WJWM
Williams Jones Wealth Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Sell |
3,738
-328
| -8% | -$22.3K | ﹤0.01% | 442 |
|
|
2025
Q1 | $288K | Buy |
4,066
+328
| +9% | +$23.2K | ﹤0.01% | 406 |
|
|
2024
Q4 | $252K | Sell |
3,738
-37
| -1% | -$2.5K | ﹤0.01% | 436 |
|
|
2024
Q3 | $247K | Hold |
3,775
| – | – | ﹤0.01% | 460 |
|
|
2024
Q2 | $202K | Hold |
3,775
| – | – | ﹤0.01% | 479 |
|
|
2024
Q1 | $203K | Sell |
3,775
-1,135
| -23% | -$61K | ﹤0.01% | 502 |
|
|
2023
Q4 | $304K | Hold |
4,910
| – | – | ﹤0.01% | 419 |
|
|
2023
Q3 | $281K | Sell |
4,910
-94
| -2% | -$5.38K | ﹤0.01% | 426 |
|
|
2023
Q2 | $311K | Sell |
5,004
-6
| -0.1% | -$373 | ﹤0.01% | 420 |
|
|
2023
Q1 | $338K | Sell |
5,010
-100
| -2% | -$6.74K | 0.01% | 426 |
|
|
2022
Q4 | $358K | Hold |
5,110
| – | – | 0.01% | 415 |
|
|
2022
Q3 | $327K | Hold |
5,110
| – | – | 0.01% | 430 |
|
|
2022
Q2 | $362K | Buy |
5,110
+1,135
| +29% | +$80.4K | 0.01% | 418 |
|
|
2022
Q1 | $287K | Hold |
3,975
| – | – | ﹤0.01% | 424 |
|
|
2021
Q4 | $269K | Hold |
3,975
| – | – | ﹤0.01% | 413 |
|
|
2021
Q3 | $248K | Sell |
3,975
-6
| -0.2% | -$374 | ﹤0.01% | 428 |
|
|
2021
Q2 | $262K | Sell |
3,981
-94
| -2% | -$6.19K | ﹤0.01% | 428 |
|
|
2021
Q1 | $271K | Hold |
4,075
| – | – | ﹤0.01% | 411 |
|
|
2020
Q4 | $272K | Hold |
4,075
| – | – | ﹤0.01% | 388 |
|
|
2020
Q3 | $281K | Sell |
4,075
-459
| -10% | -$31.7K | 0.01% | 342 |
|
|
2020
Q2 | $283K | Hold |
4,534
| – | – | 0.01% | 328 |
|
|
2020
Q1 | $273K | Buy |
4,534
+459
| +11% | +$27.6K | 0.01% | 306 |
|
|
2019
Q4 | $259K | Hold |
4,075
| – | – | 0.01% | 381 |
|
|
2019
Q3 | $264K | Buy |
+4,075
| New | +$264K | 0.01% | 366 |
|