Wealthfront Advisers’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 | $7.88M | Sell |
115,655
-24,641
| -18% | -$1.68M | 0.02% | 269 |
|
|
2025
Q1 | $9.93M | Buy |
140,296
+2,261
| +2% | +$160K | 0.03% | 207 |
|
|
2024
Q4 | $9.32M | Buy |
138,035
+53,177
| +63% | +$3.59M | 0.03% | 196 |
|
|
2024
Q3 | $5.54M | Buy |
84,858
+44,078
| +108% | +$2.88M | 0.02% | 279 |
|
|
2024
Q2 | $2.18M | Buy |
40,780
+10,722
| +36% | +$573K | 0.01% | 464 |
|
|
2024
Q1 | $1.62M | Sell |
30,058
-20,142
| -40% | -$1.08M | 0.01% | 527 |
|
|
2023
Q4 | $3.11M | Buy |
50,200
+6,664
| +15% | +$413K | 0.01% | 358 |
|
|
2023
Q3 | $2.49M | Buy |
43,536
+4,434
| +11% | +$254K | 0.01% | 383 |
|
|
2023
Q2 | $2.43M | Sell |
39,102
-430
| -1% | -$26.7K | 0.01% | 381 |
|
|
2023
Q1 | $2.67M | Sell |
39,532
-17,146
| -30% | -$1.16M | 0.01% | 349 |
|
|
2022
Q4 | $3.97M | Sell |
56,678
-15,341
| -21% | -$1.08M | 0.02% | 243 |
|
|
2022
Q3 | $4.61M | Sell |
72,019
-970
| -1% | -$62.1K | 0.02% | 184 |
|
|
2022
Q2 | $5.17M | Buy |
72,989
+1,770
| +2% | +$125K | 0.03% | 179 |
|
|
2022
Q1 | $5.14M | Buy |
71,219
+23,912
| +51% | +$1.73M | 0.02% | 204 |
|
|
2021
Q4 | $3.2M | Buy |
47,307
+11,232
| +31% | +$760K | 0.01% | 293 |
|
|
2021
Q3 | $2.25M | Sell |
36,075
-17,842
| -33% | -$1.11M | 0.01% | 326 |
|
|
2021
Q2 | $3.55M | Buy |
53,917
+15,747
| +41% | +$1.04M | 0.02% | 176 |
|
|
2021
Q1 | $2.54M | Buy |
38,170
+1,088
| +3% | +$72.4K | 0.01% | 214 |
|
|
2020
Q4 | $2.47M | Sell |
37,082
-856
| -2% | -$57.1K | 0.01% | 183 |
|
|
2020
Q3 | $2.62M | Sell |
37,938
-370
| -1% | -$25.5K | 0.02% | 139 |
|
|
2020
Q2 | $2.39M | Sell |
38,308
-12,387
| -24% | -$774K | 0.02% | 134 |
|
|
2020
Q1 | $3.06M | Buy |
50,695
+597
| +1% | +$36K | 0.03% | 96 |
|
|
2019
Q4 | $3.18M | Buy |
50,098
+430
| +0.9% | +$27.3K | 0.02% | 116 |
|
|
2019
Q3 | $3.22M | Buy |
49,668
+3,708
| +8% | +$241K | 0.03% | 111 |
|
|
2019
Q2 | $2.73M | Buy |
45,960
+77
| +0.2% | +$4.58K | 0.02% | 120 |
|
|
2019
Q1 | $2.58M | Buy |
45,883
+3,777
| +9% | +$212K | 0.02% | 118 |
|
|
2018
Q4 | $2.08M | Buy |
+42,106
| New | +$2.08M | 0.02% | 123 |
|