Avestar Capital’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 |
-2,996
| Closed | -$212K | – | 463 |
|
|
2025
Q1 | $212K | Sell |
2,996
-536
| -15% | -$37.9K | 0.02% | 396 |
|
|
2024
Q4 | $238K | Buy |
3,532
+343
| +11% | +$23.2K | 0.02% | 404 |
|
|
2024
Q3 | $208K | Buy |
+3,189
| New | +$208K | 0.02% | 408 |
|
|
2024
Q2 | – | Sell |
-5,109
| Closed | -$275K | – | 465 |
|
|
2024
Q1 | $275K | Sell |
5,109
-319
| -6% | -$17.1K | 0.03% | 334 |
|
|
2023
Q4 | $339K | Buy |
5,428
+729
| +16% | +$45.5K | 0.04% | 251 |
|
|
2023
Q3 | $269K | Buy |
4,699
+305
| +7% | +$17.5K | 0.04% | 252 |
|
|
2023
Q2 | $273K | Sell |
4,394
-39
| -0.9% | -$2.43K | 0.04% | 227 |
|
|
2023
Q1 | $299K | Sell |
4,433
-50
| -1% | -$3.37K | 0.05% | 214 |
|
|
2022
Q4 | $314K | Buy |
4,483
+291
| +7% | +$20.4K | 0.06% | 185 |
|
|
2022
Q3 | $268K | Sell |
4,192
-780
| -16% | -$49.9K | 0.07% | 190 |
|
|
2022
Q2 | $352K | Buy |
4,972
+806
| +19% | +$57.1K | 0.09% | 152 |
|
|
2022
Q1 | $303K | Sell |
4,166
-8
| -0.2% | -$582 | 0.05% | 276 |
|
|
2021
Q4 | $284K | Buy |
4,174
+559
| +15% | +$38K | 0.03% | 274 |
|
|
2021
Q3 | $226K | Buy |
3,615
+298
| +9% | +$18.6K | 0.03% | 321 |
|
|
2021
Q2 | $220K | Buy |
+3,317
| New | +$220K | 0.03% | 327 |
|
|
2021
Q1 | – | Sell |
-4,336
| Closed | -$291K | – | 338 |
|
|
2020
Q4 | $291K | Buy |
4,336
+437
| +11% | +$29.3K | 0.08% | 218 |
|
|
2020
Q3 | $280K | Sell |
3,899
-193
| -5% | -$13.9K | 0.09% | 169 |
|
|
2020
Q2 | $256K | Sell |
4,092
-123
| -3% | -$7.7K | 0.11% | 151 |
|
|
2020
Q1 | $256K | Buy |
4,215
+172
| +4% | +$10.4K | 0.14% | 131 |
|
|
2019
Q4 | $256K | Buy |
4,043
+53
| +1% | +$3.36K | 0.14% | 130 |
|
|
2019
Q3 | $259K | Buy |
3,990
+44
| +1% | +$2.86K | 0.16% | 118 |
|
|
2019
Q2 | $222K | Buy |
3,946
+24
| +0.6% | +$1.35K | 0.14% | 96 |
|
|
2019
Q1 | $203K | Sell |
3,922
-274
| -7% | -$14.2K | 0.13% | 105 |
|
|
2018
Q4 | $187K | Sell |
4,196
-481
| -10% | -$21.4K | 0.13% | 102 |
|
|
2018
Q3 | $197K | Buy |
4,677
+885
| +23% | +$37.3K | 0.11% | 121 |
|
|
2018
Q2 | $154K | Buy |
3,792
+249
| +7% | +$10.1K | 0.1% | 137 |
|
|
2018
Q1 | $142K | Buy |
3,543
+487
| +16% | +$19.5K | 0.09% | 129 |
|
|
2017
Q4 | $134K | Buy |
+3,056
| New | +$134K | 0.1% | 121 |
|