Abbrea Capital’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $226K | Sell |
4,181
-693
| -14% | -$37.5K | 0.03% | 215 |
|
|
2024
Q1 | $265K | Hold |
4,874
| – | – | 0.03% | 221 |
|
|
2023
Q4 | $304K | Hold |
4,874
| – | – | 0.04% | 199 |
|
|
2023
Q3 | $281K | Hold |
4,874
| – | – | 0.04% | 199 |
|
|
2023
Q2 | $306K | Hold |
4,874
| – | – | 0.05% | 194 |
|
|
2023
Q1 | $331K | Hold |
4,874
| – | – | 0.06% | 186 |
|
|
2022
Q4 | $344K | Hold |
4,874
| – | – | 0.06% | 182 |
|
|
2022
Q3 | $314K | Hold |
4,874
| – | – | 0.06% | 177 |
|
|
2022
Q2 | $347K | Hold |
4,874
| – | – | 0.06% | 174 |
|
|
2022
Q1 | $354K | Hold |
4,874
| – | – | 0.05% | 195 |
|
|
2021
Q4 | $332K | Hold |
4,874
| – | – | 0.04% | 203 |
|
|
2021
Q3 | $307K | Hold |
4,874
| – | – | 0.05% | 203 |
|
|
2021
Q2 | $323K | Hold |
4,874
| – | – | 0.05% | 199 |
|
|
2021
Q1 | $326K | Hold |
4,874
| – | – | 0.05% | 184 |
|
|
2020
Q4 | $327K | Buy |
4,874
+693
| +17% | +$46.5K | 0.06% | 175 |
|
|
2020
Q3 | $290K | Sell |
4,181
-693
| -14% | -$48.1K | 0.06% | 159 |
|
|
2020
Q2 | $307K | Hold |
4,874
| – | – | 0.07% | 158 |
|
|
2020
Q1 | $296K | Buy |
+4,874
| New | +$296K | 0.08% | 152 |
|