Atlas Capital 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 | $544 | Hold |
8
| – | – | ﹤0.01% | 898 |
|
|
2025
Q1 | $566 | Sell |
8
-100
| -93% | -$7.08K | ﹤0.01% | 941 |
|
|
2024
Q4 | $7.29K | Buy |
108
+100
| +1,250% | +$6.75K | ﹤0.01% | 799 |
|
|
2024
Q3 | $522 | Sell |
8
-100
| -93% | -$6.53K | ﹤0.01% | 874 |
|
|
2024
Q2 | $5.77K | Buy |
108
+100
| +1,250% | +$5.34K | ﹤0.01% | 774 |
|
|
2024
Q1 | $430 | Sell |
8
-100
| -93% | -$5.38K | ﹤0.01% | 859 |
|
|
2023
Q4 | $6.69K | Hold |
108
| – | – | ﹤0.01% | 777 |
|
|
2023
Q3 | $6.18K | Hold |
108
| – | – | ﹤0.01% | 749 |
|
|
2023
Q2 | $6.71K | Hold |
108
| – | – | ﹤0.01% | 768 |
|
|
2023
Q1 | $7.28K | Hold |
108
| – | – | ﹤0.01% | 762 |
|
|
2022
Q4 | $7.57K | Hold |
108
| – | – | ﹤0.01% | 757 |
|
|
2022
Q3 | $6.91K | Hold |
108
| – | – | ﹤0.01% | 745 |
|
|
2022
Q2 | $7.64K | Buy |
108
+100
| +1,250% | +$7.08K | ﹤0.01% | 783 |
|
|
2022
Q1 | $577 | Hold |
8
| – | – | ﹤0.01% | 883 |
|
|
2021
Q4 | $541 | Hold |
8
| – | – | ﹤0.01% | 901 |
|
|
2021
Q3 | $500 | Hold |
8
| – | – | ﹤0.01% | 917 |
|
|
2021
Q2 | $527 | Buy |
+8
| New | +$527 | ﹤0.01% | 923 |
|
|
2018
Q4 | – | Sell |
-115
| Closed | -$5.42K | – | 603 |
|
|
2018
Q3 | $5.42K | Hold |
115
| – | – | ﹤0.01% | 525 |
|
|
2018
Q2 | $5.27K | Hold |
115
| – | – | ﹤0.01% | 491 |
|
|
2018
Q1 | $5.23K | Buy |
+115
| New | +$5.23K | ﹤0.01% | 502 |
|