Alta Advisers’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 | $210K | Hold |
3,083
| – | – | 0.07% | 234 |
|
|
2025
Q1 | $218K | Buy |
+3,083
| New | +$218K | 0.09% | 213 |
|
|
2024
Q4 | – | Sell |
-1,500
| Closed | -$98K | – | 407 |
|
|
2024
Q3 | $98K | Hold |
1,500
| – | – | 0.04% | 301 |
|
|
2024
Q2 | $80.1K | Hold |
1,500
| – | – | 0.04% | 305 |
|
|
2024
Q1 | $80.6K | Hold |
1,500
| – | – | 0.04% | 310 |
|
|
2023
Q4 | $92.9K | Hold |
1,500
| – | – | 0.05% | 274 |
|
|
2023
Q3 | $85.8K | Hold |
1,500
| – | – | 0.05% | 271 |
|
|
2023
Q2 | $93.3K | Hold |
1,500
| – | – | 0.05% | 265 |
|
|
2023
Q1 | $101K | Hold |
1,500
| – | – | 0.06% | 232 |
|
|
2022
Q4 | $105K | Hold |
1,500
| – | – | 0.06% | 212 |
|
|
2022
Q3 | $96K | Buy |
+1,500
| New | +$96K | 0.06% | 210 |
|