Avestar Capital’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,996
| Closed | -$212K | – | 529 |
|
|
2025
Q1 | $212K | Sell |
2,996
-536
| -15% | -$36.5K | 0.02% | 444 |
|
|
2024
Q4 | $238K | Buy |
3,532
+343
| +11% | +$23K | 0.02% | 436 |
|
|
2024
Q3 | $208K | Buy |
+3,189
| New | +$189K | 0.02% | 439 |
|
|
2024
Q2 | – | Sell |
-5,109
| Closed | -$275K | – | 522 |
|
|
2024
Q1 | $275K | Sell |
5,109
-319
| -6% | -$18.2K | 0.03% | 362 |
|
|
2023
Q4 | $339K | Buy |
5,428
+729
| +16% | +$43.7K | 0.04% | 272 |
|
|
2023
Q3 | $269K | Buy |
4,699
+305
| +7% | +$18.3K | 0.04% | 274 |
|
|
2023
Q2 | $273K | Sell |
4,394
-39
| -0.9% | -$2.6K | 0.04% | 248 |
|
|
2023
Q1 | $299K | Sell |
4,433
-50
| -1% | -$3.37K | 0.05% | 234 |
|
|
2022
Q4 | $314K | Buy |
4,483
+291
| +7% | +$19.4K | 0.06% | 202 |
|
|
2022
Q3 | $268K | Sell |
4,192
-780
| -16% | -$56.8K | 0.07% | 206 |
|
|
2022
Q2 | $352K | Buy |
4,972
+806
| +19% | +$58.6K | 0.09% | 173 |
|
|
2022
Q1 | $303K | Sell |
4,166
-8
| -0.2% | -$550 | 0.05% | 314 |
|
|
2021
Q4 | $284K | Buy |
4,174
+559
| +15% | +$36.4K | 0.03% | 349 |
|
|
2021
Q3 | $226K | Buy |
3,615
+298
| +9% | +$20.1K | 0.03% | 407 |
|
|
2021
Q2 | $220K | Buy |
+3,317
| New | +$231K | 0.03% | 404 |
|
|
2021
Q1 | – | Sell |
-4,336
| Closed | -$291K | – | 338 |
|
|
2020
Q4 | $291K | Buy |
4,336
+437
| +11% | +$30.5K | 0.08% | 218 |
|
|
2020
Q3 | $280K | Sell |
3,899
-193
| -5% | -$13.2K | 0.09% | 169 |
|
|
2020
Q2 | $256K | Sell |
4,092
-123
| -3% | -$7.75K | 0.11% | 151 |
|
|
2020
Q1 | $256K | Buy |
4,215
+172
| +4% | +$11.2K | 0.14% | 131 |
|
|
2019
Q4 | $256K | Buy |
4,043
+53
| +1% | +$3.32K | 0.14% | 132 |
|
|
2019
Q3 | $259K | Buy |
3,990
+44
| +1% | +$2.74K | 0.16% | 118 |
|
|
2019
Q2 | $222K | Buy |
3,946
+24
| +0.6% | +$1.38K | 0.14% | 96 |
|
|
2019
Q1 | $203K | Sell |
3,922
-274
| -7% | -$14.6K | 0.13% | 105 |
|
|
2018
Q4 | $187K | Sell |
4,196
-481
| -10% | -$24.1K | 0.13% | 102 |
|
|
2018
Q3 | $197K | Buy |
4,677
+885
| +23% | +$41.8K | 0.11% | 121 |
|
|
2018
Q2 | $154K | Buy |
3,792
+249
| +7% | +$11.2K | 0.1% | 137 |
|
|
2018
Q1 | $142K | Buy |
3,543
+487
| +16% | +$21.7K | 0.09% | 129 |
|
|
2017
Q4 | $134K | Buy |
+3,056
| New | +$152K | 0.1% | 121 |
|
Other funds holding XEL
Avestar Capital's XEL Position: Q2 2025 in Review
Avestar Capital sold out of Xcel Energy (XEL) in Q2 2025, closing a stake of 2,996 shares — an estimated $212K sold.
Avestar Capital first reported a position in XEL in Q4 2017 and held it in 28 quarters. The position peaked at $352K in Q2 2022. 1,132 funds tracked by Wall St. Rank hold XEL as of Q2 2025.
- Avestar Capital reported no remaining Xcel Energy position as of Q2 2025 after selling out during the quarter.
- Avestar Capital sold 2,996 Xcel Energy shares in Q2 2025, an estimated $212K.
- Avestar Capital first reported a position in Xcel Energy in Q4 2017 and held it in 28 quarters.
- Avestar Capital's Xcel Energy position peaked at $352K in Q2 2022.
- 1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.
Based on Avestar Capital's 13F filing for Q2 2025, filed 13 Aug 2025.