WAM
WFA Asset Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8K | Sell |
203
-928
| -82% | -$49.5K | 0.01% | 160 |
|
|
2025
Q1 | $60.8K | Buy |
1,131
+925
| +449% | +$49.7K | 0.03% | 93 |
|
|
2024
Q4 | $13.9K | Buy |
206
+1
| +0.5% | +$68 | 0.01% | 167 |
|
|
2024
Q3 | $13.4K | Buy |
205
+2
| +1% | +$130 | 0.01% | 154 |
|
|
2024
Q2 | $10.8K | Sell |
203
-928
| -82% | -$49.5K | 0.01% | 161 |
|
|
2024
Q1 | $60.8K | Buy |
1,131
+10
| +0.9% | +$538 | 0.03% | 93 |
|
|
2023
Q4 | $69.4K | Sell |
1,121
-1,099
| -50% | -$68.1K | 0.04% | 77 |
|
|
2023
Q3 | $127K | Buy |
2,220
+17
| +0.8% | +$973 | 0.08% | 63 |
|
|
2023
Q2 | $137K | Buy |
2,203
+16
| +0.7% | +$995 | 0.08% | 65 |
|
|
2023
Q1 | $147K | Buy |
2,187
+16
| +0.7% | +$1.08K | 0.09% | 63 |
|
|
2022
Q4 | $152K | Sell |
2,171
-49
| -2% | -$3.44K | 0.1% | 59 |
|
|
2022
Q3 | $142K | Hold |
2,220
| – | – | 0.1% | 57 |
|
|
2022
Q2 | $157K | Buy |
2,220
+450
| +25% | +$31.8K | 0.11% | 54 |
|
|
2022
Q1 | $128K | Hold |
1,770
| – | – | 0.08% | 63 |
|
|
2021
Q4 | $120K | Buy |
+1,770
| New | +$120K | 0.08% | 57 |
|