Advocate Group’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 | – | Sell |
-2,877
| Closed | -$204K | – | 124 |
|
|
2025
Q1 | $204K | Buy |
+2,877
| New | +$204K | 0.04% | 112 |
|
|
2024
Q1 | – | Sell |
-13,320
| Closed | -$825K | – | 125 |
|
|
2023
Q4 | $825K | Sell |
13,320
-133
| -1% | -$8.23K | 0.18% | 82 |
|
|
2023
Q3 | $770K | Sell |
13,453
-1,569
| -10% | -$89.8K | 0.18% | 83 |
|
|
2023
Q2 | $934K | Buy |
15,022
+244
| +2% | +$15.2K | 0.21% | 80 |
|
|
2023
Q1 | $997K | Sell |
14,778
-156
| -1% | -$10.5K | 0.22% | 78 |
|
|
2022
Q4 | $1.05M | Buy |
14,934
+1,353
| +10% | +$94.9K | 0.23% | 77 |
|
|
2022
Q3 | $869K | Hold |
13,581
| – | – | 0.21% | 75 |
|
|
2022
Q2 | $961K | Buy |
+13,581
| New | +$961K | 0.22% | 73 |
|