WCM
Windsor Capital Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
3,419
+22
| +0.6% | +$1.5K | 0.07% | 110 |
|
|
2025
Q1 | $240K | Buy |
3,397
+22
| +0.7% | +$1.56K | 0.07% | 107 |
|
|
2024
Q4 | $228K | Buy |
3,375
+22
| +0.7% | +$1.49K | 0.07% | 112 |
|
|
2024
Q3 | $219K | Buy |
+3,353
| New | +$219K | 0.06% | 112 |
|
|
2024
Q1 | – | Sell |
-3,280
| Closed | -$203K | – | 115 |
|
|
2023
Q4 | $203K | Buy |
+3,280
| New | +$203K | 0.07% | 109 |
|
|
2023
Q3 | – | Sell |
-3,238
| Closed | -$201K | – | 118 |
|
|
2023
Q2 | $201K | Buy |
3,238
+19
| +0.6% | +$1.18K | 0.07% | 110 |
|
|
2023
Q1 | $217K | Buy |
3,219
+17
| +0.5% | +$1.15K | 0.07% | 108 |
|
|
2022
Q4 | $224K | Buy |
3,202
+20
| +0.6% | +$1.4K | 0.08% | 105 |
|
|
2022
Q3 | $203K | Buy |
3,182
+18
| +0.6% | +$1.15K | 0.08% | 108 |
|
|
2022
Q2 | $223K | Buy |
3,164
+15
| +0.5% | +$1.06K | 0.08% | 110 |
|
|
2022
Q1 | $227K | Buy |
3,149
+16
| +0.5% | +$1.15K | 0.07% | 114 |
|
|
2021
Q4 | $212K | Buy |
+3,133
| New | +$212K | 0.06% | 116 |
|
|
2021
Q3 | – | Sell |
-3,101
| Closed | -$204K | – | 123 |
|
|
2021
Q2 | $204K | Buy |
3,101
+15
| +0.5% | +$987 | 0.07% | 114 |
|
|
2021
Q1 | $205K | Sell |
3,086
-3,221
| -51% | -$214K | 0.07% | 114 |
|
|
2020
Q4 | $420K | Buy |
6,307
+29
| +0.5% | +$1.93K | 0.16% | 87 |
|
|
2020
Q3 | $433K | Buy |
6,278
+31
| +0.5% | +$2.14K | 0.18% | 86 |
|
|
2020
Q2 | $390K | Sell |
6,247
-1,122
| -15% | -$70K | 0.17% | 87 |
|
|
2020
Q1 | $444K | Buy |
7,369
+35
| +0.5% | +$2.11K | 0.22% | 76 |
|
|
2019
Q4 | $465K | Buy |
7,334
+413
| +6% | +$26.2K | 0.2% | 84 |
|
|
2019
Q3 | $449K | Buy |
6,921
+41
| +0.6% | +$2.66K | 0.2% | 88 |
|
|
2019
Q2 | $409K | Buy |
6,880
+45
| +0.7% | +$2.68K | 0.19% | 87 |
|
|
2019
Q1 | $384K | Buy |
6,835
+45
| +0.7% | +$2.53K | 0.18% | 90 |
|
|
2018
Q4 | $334K | Sell |
6,790
-846
| -11% | -$41.6K | 0.17% | 91 |
|
|
2018
Q3 | $360K | Sell |
7,636
-823
| -10% | -$38.8K | 0.16% | 98 |
|
|
2018
Q2 | $386K | Buy |
8,459
+63
| +0.8% | +$2.88K | 0.18% | 92 |
|
|
2018
Q1 | $381K | Sell |
8,396
-4,542
| -35% | -$206K | 0.18% | 95 |
|
|
2017
Q4 | $622K | Sell |
12,938
-1,206
| -9% | -$58K | 0.29% | 71 |
|
|
2017
Q3 | $648K | Hold |
14,144
| – | – | 0.33% | 62 |
|
|
2017
Q2 | $648K | Buy |
14,144
+58
| +0.4% | +$2.66K | 0.33% | 63 |
|
|
2017
Q1 | $626K | Buy |
14,086
+60
| +0.4% | +$2.67K | 0.32% | 66 |
|
|
2016
Q4 | $570K | Sell |
14,026
-880
| -6% | -$35.8K | 0.31% | 73 |
|
|
2016
Q3 | $613K | Buy |
14,906
+53
| +0.4% | +$2.18K | 0.34% | 63 |
|
|
2016
Q2 | $665K | Sell |
14,853
-2,364
| -14% | -$106K | 0.39% | 59 |
|
|
2016
Q1 | $720K | Sell |
17,217
-85
| -0.5% | -$3.56K | 0.45% | 55 |
|
|
2015
Q4 | $621K | Sell |
17,302
-26
| -0.2% | -$933 | 0.39% | 61 |
|
|
2015
Q3 | $613K | Sell |
17,328
-219
| -1% | -$7.75K | 0.36% | 59 |
|
|
2015
Q2 | $564K | Buy |
17,547
+77
| +0.4% | +$2.48K | 0.33% | 61 |
|
|
2015
Q1 | $608K | Sell |
17,470
-8
| -0% | -$278 | 0.35% | 58 |
|
|
2014
Q4 | $628K | Sell |
17,478
-501
| -3% | -$18K | 0.35% | 50 |
|
|
2014
Q3 | $547K | Buy |
17,979
+86
| +0.5% | +$2.62K | 0.31% | 48 |
|
|
2014
Q2 | $577K | Buy |
17,893
+86
| +0.5% | +$2.77K | 0.32% | 49 |
|
|
2014
Q1 | $541K | Buy |
17,807
+953
| +6% | +$29K | 0.32% | 51 |
|
|
2013
Q4 | $471K | Buy |
16,854
+77
| +0.5% | +$2.15K | 0.28% | 51 |
|
|
2013
Q3 | $463K | Sell |
16,777
-408
| -2% | -$11.3K | 0.27% | 52 |
|
|
2013
Q2 | $487K | Buy |
+17,185
| New | +$487K | 0.29% | 52 |
|