Brooklyn Investment 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 | $177K | Buy |
2,597
+255
| +11% | +$17.4K | 0.02% | 669 |
|
|
2025
Q1 | $166K | Buy |
2,342
+422
| +22% | +$29.9K | 0.04% | 385 |
|
|
2024
Q4 | $130K | Buy |
1,920
+178
| +10% | +$12K | 0.04% | 325 |
|
|
2024
Q3 | $114K | Buy |
+1,742
| New | +$114K | 0.04% | 328 |
|
|
2024
Q1 | – | Sell |
-3,669
| Closed | -$227K | – | 238 |
|
|
2023
Q4 | $227K | Buy |
+3,669
| New | +$227K | 0.11% | 199 |
|