Wealthspire Advisors (New York)’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 | $274K | Buy |
4,020
+548
| +16% | +$37.3K | ﹤0.01% | 695 |
|
|
2025
Q1 | $246K | Sell |
3,472
-680
| -16% | -$48.1K | ﹤0.01% | 689 |
|
|
2024
Q4 | $280K | Buy |
+4,152
| New | +$280K | ﹤0.01% | 657 |
|
|
2024
Q3 | – | Sell |
-3,830
| Closed | -$205K | – | 771 |
|
|
2024
Q2 | $205K | Buy |
+3,830
| New | +$205K | ﹤0.01% | 620 |
|
|
2024
Q1 | – | Sell |
-3,747
| Closed | -$232K | – | 673 |
|
|
2023
Q4 | $232K | Buy |
+3,747
| New | +$232K | ﹤0.01% | 577 |
|
|
2022
Q1 | – | Sell |
-3,058
| Closed | -$207K | – | 557 |
|
|
2021
Q4 | $207K | Buy |
+3,058
| New | +$207K | ﹤0.01% | 515 |
|
|
2021
Q2 | – | Sell |
-6,314
| Closed | -$420K | – | 677 |
|
|
2021
Q1 | $420K | Buy |
6,314
+1,138
| +22% | +$75.7K | 0.01% | 440 |
|
|
2020
Q4 | $345K | Buy |
5,176
+1,504
| +41% | +$100K | 0.01% | 390 |
|
|
2020
Q3 | $253K | Buy |
3,672
+406
| +12% | +$28K | 0.02% | 259 |
|
|
2020
Q2 | $204K | Sell |
3,266
-2,335
| -42% | -$146K | 0.01% | 259 |
|
|
2020
Q1 | $338K | Buy |
+5,601
| New | +$338K | 0.01% | 356 |
|
|
2019
Q1 | – | Sell |
-412
| Closed | -$20K | – | 811 |
|
|
2018
Q4 | $20K | Buy |
+412
| New | +$20K | ﹤0.01% | 345 |
|