Winch Advisory Services’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.8K | Buy |
401
+3
| +0.8% | +$235 | 0.01% | 214 |
|
|
2025
Q4 | $29.4K | Buy |
398
+3
| +0.8% | +$237 | 0.01% | 215 |
|
|
2025
Q3 | $31.9K | Sell |
395
-819
| -67% | -$59.3K | 0.01% | 203 |
|
|
2025
Q2 | $82.7K | Buy |
1,214
+10
| +0.8% | +$693 | 0.02% | 134 |
|
|
2025
Q1 | $85.2K | Buy |
1,204
+10
| +0.8% | +$681 | 0.02% | 127 |
|
|
2024
Q4 | $80.6K | Buy |
1,194
+10
| +0.8% | +$671 | 0.02% | 129 |
|
|
2024
Q3 | $77.3K | Buy |
1,184
+11
| +0.9% | +$652 | 0.02% | 127 |
|
|
2024
Q2 | $62.6K | Buy |
1,173
+12
| +1% | +$653 | 0.02% | 132 |
|
|
2024
Q1 | $62.4K | Buy |
1,161
+10
| +0.9% | +$571 | 0.02% | 133 |
|
|
2023
Q4 | $71.3K | Buy |
1,151
+10
| +0.9% | +$600 | 0.02% | 120 |
|
|
2023
Q3 | $65K | Buy |
1,141
+9
| +0.8% | +$541 | 0.02% | 122 |
|
|
2023
Q2 | $70K | Buy |
1,132
+9
| +0.8% | +$601 | 0.03% | 114 |
|
|
2023
Q1 | $76K | Buy |
1,123
+8
| +0.7% | +$540 | 0.03% | 109 |
|
|
2022
Q4 | $78K | Buy |
1,115
+8
| +0.7% | +$532 | 0.03% | 107 |
|
|
2022
Q3 | $71K | Buy |
1,107
+8
| +0.7% | +$582 | 0.03% | 99 |
|
|
2022
Q2 | $78K | Buy |
1,099
+5
| +0.5% | +$364 | 0.03% | 99 |
|
|
2022
Q1 | $79K | Buy |
1,094
+7
| +0.6% | +$481 | 0.03% | 108 |
|
|
2021
Q4 | $74K | Buy |
1,087
+7
| +0.6% | +$456 | 0.02% | 109 |
|
|
2021
Q3 | $67K | Buy |
1,080
+7
| +0.7% | +$473 | 0.02% | 114 |
|
|
2021
Q2 | $71K | Buy |
1,073
+7
| +0.7% | +$487 | 0.03% | 110 |
|
|
2021
Q1 | $71K | Buy |
1,066
+7
| +0.7% | +$442 | 0.03% | 96 |
|
|
2020
Q4 | $71K | Buy |
1,059
+7
| +0.7% | +$488 | 0.03% | 84 |
|
|
2020
Q3 | $73K | Buy |
1,052
+6
| +0.6% | +$409 | 0.03% | 77 |
|
|
2020
Q2 | $65K | Buy |
1,046
+7
| +0.7% | +$441 | 0.03% | 83 |
|
|
2020
Q1 | $63K | Buy |
1,039
+7
| +0.7% | +$456 | 0.03% | 73 |
|
|
2019
Q4 | $66K | Buy |
1,032
+6
| +0.6% | +$375 | 0.03% | 100 |
|
|
2019
Q3 | $67K | Buy |
1,026
+7
| +0.7% | +$436 | 0.03% | 94 |
|
|
2019
Q2 | $61K | Buy |
1,019
+7
| +0.7% | +$402 | 0.03% | 101 |
|
|
2019
Q1 | $57K | Sell |
1,012
-401
| -28% | -$21.3K | 0.03% | 105 |
|
|
2018
Q4 | $70K | Sell |
1,413
-138
| -9% | -$6.92K | 0.04% | 85 |
|
|
2018
Q3 | $73K | Sell |
1,551
-155
| -9% | -$7.32K | 0.04% | 92 |
|
|
2018
Q2 | $78K | Sell |
1,706
-7,972
| -82% | -$357K | 0.04% | 95 |
|
|
2018
Q1 | $440K | Sell |
9,678
-18,219
| -65% | -$812K | 0.26% | 58 |
|
|
2017
Q4 | $1.34M | Buy |
27,897
+2,077
| +8% | +$103K | 0.81% | 38 |
|
|
2017
Q3 | $1.22M | Buy |
25,820
+22,532
| +685% | +$1.08M | 0.79% | 36 |
|
|
2017
Q2 | $151K | Hold |
3,288
| – | – | 0.1% | 80 |
|
|
2017
Q1 | $146K | Sell |
3,288
-596
| -15% | -$25.3K | 0.09% | 86 |
|
|
2016
Q4 | $158K | Sell |
3,884
-988
| -20% | -$39.5K | 0.11% | 76 |
|
|
2016
Q3 | $200K | Sell |
4,872
-414
| -8% | -$17.7K | 0.16% | 67 |
|
|
2016
Q2 | $237K | Sell |
5,286
-655
| -11% | -$27.1K | 0.29% | 39 |
|
|
2016
Q1 | $248K | Buy |
5,941
+52
| +0.9% | +$2.03K | 0.4% | 24 |
|
|
2015
Q4 | $211K | Buy |
5,889
+51
| +0.9% | +$1.82K | 0.24% | 28 |
|
|
2015
Q3 | $207K | Buy |
5,838
+56
| +1% | +$1.9K | 0.3% | 33 |
|
|
2015
Q2 | $186K | Buy |
5,782
+53
| +0.9% | +$1.78K | 0.1% | 94 |
|
|
2015
Q1 | $199K | Buy |
+5,729
| New | +$205K | 0.12% | 60 |
|
|
2014
Q4 | – | Sell |
-5,632
| Closed | -$171K | – | 180 |
|
|
2014
Q3 | $171K | Sell |
5,632
-66
| -1% | -$2.06K | 0.11% | 58 |
|
|
2014
Q2 | $184K | Buy |
5,698
+53
| +0.9% | +$1.64K | 0.11% | 76 |
|
|
2014
Q1 | $171K | Buy |
+5,645
| New | +$165K | 0.11% | 86 |
|
Other funds holding XEL
VCM
VPM
