Bell Investment Advisors’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 | $58.1K | Buy |
853
+21
| +3% | +$1.43K | 0.01% | 225 |
|
|
2025
Q1 | $58.9K | Buy |
832
+211
| +34% | +$14.9K | 0.01% | 202 |
|
|
2024
Q4 | $41.9K | Sell |
621
-2
| -0.3% | -$135 | 0.01% | 243 |
|
|
2024
Q3 | $40.7K | Sell |
623
-1
| -0.2% | -$65 | 0.01% | 254 |
|
|
2024
Q2 | $33.3K | Sell |
624
-103
| -14% | -$5.5K | 0.01% | 280 |
|
|
2024
Q1 | $39.1K | Hold |
727
| – | – | 0.01% | 247 |
|
|
2023
Q4 | $45K | Buy |
727
+81
| +13% | +$5.02K | 0.01% | 209 |
|
|
2023
Q3 | $37K | Buy |
646
+455
| +238% | +$26K | 0.01% | 210 |
|
|
2023
Q2 | $11.9K | Buy |
191
+89
| +87% | +$5.53K | ﹤0.01% | 453 |
|
|
2023
Q1 | $6.88K | Buy |
102
+49
| +92% | +$3.31K | ﹤0.01% | 631 |
|
|
2022
Q4 | $3.72K | Sell |
53
-8
| -13% | -$561 | ﹤0.01% | 962 |
|
|
2022
Q3 | $4K | Buy |
61
+20
| +49% | +$1.31K | ﹤0.01% | 850 |
|
|
2022
Q2 | $3K | Buy |
+41
| New | +$3K | ﹤0.01% | 1044 |
|
|
2021
Q4 | $4K | Buy |
62
+27
| +77% | +$1.74K | ﹤0.01% | 915 |
|
|
2021
Q3 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 1188 |
|