Bogart Wealth LLC’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 | $3.96M | Sell |
58,200
-11,854
| -17% | -$807K | 0.17% | 98 |
|
|
2025
Q1 | $4.96M | Sell |
70,054
-750
| -1% | -$53.1K | 0.23% | 89 |
|
|
2024
Q4 | $4.78M | Sell |
70,804
-2,072
| -3% | -$140K | 0.23% | 94 |
|
|
2024
Q3 | $4.76M | Sell |
72,876
-920
| -1% | -$60.1K | 0.23% | 93 |
|
|
2024
Q2 | $3.94M | Sell |
73,796
-3,155
| -4% | -$169K | 0.2% | 94 |
|
|
2024
Q1 | $4.14M | Sell |
76,951
-24,638
| -24% | -$1.32M | 0.21% | 96 |
|
|
2023
Q4 | $6.29M | Sell |
101,589
-1,322
| -1% | -$81.8K | 0.35% | 72 |
|
|
2023
Q3 | $5.89M | Buy |
102,911
+3,010
| +3% | +$172K | 0.36% | 69 |
|
|
2023
Q2 | $6.21M | Buy |
99,901
+4,520
| +5% | +$281K | 0.39% | 62 |
|
|
2023
Q1 | $6.43M | Buy |
95,381
+9,584
| +11% | +$646K | 0.43% | 55 |
|
|
2022
Q4 | $6.02M | Buy |
85,797
+15,307
| +22% | +$1.07M | 0.42% | 55 |
|
|
2022
Q3 | $4.51M | Buy |
70,490
+10,766
| +18% | +$689K | 0.38% | 56 |
|
|
2022
Q2 | $4.23M | Buy |
59,724
+8,738
| +17% | +$618K | 0.37% | 55 |
|
|
2022
Q1 | $3.68M | Buy |
50,986
+7,521
| +17% | +$543K | 0.31% | 68 |
|
|
2021
Q4 | $2.94M | Buy |
43,465
+8,868
| +26% | +$600K | 0.27% | 75 |
|
|
2021
Q3 | $2.16M | Buy |
34,597
+6,598
| +24% | +$412K | 0.22% | 89 |
|
|
2021
Q2 | $1.85M | Buy |
27,999
+6,294
| +29% | +$415K | 0.2% | 94 |
|
|
2021
Q1 | $1.44M | Buy |
21,705
+6,889
| +46% | +$458K | 0.2% | 91 |
|
|
2020
Q4 | $987K | Buy |
14,816
+1,706
| +13% | +$114K | 0.18% | 89 |
|
|
2020
Q3 | $904K | Buy |
+13,110
| New | +$904K | 0.2% | 73 |
|