Anchor Investment Management’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 | $3.27K | Hold |
48
| – | – | ﹤0.01% | 921 |
|
2025
Q1 | $3.4K | Hold |
48
| – | – | ﹤0.01% | 915 |
|
2024
Q4 | $3.24K | Hold |
48
| – | – | ﹤0.01% | 904 |
|
2024
Q3 | $3.13K | Hold |
48
| – | – | ﹤0.01% | 913 |
|
2024
Q2 | $2.56K | Hold |
48
| – | – | ﹤0.01% | 894 |
|
2024
Q1 | $2.58K | Buy |
48
+17
| +55% | +$914 | ﹤0.01% | 919 |
|
2023
Q4 | $1.92K | Hold |
31
| – | – | ﹤0.01% | 880 |
|
2023
Q3 | $1.77K | Hold |
31
| – | – | ﹤0.01% | 900 |
|
2023
Q2 | $1.93K | Hold |
31
| – | – | ﹤0.01% | 882 |
|
2023
Q1 | $2.09K | Hold |
31
| – | – | ﹤0.01% | 901 |
|
2022
Q4 | $2.17K | Hold |
31
| – | – | ﹤0.01% | 872 |
|
2022
Q3 | $1.98K | Buy |
+31
| New | +$1.98K | ﹤0.01% | 887 |
|