West Paces Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13
| Closed | -$920 | – | 571 |
|
|
2025
Q1 | $920 | Hold |
13
| – | – | ﹤0.01% | 496 |
|
|
2024
Q4 | $878 | Hold |
13
| – | – | ﹤0.01% | 498 |
|
|
2024
Q3 | $849 | Sell |
13
-6
| -32% | -$356 | ﹤0.01% | 484 |
|
|
2024
Q2 | $1.01K | Buy |
19
+6
| +46% | +$326 | ﹤0.01% | 491 |
|
|
2024
Q1 | $699 | Hold |
13
| – | – | ﹤0.01% | 532 |
|
|
2023
Q4 | $805 | Sell |
13
-53
| -80% | -$3.18K | ﹤0.01% | 520 |
|
|
2023
Q3 | $3.78K | Hold |
66
| – | – | ﹤0.01% | 405 |
|
|
2023
Q2 | $4.1K | Sell |
66
-13
| -16% | -$868 | ﹤0.01% | 430 |
|
|
2023
Q1 | $5.33K | Hold |
79
| – | – | ﹤0.01% | 424 |
|
|
2022
Q4 | $5.54K | Sell |
79
-4
| -5% | -$266 | ﹤0.01% | 390 |
|
|
2022
Q3 | $5.31K | Buy |
83
+17
| +26% | +$1.24K | ﹤0.01% | 383 |
|
|
2022
Q2 | $4.67K | Sell |
66
-11
| -14% | -$800 | ﹤0.01% | 416 |
|
|
2022
Q1 | $5.56K | Buy |
77
+24
| +45% | +$1.65K | ﹤0.01% | 403 |
|
|
2021
Q4 | $3.59K | Sell |
53
-117
| -69% | -$7.63K | ﹤0.01% | 461 |
|
|
2021
Q3 | $10.6K | Hold |
170
| – | – | ﹤0.01% | 354 |
|
|
2021
Q2 | $11.2K | Hold |
170
| – | – | ﹤0.01% | 350 |
|
|
2021
Q1 | $11.3K | Hold |
170
| – | – | ﹤0.01% | 323 |
|
|
2020
Q4 | $11.3K | Hold |
170
| – | – | 0.01% | 304 |
|
|
2020
Q3 | $11.7K | Hold |
170
| – | – | 0.01% | 286 |
|
|
2020
Q2 | $10.6K | Hold |
170
| – | – | 0.01% | 305 |
|
|
2020
Q1 | $10.3K | Sell |
170
-46
| -21% | -$3K | 0.01% | 300 |
|
|
2019
Q4 | $13.7K | Hold |
216
| – | – | 0.01% | 317 |
|
|
2019
Q3 | $14K | Hold |
216
| – | – | 0.01% | 288 |
|
|
2019
Q2 | $12.8K | Hold |
216
| – | – | 0.01% | 291 |
|
|
2019
Q1 | $12.1K | Hold |
216
| – | – | 0.01% | 301 |
|
|
2018
Q4 | $10.6K | Hold |
216
| – | – | 0.01% | 313 |
|
|
2018
Q3 | $10.2K | Hold |
216
| – | – | 0.01% | 318 |
|
|
2018
Q2 | $9.87K | Hold |
216
| – | – | 0.01% | 328 |
|
|
2018
Q1 | $9.82K | Hold |
216
| – | – | 0.01% | 319 |
|
|
2017
Q4 | $10.4K | Hold |
216
| – | – | 0.01% | 330 |
|
|
2017
Q3 | $10.2K | Hold |
216
| – | – | 0.01% | 329 |
|
|
2017
Q2 | $9.91K | Hold |
216
| – | – | 0.01% | 335 |
|
|
2017
Q1 | $9.6K | Hold |
216
| – | – | 0.01% | 330 |
|
|
2016
Q4 | $8.79K | Buy |
+216
| New | +$8.64K | 0.01% | 349 |
|
Other funds holding XEL
