Aptus 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 | $2.78M | Buy |
40,810
+611
| +2% | +$41.6K | 0.02% | 360 |
|
|
2025
Q1 | $2.85M | Sell |
40,199
-786
| -2% | -$55.6K | 0.03% | 346 |
|
|
2024
Q4 | $2.77M | Buy |
40,985
+29,336
| +252% | +$1.98M | 0.03% | 340 |
|
|
2024
Q3 | $761K | Buy |
11,649
+1,008
| +9% | +$65.8K | 0.01% | 457 |
|
|
2024
Q2 | $568K | Buy |
10,641
+500
| +5% | +$26.7K | 0.01% | 476 |
|
|
2024
Q1 | $545K | Buy |
10,141
+136
| +1% | +$7.31K | 0.01% | 487 |
|
|
2023
Q4 | $619K | Sell |
10,005
-452
| -4% | -$28K | 0.02% | 348 |
|
|
2023
Q3 | $598K | Buy |
10,457
+1,882
| +22% | +$108K | 0.02% | 353 |
|
|
2023
Q2 | $533K | Buy |
8,575
+551
| +7% | +$34.3K | 0.01% | 307 |
|
|
2023
Q1 | $545K | Buy |
8,024
+4,452
| +125% | +$303K | 0.01% | 313 |
|
|
2022
Q4 | $250K | Buy |
3,572
+37
| +1% | +$2.59K | 0.01% | 433 |
|
|
2022
Q3 | $228K | Buy |
+3,535
| New | +$228K | 0.01% | 417 |
|
|
2020
Q1 | – | Sell |
-37,598
| Closed | -$2.39M | – | 492 |
|
|
2019
Q4 | $2.39M | Buy |
+37,598
| New | +$2.39M | 0.17% | 85 |
|