Western Wealth Management’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 | $943K | Sell |
13,845
-326
| -2% | -$22.2K | 0.06% | 290 |
|
|
2025
Q1 | $1M | Sell |
14,171
-725
| -5% | -$51.3K | 0.07% | 249 |
|
|
2024
Q4 | $1.01M | Sell |
14,896
-442
| -3% | -$29.8K | 0.07% | 247 |
|
|
2024
Q3 | $1M | Sell |
15,338
-1,545
| -9% | -$101K | 0.06% | 316 |
|
|
2024
Q2 | $902K | Sell |
16,883
-296
| -2% | -$15.8K | 0.07% | 247 |
|
|
2024
Q1 | $923K | Sell |
17,179
-3,793
| -18% | -$204K | 0.07% | 242 |
|
|
2023
Q4 | $1.3M | Buy |
20,972
+3,209
| +18% | +$199K | 0.09% | 227 |
|
|
2023
Q3 | $1.02M | Buy |
17,763
+1,276
| +8% | +$73K | 0.09% | 245 |
|
|
2023
Q2 | $1.02M | Buy |
16,487
+700
| +4% | +$43.5K | 0.09% | 236 |
|
|
2023
Q1 | $1.06M | Buy |
15,787
+1,145
| +8% | +$77.2K | 0.1% | 222 |
|
|
2022
Q4 | $1.03M | Sell |
14,642
-2,752
| -16% | -$193K | 0.1% | 215 |
|
|
2022
Q3 | $1.12M | Buy |
17,394
+699
| +4% | +$44.9K | 0.06% | 285 |
|
|
2022
Q2 | $1.17M | Buy |
16,695
+666
| +4% | +$46.8K | 0.07% | 273 |
|
|
2022
Q1 | $1.16M | Buy |
16,029
+4,166
| +35% | +$301K | 0.06% | 313 |
|
|
2021
Q4 | $803K | Buy |
+11,863
| New | +$803K | 0.08% | 237 |
|
|
2021
Q2 | $1.01M | Buy |
15,252
+745
| +5% | +$49.1K | 0.1% | 206 |
|
|
2021
Q1 | $965K | Sell |
14,507
-225
| -2% | -$15K | 0.13% | 168 |
|
|
2020
Q4 | $982K | Sell |
14,732
-1,068
| -7% | -$71.2K | 0.14% | 160 |
|
|
2020
Q3 | $1.09M | Sell |
15,800
-915
| -5% | -$63.1K | 0.18% | 130 |
|
|
2020
Q2 | $1.05M | Buy |
16,715
+1,896
| +13% | +$119K | 0.19% | 126 |
|
|
2020
Q1 | $892K | Sell |
14,819
-21,898
| -60% | -$1.32M | 0.2% | 116 |
|
|
2019
Q4 | $2.31M | Buy |
36,717
+18,427
| +101% | +$1.16M | 0.35% | 61 |
|
|
2019
Q3 | $1.18M | Sell |
18,290
-36,405
| -67% | -$2.36M | 0.25% | 101 |
|
|
2019
Q2 | $3.1M | Buy |
54,695
+38,568
| +239% | +$2.18M | 0.41% | 49 |
|
|
2019
Q1 | $908K | Buy |
16,127
+514
| +3% | +$28.9K | 0.2% | 124 |
|
|
2018
Q4 | $772K | Buy |
+15,613
| New | +$772K | 0.21% | 120 |
|