Atria Investments’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 | $4.61M | Buy |
67,734
+4,061
| +6% | +$277K | 0.05% | 405 |
|
|
2025
Q1 | $4.51M | Sell |
63,673
-20,794
| -25% | -$1.47M | 0.06% | 401 |
|
|
2024
Q4 | $5.7M | Buy |
84,467
+3,919
| +5% | +$265K | 0.07% | 311 |
|
|
2024
Q3 | $5.26M | Sell |
80,548
-161
| -0.2% | -$10.5K | 0.07% | 338 |
|
|
2024
Q2 | $4.31M | Buy |
80,709
+16,377
| +25% | +$875K | 0.06% | 383 |
|
|
2024
Q1 | $3.46M | Buy |
64,332
+6,310
| +11% | +$339K | 0.05% | 449 |
|
|
2023
Q4 | $3.59M | Buy |
58,022
+16,952
| +41% | +$1.05M | 0.06% | 385 |
|
|
2023
Q3 | $2.35M | Sell |
41,070
-5,899
| -13% | -$338K | 0.04% | 511 |
|
|
2023
Q2 | $2.92M | Sell |
46,969
-4,524
| -9% | -$281K | 0.05% | 427 |
|
|
2023
Q1 | $3.47M | Sell |
51,493
-758
| -1% | -$51.1K | 0.07% | 351 |
|
|
2022
Q4 | $3.66M | Buy |
52,251
+296
| +0.6% | +$20.8K | 0.08% | 332 |
|
|
2022
Q3 | $3.33M | Buy |
51,955
+1,146
| +2% | +$73.3K | 0.07% | 325 |
|
|
2022
Q2 | $3.6M | Buy |
50,809
+4,378
| +9% | +$310K | 0.08% | 328 |
|
|
2022
Q1 | $3.35M | Buy |
46,431
+23,969
| +107% | +$1.73M | 0.06% | 394 |
|
|
2021
Q4 | $1.52M | Buy |
22,462
+3,481
| +18% | +$236K | 0.03% | 667 |
|
|
2021
Q3 | $1.19M | Buy |
18,981
+1,892
| +11% | +$118K | 0.02% | 720 |
|
|
2021
Q2 | $1.13M | Buy |
+17,089
| New | +$1.13M | 0.02% | 715 |
|
|
2020
Q2 | – | Sell |
-9,624
| Closed | -$580K | – | 778 |
|
|
2020
Q1 | $580K | Buy |
9,624
+1,297
| +16% | +$78.2K | 0.04% | 322 |
|
|
2019
Q4 | $529K | Buy |
8,327
+4,664
| +127% | +$296K | 0.01% | 770 |
|
|
2019
Q3 | $238K | Buy |
+3,663
| New | +$238K | 0.01% | 793 |
|
|
2019
Q1 | – | Sell |
-4,322
| Closed | -$213K | – | 1035 |
|
|
2018
Q4 | $213K | Buy |
+4,322
| New | +$213K | 0.01% | 795 |
|