Annis Gardner Whiting Capital Advisors’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 | $87.8K | Buy |
1,284
+624
| +95% | +$42.7K | 0.03% | 323 |
|
|
2025
Q1 | $47.1K | Sell |
660
-2
| -0.3% | -$143 | 0.02% | 354 |
|
|
2024
Q4 | $44.7K | Buy |
662
+83
| +14% | +$5.6K | 0.01% | 359 |
|
|
2024
Q3 | $38.1K | Sell |
579
-1,045
| -64% | -$68.8K | 0.01% | 396 |
|
|
2024
Q2 | $87K | Buy |
1,624
+55
| +4% | +$2.95K | 0.02% | 331 |
|
|
2024
Q1 | $85.2K | Buy |
1,569
+196
| +14% | +$10.6K | 0.03% | 302 |
|
|
2023
Q4 | $85.3K | Buy |
1,373
+845
| +160% | +$52.5K | 0.04% | 240 |
|
|
2023
Q3 | $30.6K | Buy |
+528
| New | +$30.6K | 0.02% | 345 |
|