Ascent Group’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 | $1.55M | Buy |
22,753
+3,427
| +18% | +$233K | 0.06% | 263 |
|
|
2025
Q1 | $1.37M | Buy |
19,326
+6,455
| +50% | +$457K | 0.06% | 285 |
|
|
2024
Q4 | $869K | Buy |
12,871
+7,925
| +160% | +$535K | 0.07% | 298 |
|
|
2024
Q3 | $323K | Buy |
+4,946
| New | +$323K | 0.02% | 432 |
|
|
2023
Q1 | – | Sell |
-8,044
| Closed | -$564K | – | 506 |
|
|
2022
Q4 | $564K | Buy |
8,044
+638
| +9% | +$44.7K | 0.07% | 288 |
|
|
2022
Q3 | $482K | Buy |
7,406
+3,943
| +114% | +$257K | 0.06% | 297 |
|
|
2022
Q2 | $253K | Buy |
+3,463
| New | +$253K | 0.03% | 421 |
|