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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.7K | Buy |
|
|||||
|
2025
Q1 | $85.2K | Buy |
|
|||||
|
2024
Q4 | $80.6K | Buy |
|
|||||
|
2024
Q3 | $77.3K | Buy |
|
|||||
|
2024
Q2 | $62.6K | Buy |
|
|||||
|
2024
Q1 | $62.4K | Buy |
|
|||||
|
2023
Q4 | $71.3K | Buy |
|
|||||
|
2023
Q3 | $65K | Buy |
|
|||||
|
2023
Q2 | $70K | Buy |
|
|||||
|
2023
Q1 | $76K | Buy |
|
|||||
|
2022
Q4 | $78K | Buy |
|
|||||
|
2022
Q3 | $71K | Buy |
|
|||||
|
2022
Q2 | $78K | Buy |
|
|||||
|
2022
Q1 | $79K | Buy |
|
|||||
|
2021
Q4 | $74K | Buy |
|
|||||
|
2021
Q3 | $67K | Buy |
|
|||||
|
2021
Q2 | $71K | Buy |
|
|||||
|
2021
Q1 | $71K | Buy |
|
|||||
|
2020
Q4 | $71K | Buy |
|
|||||
|
2020
Q3 | $73K | Buy |
|
|||||
|
2020
Q2 | $65K | Buy |
|
|||||
|
2020
Q1 | $63K | Buy |
|
|||||
|
2019
Q4 | $66K | Buy |
|
|||||
|
2019
Q3 | $67K | Buy |
|
|||||
|
2019
Q2 | $61K | Buy |
|
|||||
|
2019
Q1 | $57K | Sell |
|
|||||
|
2018
Q4 | $70K | Sell |
|
|||||
|
2018
Q3 | $73K | Sell |
|
|||||
|
2018
Q2 | $78K | Sell |
|
|||||
|
2018
Q1 | $440K | Sell |
|
|||||
|
2017
Q4 | $1.34M | Buy |
|
|||||
|
2017
Q3 | $1.22M | Buy |
|
|||||
|
2017
Q2 | $151K | Hold |
|
|||||
|
2017
Q1 | $146K | Sell |
|
|||||
|
2016
Q4 | $158K | Sell |
|
|||||
|
2016
Q3 | $200K | Sell |
|
|||||
|
2016
Q2 | $237K | Sell |
|
|||||
|
2016
Q1 | $248K | Buy |
|
|||||
|
2015
Q4 | $211K | Buy |
|
|||||
|
2015
Q3 | $207K | Buy |
|
|||||
|
2015
Q2 | $186K | Buy |
|
|||||
|
2015
Q1 | $199K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $171K | Sell |
|
|||||
|
2014
Q2 | $184K | Buy |
|
|||||
|
2014
Q1 | $171K | Buy |
|