Aaron Wealth Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Sell |
6,243
-234
| -4% | -$15.9K | 0.04% | 280 |
|
|
2025
Q1 | $459K | Buy |
6,477
+219
| +3% | +$15.5K | 0.05% | 235 |
|
|
2024
Q4 | $423K | Buy |
6,258
+368
| +6% | +$24.8K | 0.05% | 237 |
|
|
2024
Q3 | $385K | Buy |
5,890
+1,608
| +38% | +$105K | 0.05% | 240 |
|
|
2024
Q2 | $229K | Buy |
+4,282
| New | +$229K | 0.03% | 285 |
|
|
2022
Q2 | – | Sell |
-79,820
| Closed | -$1.11M | – | 858 |
|
|
2022
Q1 | $1.11M | Buy |
+79,820
| New | +$1.11M | 0.02% | 341 |
|