Wedbush Securities’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 | $1.73M | Sell |
25,447
-11,342
| -31% | -$772K | 0.06% | 255 |
|
2025
Q1 | $2.6M | Buy |
36,789
+735
| +2% | +$52K | 0.1% | 156 |
|
2024
Q4 | $2.43M | Sell |
36,054
-3,194
| -8% | -$216K | 0.09% | 169 |
|
2024
Q3 | $2.56M | Sell |
39,248
-7,878
| -17% | -$514K | 0.1% | 154 |
|
2024
Q2 | $2.52M | Buy |
47,126
+2,063
| +5% | +$110K | 0.09% | 158 |
|
2024
Q1 | $2.42M | Buy |
45,063
+9,016
| +25% | +$485K | 0.09% | 167 |
|
2023
Q4 | $2.23M | Sell |
36,047
-6,573
| -15% | -$407K | 0.1% | 153 |
|
2023
Q3 | $2.44M | Sell |
42,620
-2,354
| -5% | -$135K | 0.12% | 129 |
|
2023
Q2 | $2.8M | Sell |
44,974
-321
| -0.7% | -$20K | 0.13% | 122 |
|
2023
Q1 | $3.06M | Buy |
45,295
+2,452
| +6% | +$165K | 0.15% | 109 |
|
2022
Q4 | $3M | Buy |
42,843
+214
| +0.5% | +$15K | 0.17% | 102 |
|
2022
Q3 | $2.73M | Sell |
42,629
-643
| -1% | -$41.1K | 0.15% | 106 |
|
2022
Q2 | $3.06M | Buy |
43,272
+10
| +0% | +$708 | 0.17% | 95 |
|
2022
Q1 | $3.12M | Buy |
43,262
+2,607
| +6% | +$188K | 0.14% | 114 |
|
2021
Q4 | $2.75M | Buy |
40,655
+2,048
| +5% | +$139K | 0.12% | 142 |
|
2021
Q3 | $2.41M | Buy |
38,607
+2,011
| +5% | +$126K | 0.11% | 151 |
|
2021
Q2 | $2.41M | Buy |
36,596
+23,908
| +188% | +$1.58M | 0.11% | 148 |
|
2021
Q1 | $844K | Buy |
12,688
+1,574
| +14% | +$105K | 0.05% | 383 |
|
2020
Q4 | $741K | Buy |
11,114
+712
| +7% | +$47.5K | 0.07% | 328 |
|
2020
Q3 | $718K | Buy |
10,402
+2,323
| +29% | +$160K | 0.07% | 305 |
|
2020
Q2 | $505K | Sell |
8,079
-1,109
| -12% | -$69.3K | 0.05% | 426 |
|
2020
Q1 | $554K | Buy |
9,188
+763
| +9% | +$46K | 0.07% | 327 |
|
2019
Q4 | $535K | Sell |
8,425
-188
| -2% | -$11.9K | 0.05% | 446 |
|
2019
Q3 | $559K | Sell |
8,613
-36
| -0.4% | -$2.34K | 0.05% | 409 |
|
2019
Q2 | $515K | Sell |
8,649
-66
| -0.8% | -$3.93K | 0.05% | 427 |
|
2019
Q1 | $490K | Sell |
8,715
-532
| -6% | -$29.9K | 0.05% | 414 |
|
2018
Q4 | $456K | Sell |
9,247
-626
| -6% | -$30.9K | 0.06% | 390 |
|
2018
Q3 | $466K | Buy |
9,873
+23
| +0.2% | +$1.09K | 0.05% | 427 |
|
2018
Q2 | $450K | Buy |
9,850
+111
| +1% | +$5.07K | 0.06% | 412 |
|
2018
Q1 | $443K | Sell |
9,739
-5,116
| -34% | -$233K | 0.06% | 401 |
|
2017
Q4 | $715K | Buy |
14,855
+1,242
| +9% | +$59.8K | 0.09% | 274 |
|
2017
Q3 | $644K | Buy |
13,613
+831
| +7% | +$39.3K | 0.08% | 286 |
|
2017
Q2 | $586K | Buy |
12,782
+18
| +0.1% | +$825 | 0.08% | 327 |
|
2017
Q1 | $567K | Sell |
12,764
-981
| -7% | -$43.6K | 0.08% | 319 |
|
2016
Q4 | $559K | Sell |
13,745
-608
| -4% | -$24.7K | 0.08% | 302 |
|
2016
Q3 | $590K | Sell |
14,353
-13,538
| -49% | -$556K | 0.09% | 269 |
|
2016
Q2 | $1.25M | Buy |
27,891
+19,845
| +247% | +$889K | 0.2% | 108 |
|
2016
Q1 | $336K | Buy |
8,046
+443
| +6% | +$18.5K | 0.06% | 384 |
|
2015
Q4 | $273K | Buy |
7,603
+1,076
| +16% | +$38.6K | 0.05% | 440 |
|
2015
Q3 | $231K | Sell |
6,527
-1,474
| -18% | -$52.2K | 0.05% | 467 |
|
2015
Q2 | $257K | Buy |
8,001
+1,420
| +22% | +$45.6K | 0.05% | 479 |
|
2015
Q1 | $229K | Sell |
6,581
-325
| -5% | -$11.3K | 0.04% | 535 |
|
2014
Q4 | $248K | Buy |
+6,906
| New | +$248K | 0.04% | 476 |
|