WealthTrust Axiom’s Xcel Energy XEL Stock Holding History

WealthTrust Axiom’s Portfolio XEL Stock Details XEL Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$988K	Hold	14,501	–	–	0.29%	74
2025 Q1	$1.03M	Hold	14,501	–	–	0.31%	67
2024 Q4	$979K	Hold	14,501	–	–	0.29%	74
2024 Q3	$947K	Sell	14,501 -250	-2%	-$16.3K	0.28%	80
2024 Q2	$788K	Hold	14,751	–	–	0.26%	86
2024 Q1	$793K	Sell	14,751 -1,599	-10%	-$85.9K	0.26%	87
2023 Q4	$1.01M	Hold	16,350	–	–	0.34%	64
2023 Q3	$936K	Hold	16,350	–	–	0.34%	64
2023 Q2	$1.02M	Hold	16,350	–	–	0.34%	68
2023 Q1	$1.1M	Hold	16,350	–	–	0.38%	63
2022 Q4	$1.15M	Sell	16,350 -1	-0%	-$70	0.4%	60
2022 Q3	$1.05M	Hold	16,351	–	–	0.4%	62
2022 Q2	$1.16M	Hold	16,351	–	–	0.41%	62
2022 Q1	$1.18M	Hold	16,351	–	–	0.37%	65
2021 Q4	$1.11M	Sell	16,351 -150	-0.9%	-$10.1K	0.35%	68
2021 Q3	$1.03M	Sell	16,501 -500	-3%	-$31.2K	0.35%	70
2021 Q2	$1.12M	Hold	17,001	–	–	0.36%	67
2021 Q1	$1.13M	Sell	17,001 -500	-3%	-$33.2K	0.38%	65
2020 Q4	$1.17M	Sell	17,501 -500	-3%	-$33.3K	0.42%	60
2020 Q3	$1.24M	Hold	18,001	–	–	0.54%	47
2020 Q2	$1.13M	Sell	18,001 -500	-3%	-$31.2K	0.5%	48
2020 Q1	$1.12M	Sell	18,501 -7,150	-28%	-$431K	0.55%	49
2019 Q4	$1.63M	Sell	25,651 -900	-3%	-$57.1K	0.54%	51
2019 Q3	$1.72M	Sell	26,551 -100	-0.4%	-$6.49K	0.61%	46
2019 Q2	$1.59M	Hold	26,651	–	–	0.55%	51
2019 Q1	$1.5M	Sell	26,651 -100	-0.4%	-$5.62K	0.53%	53
2018 Q4	$1.32M	Sell	26,751 -100	-0.4%	-$4.93K	0.54%	55
2018 Q3	$1.27M	Sell	26,851 -250	-0.9%	-$11.8K	0.43%	62
2018 Q2	$1.24M	Sell	27,101 -500	-2%	-$22.8K	0.44%	59
2018 Q1	$1.26M	Sell	27,601 -200	-0.7%	-$9.09K	0.46%	59
2017 Q4	$1.34M	Hold	27,801	–	–	0.5%	58
2017 Q3	$1.32M	Sell	27,801 -400	-1%	-$18.9K	0.5%	55
2017 Q2	$1.29M	Hold	28,201	–	–	0.49%	58
2017 Q1	$1.25M	Sell	28,201 -1,000	-3%	-$44.4K	0.46%	62
2016 Q4	$1.19M	Sell	29,201 -100	-0.3%	-$4.07K	0.43%	62
2016 Q3	$1.21M	Hold	29,301	–	–	0.45%	64
2016 Q2	$1.31M	Sell	29,301 -200	-0.7%	-$8.96K	0.5%	57
2016 Q1	$1.23M	Buy	29,501 +1,600	+6%	+$66.9K	0.49%	57
2015 Q4	$1M	Sell	27,901 -5,300	-16%	-$190K	0.4%	67
2015 Q3	$1.18M	Buy	33,201 +500	+2%	+$17.7K	0.49%	60
2015 Q2	$1.05M	Sell	32,701 -1,100	-3%	-$35.4K	0.39%	67
2015 Q1	$1.18M	Sell	33,801 -500	-1%	-$17.4K	0.42%	65
2014 Q4	$1.23M	Sell	34,301 -2,200	-6%	-$79K	0.44%	61
2014 Q3	$1.11M	Hold	36,501	–	–	0.39%	66
2014 Q2	$1.18M	Hold	36,501	–	–	0.4%	62
2014 Q1	$1.11M	Sell	36,501 -500	-1%	-$15.2K	0.4%	60
2013 Q4	$1.03M	Sell	37,001 -2,000	-5%	-$55.8K	0.4%	57
2013 Q3	$1.08M	Sell	39,001 -400	-1%	-$11K	0.44%	57
2013 Q2	$1.12M	Buy	+39,401	New	+$1.12M	0.48%	54