Aveo Capital Partners’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 | – | Sell |
-3,938
| Closed | -$281K | – | 166 |
|
|
2025
Q1 | $281K | Sell |
3,938
-3,003
| -43% | -$214K | 0.05% | 149 |
|
|
2024
Q4 | $469K | Buy |
6,941
+476
| +7% | +$32.1K | 0.05% | 216 |
|
|
2024
Q3 | $422K | Sell |
6,465
-897
| -12% | -$58.6K | 0.04% | 225 |
|
|
2024
Q2 | $393K | Sell |
7,362
-122
| -2% | -$6.52K | 0.04% | 225 |
|
|
2024
Q1 | $406K | Sell |
7,484
-115
| -2% | -$6.24K | 0.04% | 249 |
|
|
2023
Q4 | $470K | Buy |
7,599
+33
| +0.4% | +$2.04K | 0.06% | 213 |
|
|
2023
Q3 | $433K | Sell |
7,566
-123
| -2% | -$7.04K | 0.06% | 216 |
|
|
2023
Q2 | $478K | Sell |
7,689
-8,535
| -53% | -$531K | 0.06% | 210 |
|
|
2023
Q1 | $1.09M | Buy |
16,224
+3,099
| +24% | +$209K | 0.15% | 108 |
|
|
2022
Q4 | $920K | Sell |
13,125
-26
| -0.2% | -$1.82K | 0.14% | 118 |
|
|
2022
Q3 | $842K | Sell |
13,151
-389
| -3% | -$24.9K | 0.15% | 112 |
|
|
2022
Q2 | $958K | Buy |
13,540
+3,435
| +34% | +$243K | 0.16% | 117 |
|
|
2022
Q1 | $729K | Sell |
10,105
-501
| -5% | -$36.1K | 0.13% | 136 |
|
|
2021
Q4 | $718K | Buy |
10,606
+35
| +0.3% | +$2.37K | 0.13% | 142 |
|
|
2021
Q3 | $661K | Sell |
10,571
-24
| -0.2% | -$1.5K | 0.14% | 138 |
|
|
2021
Q2 | $698K | Sell |
10,595
-401
| -4% | -$26.4K | 0.15% | 130 |
|
|
2021
Q1 | $731K | Buy |
10,996
+7,178
| +188% | +$477K | 0.18% | 107 |
|
|
2020
Q4 | $255K | Sell |
3,818
-7,565
| -66% | -$505K | 0.39% | 57 |
|
|
2020
Q3 | $786K | Buy |
11,383
+7,955
| +232% | +$549K | 0.28% | 73 |
|
|
2020
Q2 | $214K | Sell |
3,428
-8,247
| -71% | -$515K | 0.43% | 51 |
|
|
2020
Q1 | $704K | Buy |
11,675
+7,256
| +164% | +$438K | 0.34% | 65 |
|
|
2019
Q4 | $281K | Sell |
4,419
-82
| -2% | -$5.21K | 0.11% | 153 |
|
|
2019
Q3 | $277K | Buy |
4,501
+557
| +14% | +$34.3K | 0.11% | 143 |
|
|
2019
Q2 | $238K | Hold |
3,944
| – | – | 0.1% | 158 |
|
|
2019
Q1 | $222K | Buy |
+3,944
| New | +$222K | 0.1% | 146 |
|
|
2017
Q1 | – | Sell |
-7,289
| Closed | -$297K | – | 235 |
|
|
2016
Q4 | $297K | Buy |
+7,289
| New | +$297K | 0.08% | 153 |
|