Arax Advisory Partners’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 | $785K | Buy |
11,531
+712
| +7% | +$48.5K | 0.04% | 294 |
|
|
2025
Q1 | $766K | Sell |
10,819
-924
| -8% | -$65.4K | 0.05% | 227 |
|
|
2024
Q4 | $793K | Buy |
11,743
+7,701
| +191% | +$520K | 0.05% | 208 |
|
|
2024
Q3 | $264K | Buy |
4,042
+91
| +2% | +$5.94K | 0.02% | 299 |
|
|
2024
Q2 | $211K | Buy |
3,951
+576
| +17% | +$30.8K | 0.02% | 318 |
|
|
2024
Q1 | $181K | Sell |
3,375
-10,634
| -76% | -$572K | 0.02% | 302 |
|
|
2023
Q4 | $867K | Sell |
14,009
-231
| -2% | -$14.3K | 0.1% | 117 |
|
|
2023
Q3 | $815K | Sell |
14,240
-40
| -0.3% | -$2.29K | 0.1% | 112 |
|
|
2023
Q2 | $888K | Buy |
14,280
+22
| +0.2% | +$1.37K | 0.11% | 87 |
|
|
2023
Q1 | $962K | Buy |
14,258
+63
| +0.4% | +$4.25K | 0.13% | 79 |
|
|
2022
Q4 | $995K | Sell |
14,195
-32
| -0.2% | -$2.24K | 0.14% | 73 |
|
|
2022
Q3 | $911K | Sell |
14,227
-15
| -0.1% | -$960 | 0.14% | 71 |
|
|
2022
Q2 | $1.01M | Buy |
14,242
+28
| +0.2% | +$1.98K | 0.15% | 70 |
|
|
2022
Q1 | $1.03M | Buy |
14,214
+64
| +0.5% | +$4.62K | 0.14% | 74 |
|
|
2021
Q4 | $958K | Sell |
14,150
-149
| -1% | -$10.1K | 0.12% | 76 |
|
|
2021
Q3 | $894K | Buy |
14,299
+178
| +1% | +$11.1K | 0.12% | 76 |
|
|
2021
Q2 | $930K | Buy |
+14,121
| New | +$930K | 0.13% | 77 |
|
|
2020
Q4 | $973K | Buy |
14,591
+71
| +0.5% | +$4.74K | 0.14% | 63 |
|
|
2020
Q3 | $1M | Buy |
14,520
+639
| +5% | +$44.1K | 0.17% | 56 |
|
|
2020
Q2 | $868K | Sell |
13,881
-68
| -0.5% | -$4.25K | 0.15% | 62 |
|
|
2020
Q1 | $841K | Buy |
13,949
+1,483
| +12% | +$89.4K | 0.19% | 58 |
|
|
2019
Q4 | $791K | Buy |
12,466
+69
| +0.6% | +$4.38K | 0.23% | 52 |
|
|
2019
Q3 | $804K | Buy |
12,397
+71
| +0.6% | +$4.61K | 0.24% | 46 |
|
|
2019
Q2 | $733K | Buy |
+12,326
| New | +$733K | 0.24% | 49 |
|
|
2018
Q4 | $599K | Buy |
12,167
+83
| +0.7% | +$4.09K | 0.24% | 49 |
|
|
2018
Q3 | $571K | Buy |
+12,084
| New | +$571K | 0.23% | 50 |
|