WESPAC Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,425
| Closed | -$231K | – | 206 |
|
|
2024
Q4 | $231K | Sell |
3,425
-94
| -3% | -$6.35K | 0.17% | 147 |
|
|
2024
Q3 | $230K | Buy |
+3,519
| New | +$230K | 0.17% | 137 |
|
|
2022
Q4 | – | Sell |
-5,115
| Closed | -$327K | – | 91 |
|
|
2022
Q3 | $327K | Sell |
5,115
-738
| -13% | -$47.2K | 0.44% | 61 |
|
|
2022
Q2 | $414K | Buy |
5,853
+1,023
| +21% | +$72.4K | 0.32% | 61 |
|
|
2022
Q1 | $349K | Buy |
+4,830
| New | +$349K | 0.38% | 83 |
|
|
2021
Q4 | – | Sell |
-3,584
| Closed | -$224K | – | 187 |
|
|
2021
Q3 | $224K | Buy |
+3,584
| New | +$224K | 0.14% | 154 |
|
|
2021
Q2 | – | Sell |
-3,584
| Closed | -$238K | – | 172 |
|
|
2021
Q1 | $238K | Hold |
3,584
| – | – | 0.18% | 142 |
|
|
2020
Q4 | $239K | Buy |
+3,584
| New | +$239K | 0.18% | 131 |
|
|
2019
Q3 | – | Sell |
-8,628
| Closed | -$513K | – | 126 |
|
|
2019
Q2 | $513K | Buy |
8,628
+1,699
| +25% | +$101K | 0.38% | 64 |
|
|
2019
Q1 | $390K | Buy |
6,929
+56
| +0.8% | +$3.15K | 0.27% | 80 |
|
|
2018
Q4 | $339K | Buy |
+6,873
| New | +$339K | 0.33% | 72 |
|