Brighton Jones 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 | $335K | Sell |
4,916
-17
| -0.3% | -$1.16K | 0.01% | 676 |
|
|
2025
Q1 | $349K | Buy |
4,933
+1,384
| +39% | +$98K | 0.01% | 486 |
|
|
2024
Q4 | $240K | Buy |
+3,549
| New | +$240K | 0.01% | 594 |
|
|
2023
Q2 | – | Sell |
-2,974
| Closed | -$201K | – | 568 |
|
|
2023
Q1 | $201K | Sell |
2,974
-78
| -3% | -$5.26K | 0.01% | 482 |
|
|
2022
Q4 | $214K | Buy |
+3,052
| New | +$214K | 0.01% | 416 |
|