Austin 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 | $257K | Sell |
3,780
-100
| -3% | -$6.81K | 0.02% | 253 |
|
|
2025
Q1 | $275K | Buy |
3,880
+26
| +0.7% | +$1.84K | 0.02% | 230 |
|
|
2024
Q4 | $260K | Buy |
3,854
+58
| +2% | +$3.92K | 0.02% | 223 |
|
|
2024
Q3 | $248K | Buy |
3,796
+5
| +0.1% | +$327 | 0.02% | 203 |
|
|
2024
Q2 | $202K | Buy |
3,791
+2
| +0.1% | +$107 | 0.02% | 222 |
|
|
2024
Q1 | $205K | Buy |
3,789
+2
| +0.1% | +$108 | 0.02% | 215 |
|
|
2023
Q4 | $234K | Sell |
3,787
-36
| -0.9% | -$2.23K | 0.03% | 182 |
|
|
2023
Q3 | $219K | Hold |
3,823
| – | – | 0.03% | 154 |
|
|
2023
Q2 | $238K | Buy |
3,823
+264
| +7% | +$16.4K | 0.03% | 145 |
|
|
2023
Q1 | $240K | Hold |
3,559
| – | – | 0.04% | 131 |
|
|
2022
Q4 | $250K | Hold |
3,559
| – | – | 0.04% | 129 |
|
|
2022
Q3 | $228K | Hold |
3,559
| – | – | 0.05% | 109 |
|
|
2022
Q2 | $252K | Hold |
3,559
| – | – | 0.06% | 106 |
|
|
2022
Q1 | $257K | Hold |
3,559
| – | – | 0.05% | 107 |
|
|
2021
Q4 | $241K | Hold |
3,559
| – | – | 0.05% | 115 |
|
|
2021
Q3 | $222K | Hold |
3,559
| – | – | 0.05% | 112 |
|
|
2021
Q2 | $234K | Hold |
3,559
| – | – | 0.05% | 112 |
|
|
2021
Q1 | $237K | Hold |
3,559
| – | – | 0.06% | 102 |
|
|
2020
Q4 | $237K | Buy |
+3,559
| New | +$237K | 0.07% | 101 |
|