Bleakley 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 | $1.91M | Buy |
28,052
+3,099
| +12% | +$211K | 0.05% | 278 |
|
|
2025
Q1 | $1.77M | Buy |
24,953
+1,106
| +5% | +$78.3K | 0.06% | 257 |
|
|
2024
Q4 | $1.61M | Buy |
23,847
+2,282
| +11% | +$154K | 0.05% | 299 |
|
|
2024
Q3 | $1.41M | Sell |
21,565
-1,442
| -6% | -$94.2K | 0.04% | 323 |
|
|
2024
Q2 | $1.23M | Buy |
23,007
+8,629
| +60% | +$461K | 0.04% | 376 |
|
|
2024
Q1 | $773K | Sell |
14,378
-1,662
| -10% | -$89.3K | 0.02% | 492 |
|
|
2023
Q4 | $993K | Buy |
16,040
+9,222
| +135% | +$571K | 0.03% | 401 |
|
|
2023
Q3 | $390K | Sell |
6,818
-4,987
| -42% | -$285K | 0.01% | 607 |
|
|
2023
Q2 | $734K | Buy |
11,805
+2,690
| +30% | +$167K | 0.02% | 487 |
|
|
2023
Q1 | $615K | Buy |
9,115
+721
| +9% | +$48.6K | 0.02% | 515 |
|
|
2022
Q4 | $589K | Buy |
+8,394
| New | +$589K | 0.02% | 510 |
|