Aquatic Capital 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 | $6.03M | Buy |
+88,605
| New | +$6.03M | 0.12% | 207 |
|
|
2024
Q3 | – | Sell |
-21,200
| Closed | -$1.13M | – | 1593 |
|
|
2024
Q2 | $1.13M | Sell |
21,200
-630,400
| -97% | -$33.7M | 0.04% | 376 |
|
|
2024
Q1 | $35M | Buy |
651,600
+577,000
| +773% | +$31M | 1.14% | 16 |
|
|
2023
Q4 | $4.62M | Buy |
+74,600
| New | +$4.62M | 0.12% | 181 |
|
|
2023
Q3 | – | Sell |
-96,900
| Closed | -$6.02M | – | 1708 |
|
|
2023
Q2 | $6.02M | Buy |
+96,900
| New | +$6.02M | 0.33% | 74 |
|
|
2023
Q1 | – | Sell |
-15,900
| Closed | -$1.12M | – | 1814 |
|
|
2022
Q4 | $1.12M | Sell |
15,900
-62,023
| -80% | -$4.35M | 0.08% | 291 |
|
|
2022
Q3 | $4.99M | Buy |
+77,923
| New | +$4.99M | 0.49% | 42 |
|
|
2022
Q2 | – | Sell |
-800
| Closed | -$58K | – | 1613 |
|
|
2022
Q1 | $58K | Buy |
+800
| New | +$58K | 0.09% | 254 |
|