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