Addison 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 | $65K | Buy |
955
+252
| +36% | +$17.2K | 0.02% | 376 |
|
|
2025
Q1 | $49.8K | Buy |
703
+42
| +6% | +$2.97K | 0.01% | 385 |
|
|
2024
Q4 | $44.6K | Hold |
661
| – | – | 0.01% | 403 |
|
|
2024
Q3 | $43.2K | Buy |
661
+128
| +24% | +$8.36K | 0.01% | 412 |
|
|
2024
Q2 | $28.5K | Hold |
533
| – | – | 0.01% | 443 |
|
|
2024
Q1 | $28.6K | Hold |
533
| – | – | 0.01% | 423 |
|
|
2023
Q4 | $33K | Sell |
533
-267
| -33% | -$16.5K | 0.01% | 401 |
|
|
2023
Q3 | $45.8K | Hold |
800
| – | – | 0.02% | 333 |
|
|
2023
Q2 | $49.7K | Hold |
800
| – | – | 0.02% | 316 |
|
|
2023
Q1 | $54K | Sell |
800
-8
| -1% | -$540 | 0.03% | 292 |
|
|
2022
Q4 | $56.6K | Hold |
808
| – | – | 0.03% | 275 |
|
|
2022
Q3 | $52K | Sell |
808
-187
| -19% | -$12K | 0.03% | 260 |
|
|
2022
Q2 | $70K | Hold |
995
| – | – | 0.04% | 229 |
|
|
2022
Q1 | $72K | Buy |
995
+267
| +37% | +$19.3K | 0.04% | 240 |
|
|
2021
Q4 | $49K | Buy |
728
+8
| +1% | +$538 | 0.03% | 251 |
|
|
2021
Q3 | $45K | Hold |
720
| – | – | 0.04% | 196 |
|
|
2021
Q2 | $47K | Buy |
+720
| New | +$47K | 0.04% | 193 |
|
|
2020
Q4 | $36K | Buy |
+533
| New | +$36K | 0.03% | 203 |
|