ACM
AlphaStar Capital Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,692
| Closed | -$545K | – | 373 |
|
|
2025
Q1 | $545K | Sell |
7,692
-16
| -0.2% | -$1.13K | 0.05% | 120 |
|
|
2024
Q4 | $520K | Buy |
7,708
+2,243
| +41% | +$151K | 0.05% | 126 |
|
|
2024
Q3 | $357K | Buy |
+5,465
| New | +$357K | 0.03% | 281 |
|
|
2024
Q2 | – | Sell |
-3,812
| Closed | -$205K | – | 327 |
|
|
2024
Q1 | $205K | Sell |
3,812
-76
| -2% | -$4.09K | 0.02% | 277 |
|
|
2023
Q4 | $241K | Buy |
+3,888
| New | +$241K | 0.02% | 254 |
|
|
2023
Q3 | – | Sell |
-6,848
| Closed | -$426K | – | 273 |
|
|
2023
Q2 | $426K | Buy |
6,848
+1,883
| +38% | +$117K | 0.05% | 196 |
|
|
2023
Q1 | $348K | Hold |
4,965
| – | – | 0.03% | 217 |
|
|
2022
Q4 | $348K | Buy |
4,965
+31
| +0.6% | +$2.17K | 0.04% | 236 |
|
|
2022
Q3 | $316K | Sell |
4,934
-162
| -3% | -$10.4K | 0.03% | 238 |
|
|
2022
Q2 | $361K | Buy |
+5,096
| New | +$361K | 0.03% | 256 |
|