Ashton Thomas Private Wealth’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 | $1.36M | Buy |
19,775
+1,008
| +5% | +$69.2K | 0.05% | 344 |
|
|
2025
Q1 | $1.34M | Buy |
18,767
+4,383
| +30% | +$313K | 0.05% | 322 |
|
|
2024
Q4 | $971K | Buy |
14,384
+1,356
| +10% | +$91.6K | 0.04% | 382 |
|
|
2024
Q3 | $851K | Buy |
13,028
+9,782
| +301% | +$639K | 0.04% | 341 |
|
|
2024
Q2 | $173K | Sell |
3,246
-1,258
| -28% | -$67.2K | 0.01% | 595 |
|
|
2024
Q1 | $242K | Sell |
4,504
-433
| -9% | -$23.3K | 0.01% | 534 |
|
|
2023
Q4 | $306K | Sell |
4,937
-1,248
| -20% | -$77.3K | 0.02% | 495 |
|
|
2023
Q3 | $354K | Buy |
+6,185
| New | +$354K | 0.03% | 454 |
|
|
2021
Q3 | – | Sell |
-9,786
| Closed | -$645K | – | 385 |
|
|
2021
Q2 | $645K | Buy |
9,786
+999
| +11% | +$65.8K | 0.1% | 224 |
|
|
2021
Q1 | $584K | Buy |
+8,787
| New | +$584K | 0.1% | 214 |
|