Apollon Wealth 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 | $1.09M | Sell |
16,048
-12,847
| -44% | -$875K | 0.02% | 526 |
|
|
2025
Q1 | $2.05M | Sell |
28,895
-55
| -0.2% | -$3.89K | 0.05% | 328 |
|
|
2024
Q4 | $1.95M | Buy |
28,950
+182
| +0.6% | +$12.3K | 0.05% | 343 |
|
|
2024
Q3 | $1.88M | Buy |
28,768
+19,054
| +196% | +$1.24M | 0.05% | 321 |
|
|
2024
Q2 | $519K | Sell |
9,714
-8,834
| -48% | -$472K | 0.02% | 665 |
|
|
2024
Q1 | $997K | Sell |
18,548
-1,617
| -8% | -$86.9K | 0.03% | 475 |
|
|
2023
Q4 | $1.25M | Sell |
20,165
-4,586
| -19% | -$284K | 0.04% | 383 |
|
|
2023
Q3 | $1.42M | Sell |
24,751
-683
| -3% | -$39.1K | 0.07% | 276 |
|
|
2023
Q2 | $1.58M | Buy |
25,434
+10,852
| +74% | +$675K | 0.08% | 265 |
|
|
2023
Q1 | $983K | Buy |
14,582
+618
| +4% | +$41.7K | 0.06% | 333 |
|
|
2022
Q4 | $979K | Buy |
13,964
+40
| +0.3% | +$2.8K | 0.07% | 305 |
|
|
2022
Q3 | $891K | Buy |
13,924
+1,741
| +14% | +$111K | 0.07% | 285 |
|
|
2022
Q2 | $862K | Sell |
12,183
-184
| -1% | -$13K | 0.07% | 300 |
|
|
2022
Q1 | $893K | Buy |
12,367
+684
| +6% | +$49.4K | 0.06% | 313 |
|
|
2021
Q4 | $791K | Buy |
11,683
+1,262
| +12% | +$85.4K | 0.06% | 348 |
|
|
2021
Q3 | $651K | Buy |
10,421
+294
| +3% | +$18.4K | 0.09% | 219 |
|
|
2021
Q2 | $667K | Sell |
10,127
-810
| -7% | -$53.3K | 0.12% | 175 |
|
|
2021
Q1 | $727K | Buy |
+10,937
| New | +$727K | 0.14% | 154 |
|
|
2020
Q3 | – | Sell |
-2,667
| Closed | -$167K | – | 693 |
|
|
2020
Q2 | $167K | Buy |
+2,667
| New | +$167K | 0.09% | 130 |
|