Atticus Wealth Management’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 | $13.6K | Sell |
200
-20
| -9% | -$1.36K | ﹤0.01% | 447 |
|
|
2025
Q1 | $15.6K | Hold |
220
| – | – | 0.01% | 346 |
|
|
2024
Q4 | $14.9K | Hold |
220
| – | – | ﹤0.01% | 358 |
|
|
2024
Q3 | $14.4K | Sell |
220
-10
| -4% | -$653 | ﹤0.01% | 363 |
|
|
2024
Q2 | $12.3K | Hold |
230
| – | – | ﹤0.01% | 360 |
|
|
2024
Q1 | $12.4K | Hold |
230
| – | – | ﹤0.01% | 373 |
|
|
2023
Q4 | $14.2K | Hold |
230
| – | – | 0.01% | 366 |
|
|
2023
Q3 | $13.2K | Hold |
230
| – | – | 0.01% | 380 |
|
|
2023
Q2 | $14.3K | Hold |
230
| – | – | 0.01% | 367 |
|
|
2023
Q1 | $15.5K | Hold |
230
| – | – | 0.01% | 341 |
|
|
2022
Q4 | $16.1K | Hold |
230
| – | – | 0.01% | 353 |
|
|
2022
Q3 | $16K | Hold |
230
| – | – | 0.01% | 342 |
|
|
2022
Q2 | $16K | Hold |
230
| – | – | 0.01% | 371 |
|
|
2022
Q1 | $17K | Hold |
230
| – | – | 0.01% | 357 |
|
|
2021
Q4 | $16K | Buy |
+230
| New | +$16K | 0.01% | 326 |
|