Advisory Alpha’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 | $310K | Buy |
4,545
+31
| +0.7% | +$2.11K | 0.01% | 356 |
|
|
2025
Q1 | $320K | Sell |
4,514
-16
| -0.4% | -$1.13K | 0.01% | 338 |
|
|
2024
Q4 | $306K | Sell |
4,530
-4,139
| -48% | -$280K | 0.01% | 315 |
|
|
2024
Q3 | $566K | Buy |
8,669
+4,856
| +127% | +$317K | 0.02% | 215 |
|
|
2024
Q2 | $204K | Buy |
+3,813
| New | +$204K | 0.01% | 380 |
|
|
2020
Q4 | – | Sell |
-30
| Closed | -$2K | – | 658 |
|
|
2020
Q3 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 623 |
|
|
2019
Q4 | – | Sell |
-28
| Closed | -$1.79K | – | 936 |
|
|
2019
Q3 | $1.79K | Buy |
+28
| New | +$1.79K | ﹤0.01% | 661 |
|