Brookstone Capital Management’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 | $435K | Buy |
6,389
+597
| +10% | +$40.7K | 0.01% | 779 |
|
|
2025
Q1 | $410K | Sell |
5,792
-274
| -5% | -$19.4K | 0.01% | 756 |
|
|
2024
Q4 | $410K | Buy |
6,066
+343
| +6% | +$23.2K | 0.01% | 745 |
|
|
2024
Q3 | $374K | Buy |
5,723
+238
| +4% | +$15.5K | 0.01% | 767 |
|
|
2024
Q2 | $303K | Buy |
5,485
+37
| +0.7% | +$2.05K | 0.01% | 787 |
|
|
2024
Q1 | $293K | Sell |
5,448
-695
| -11% | -$37.4K | 0.01% | 777 |
|
|
2023
Q4 | $380K | Buy |
6,143
+676
| +12% | +$41.9K | 0.01% | 653 |
|
|
2023
Q3 | $323K | Sell |
5,467
-183
| -3% | -$10.8K | 0.01% | 672 |
|
|
2023
Q2 | $356K | Sell |
5,650
-189
| -3% | -$11.9K | 0.01% | 653 |
|
|
2023
Q1 | $411K | Buy |
5,839
+488
| +9% | +$34.3K | 0.01% | 633 |
|
|
2022
Q4 | $381K | Buy |
5,351
+453
| +9% | +$32.3K | 0.01% | 648 |
|
|
2022
Q3 | $284K | Buy |
4,898
+155
| +3% | +$8.99K | 0.01% | 669 |
|
|
2022
Q2 | $330K | Buy |
4,743
+1,592
| +51% | +$111K | 0.01% | 626 |
|
|
2022
Q1 | $234K | Sell |
3,151
-506
| -14% | -$37.6K | ﹤0.01% | 696 |
|
|
2021
Q4 | $253K | Sell |
3,657
-666
| -15% | -$46.1K | ﹤0.01% | 663 |
|
|
2021
Q3 | $278K | Sell |
4,323
-884
| -17% | -$56.8K | 0.01% | 618 |
|
|
2021
Q2 | $352K | Buy |
5,207
+858
| +20% | +$58K | 0.01% | 551 |
|
|
2021
Q1 | $289K | Hold |
4,349
| – | – | 0.01% | 406 |
|
|
2020
Q4 | $290K | Buy |
4,349
+13
| +0.3% | +$867 | 0.01% | 386 |
|
|
2020
Q3 | $299K | Hold |
4,336
| – | – | 0.01% | 338 |
|
|
2020
Q2 | $271K | Hold |
4,336
| – | – | 0.02% | 298 |
|
|
2020
Q1 | $261K | Buy |
+4,336
| New | +$261K | 0.02% | 273 |
|
|
2015
Q3 | – | Sell |
-367
| Closed | -$12K | – | 2162 |
|
|
2015
Q2 | $12K | Buy |
+367
| New | +$12K | ﹤0.01% | 1110 |
|