Avidian Wealth Enterprises’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 | $207K | Sell |
3,040
-253
| -8% | -$17.2K | 0.01% | 526 |
|
|
2025
Q1 | $233K | Sell |
3,293
-203
| -6% | -$14.4K | 0.01% | 474 |
|
|
2024
Q4 | $236K | Buy |
3,496
+402
| +13% | +$27.1K | 0.01% | 450 |
|
|
2024
Q3 | $202K | Buy |
+3,094
| New | +$202K | 0.01% | 479 |
|
|
2023
Q1 | – | Sell |
-2,991
| Closed | -$210K | – | 507 |
|
|
2022
Q4 | $210K | Buy |
+2,991
| New | +$210K | 0.01% | 423 |
|
|
2022
Q3 | – | Sell |
-3,012
| Closed | -$213K | – | 470 |
|
|
2022
Q2 | $213K | Sell |
3,012
-54
| -2% | -$3.82K | 0.02% | 409 |
|
|
2022
Q1 | $221K | Buy |
3,066
+61
| +2% | +$4.4K | 0.01% | 432 |
|
|
2021
Q4 | $203K | Buy |
+3,005
| New | +$203K | 0.01% | 484 |
|
|
2020
Q4 | – | Sell |
-3,593
| Closed | -$248K | – | 336 |
|
|
2020
Q3 | $248K | Sell |
3,593
-36
| -1% | -$2.49K | 0.03% | 239 |
|
|
2020
Q2 | $227K | Buy |
3,629
+3
| +0.1% | +$188 | 0.03% | 230 |
|
|
2020
Q1 | $219K | Sell |
3,626
-108
| -3% | -$6.52K | 0.04% | 183 |
|
|
2019
Q4 | $237K | Buy |
+3,734
| New | +$237K | 0.03% | 203 |
|