Berger Financial Group’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 | $2.48M | Sell |
36,447
-283
| -0.8% | -$19.3K | 0.16% | 117 |
|
|
2025
Q1 | $2.6M | Sell |
36,730
-1,487
| -4% | -$105K | 0.18% | 113 |
|
|
2024
Q4 | $2.58M | Buy |
38,217
+11,415
| +43% | +$771K | 0.18% | 114 |
|
|
2024
Q3 | $1.75M | Buy |
26,802
+340
| +1% | +$22.2K | 0.13% | 128 |
|
|
2024
Q2 | $1.41M | Buy |
26,462
+97
| +0.4% | +$5.18K | 0.11% | 129 |
|
|
2024
Q1 | $1.42M | Buy |
26,365
+387
| +1% | +$20.8K | 0.12% | 126 |
|
|
2023
Q4 | $1.61M | Buy |
25,978
+492
| +2% | +$30.5K | 0.17% | 104 |
|
|
2023
Q3 | $1.46M | Buy |
25,486
+303
| +1% | +$17.3K | 0.17% | 106 |
|
|
2023
Q2 | $1.57M | Buy |
25,183
+6,583
| +35% | +$409K | 0.18% | 102 |
|
|
2023
Q1 | $1.25M | Buy |
18,600
+612
| +3% | +$41.3K | 0.15% | 99 |
|
|
2022
Q4 | $1.26M | Buy |
17,988
+1,623
| +10% | +$114K | 0.17% | 96 |
|
|
2022
Q3 | $1.05M | Buy |
16,365
+18
| +0.1% | +$1.15K | 0.15% | 96 |
|
|
2022
Q2 | $1.16M | Sell |
16,347
-118
| -0.7% | -$8.35K | 0.17% | 86 |
|
|
2022
Q1 | $1.19M | Sell |
16,465
-249
| -1% | -$18K | 0.15% | 90 |
|
|
2021
Q4 | $1.13M | Buy |
16,714
+155
| +0.9% | +$10.5K | 0.15% | 95 |
|
|
2021
Q3 | $1.04M | Buy |
16,559
+995
| +6% | +$62.2K | 0.19% | 76 |
|
|
2021
Q2 | $1.03M | Buy |
15,564
+5,623
| +57% | +$370K | 0.19% | 80 |
|
|
2021
Q1 | $661K | Buy |
9,941
+245
| +3% | +$16.3K | 0.14% | 92 |
|
|
2020
Q4 | $646K | Buy |
+9,696
| New | +$646K | 0.11% | 113 |
|