Blue Trust Inc’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 | $607K | Buy |
8,908
+1,484
| +20% | +$101K | 0.01% | 394 |
|
|
2025
Q1 | $526K | Buy |
7,424
+895
| +14% | +$63.4K | 0.01% | 398 |
|
|
2024
Q4 | $441K | Sell |
6,529
-291
| -4% | -$19.6K | 0.01% | 407 |
|
|
2024
Q3 | $364K | Buy |
6,820
+2,203
| +48% | +$118K | ﹤0.01% | 592 |
|
|
2024
Q2 | $248K | Buy |
4,617
+960
| +26% | +$51.6K | ﹤0.01% | 626 |
|
|
2024
Q1 | $197K | Buy |
3,657
+327
| +10% | +$17.6K | ﹤0.01% | 509 |
|
|
2023
Q4 | $191K | Sell |
3,330
-1,524
| -31% | -$87.4K | ﹤0.01% | 459 |
|
|
2023
Q3 | $302K | Buy |
4,854
+1,736
| +56% | +$108K | ﹤0.01% | 343 |
|
|
2023
Q2 | $210K | Sell |
3,118
-3,045
| -49% | -$205K | ﹤0.01% | 356 |
|
|
2023
Q1 | $432K | Buy |
6,163
+995
| +19% | +$69.7K | 0.01% | 325 |
|
|
2022
Q4 | $331K | Buy |
5,168
+3,602
| +230% | +$231K | 0.01% | 334 |
|
|
2022
Q3 | $111K | Buy |
1,566
+136
| +10% | +$9.64K | ﹤0.01% | 501 |
|
|
2022
Q2 | $103K | Buy |
+1,430
| New | +$103K | ﹤0.01% | 487 |
|