.34M | – | 341 |
|
|
2021
Q3 | $1.34M | Sell |
20,828
-24,661
| -54% | -$1.59M | 0.02% | 179 |
|
|
2021
Q2 | $3.13M | Buy |
+45,489
| New | +$3.13M | 0.05% | 127 |
|
|
2016
Q3 | – | Sell |
-46,281
| Closed | -$2.07M | – | 186 |
|
|
2016
Q2 | $2.07M | Buy |
46,281
+4,866
| +12% | +$218K | 0.37% | 36 |
|
|
2016
Q1 | $1.73M | Sell |
41,415
-18,781
| -31% | -$782K | 0.35% | 34 |
|
|
2015
Q4 | $2.16M | Buy |
60,196
+5,212
| +9% | +$187K | 0.55% | 34 |
|
|
2015
Q3 | $1.95M | Buy |
54,984
+5,162
| +10% | +$183K | 0.59% | 31 |
|
|
2015
Q2 | $1.6M | Buy |
49,822
+4,681
| +10% | +$151K | 0.49% | 37 |
|
|
2015
Q1 | $1.57M | Buy |
45,141
+3,604
| +9% | +$125K | 0.6% | 30 |
|
|
2014
Q4 | $1.49M | Buy |
+41,537
| New | +$1.49M | 0.59% | 30 |
|