Westside Investment 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 | $4.5K | Hold |
66
| – | – | ﹤0.01% | 1157 |
|
|
2025
Q1 | $4.67K | Hold |
66
| – | – | ﹤0.01% | 787 |
|
|
2024
Q4 | $4.46K | Sell |
66
-426
| -87% | -$28.8K | ﹤0.01% | 791 |
|
|
2024
Q3 | $32.1K | Hold |
492
| – | – | 0.01% | 480 |
|
|
2024
Q2 | $26.3K | Hold |
492
| – | – | 0.01% | 494 |
|
|
2024
Q1 | $26.4K | Hold |
492
| – | – | 0.01% | 478 |
|
|
2023
Q4 | $30.5K | Hold |
492
| – | – | 0.01% | 434 |
|
|
2023
Q3 | $28.2K | Hold |
492
| – | – | 0.01% | 435 |
|
|
2023
Q2 | $30.6K | Hold |
492
| – | – | 0.01% | 430 |
|
|
2023
Q1 | $33.2K | Hold |
492
| – | – | 0.01% | 415 |
|
|
2022
Q4 | $34 | Hold |
492
| – | – | ﹤0.01% | 459 |
|
|
2022
Q3 | $31 | Hold |
492
| – | – | ﹤0.01% | 455 |
|
|
2022
Q2 | $34 | Hold |
492
| – | – | ﹤0.01% | 448 |
|
|
2022
Q1 | $35 | Buy |
492
+426
| +645% | +$30 | ﹤0.01% | 459 |
|
|
2021
Q4 | $4 | Hold |
66
| – | – | ﹤0.01% | 707 |
|
|
2021
Q3 | $4 | Hold |
66
| – | – | ﹤0.01% | 690 |
|
|
2021
Q2 | $4 | Hold |
66
| – | – | ﹤0.01% | 674 |
|
|
2021
Q1 | $4 | Hold |
66
| – | – | ﹤0.01% | 661 |
|
|
2020
Q4 | $4 | Hold |
66
| – | – | ﹤0.01% | 586 |
|
|
2020
Q3 | $4 | Hold |
66
| – | – | ﹤0.01% | 576 |
|
|
2020
Q2 | $4 | Hold |
66
| – | – | ﹤0.01% | 569 |
|
|
2020
Q1 | $3 | Buy |
+66
| New | +$3 | ﹤0.01% | 585 |
|
|
2019
Q2 | $3 | Buy |
+66
| New | +$3 | ﹤0.01% | 597 |
|
|
2018
Q4 | $3.25K | Hold |
66
| – | – | ﹤0.01% | 596 |
|
|
2018
Q3 | $3.11K | Hold |
66
| – | – | ﹤0.01% | 649 |
|
|
2018
Q2 | $3.05K | Hold |
66
| – | – | ﹤0.01% | 736 |
|
|
2018
Q1 | $2.97K | Hold |
66
| – | – | ﹤0.01% | 727 |
|
|
2017
Q4 | $3.11K | Buy |
+66
| New | +$3.11K | ﹤0.01% | 739 |
|