Arkadios Wealth 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 | $593K | Buy |
8,706
+368
| +4% | +$25.1K | 0.02% | 767 |
|
|
2025
Q1 | $590K | Buy |
8,338
+235
| +3% | +$16.6K | 0.02% | 645 |
|
|
2024
Q4 | $547K | Sell |
8,103
-1,398
| -15% | -$94.4K | 0.03% | 512 |
|
|
2024
Q3 | $620K | Buy |
9,501
+2,394
| +34% | +$156K | 0.04% | 467 |
|
|
2024
Q2 | $380K | Buy |
+7,107
| New | +$380K | 0.03% | 557 |
|
|
2021
Q4 | – | Sell |
-275
| Closed | -$17K | – | 1792 |
|
|
2021
Q3 | $17K | Sell |
275
-25
| -8% | -$1.55K | ﹤0.01% | 1282 |
|
|
2021
Q2 | $19K | Buy |
300
+239
| +392% | +$15.1K | ﹤0.01% | 1317 |
|
|
2021
Q1 | $4K | Buy |
61
+28
| +85% | +$1.84K | ﹤0.01% | 1439 |
|
|
2020
Q4 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 1286 |
|
|
2020
Q2 | – | Sell |
-18
| Closed | -$1.09K | – | 1165 |
|
|
2020
Q1 | $1.09K | Sell |
18
-18
| -50% | -$1.09K | ﹤0.01% | 963 |
|
|
2019
Q4 | $2.51K | Buy |
+36
| New | +$2.51K | ﹤0.01% | 796 |
|