Beacon Capital Management LLC (Tennessee)’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 | $12.1K | Buy |
178
+2
| +1% | +$136 | ﹤0.01% | 599 |
|
|
2025
Q1 | $12.5K | Buy |
176
+1
| +0.6% | +$71 | ﹤0.01% | 572 |
|
|
2024
Q4 | $11.8K | Buy |
175
+30
| +21% | +$2.03K | ﹤0.01% | 567 |
|
|
2024
Q3 | $9.47K | Buy |
+145
| New | +$9.47K | ﹤0.01% | 661 |
|
|
2024
Q2 | – | Sell |
-300
| Closed | -$16.1K | – | 1107 |
|
|
2024
Q1 | $16.1K | Buy |
300
+268
| +838% | +$14.4K | ﹤0.01% | 494 |
|
|
2023
Q4 | $1.83K | Hold |
32
| – | – | ﹤0.01% | 806 |
|
|
2023
Q3 | $1.99K | Hold |
32
| – | – | ﹤0.01% | 847 |
|
|
2023
Q2 | $1.99K | Sell |
32
-36
| -53% | -$2.24K | ﹤0.01% | 847 |
|
|
2023
Q1 | $4.59K | Hold |
68
| – | – | ﹤0.01% | 649 |
|
|
2022
Q4 | $4.77K | Buy |
68
+36
| +113% | +$2.52K | ﹤0.01% | 655 |
|
|
2022
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 771 |
|
|
2022
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 818 |
|
|
2022
Q1 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 818 |
|