Brown Financial Advisors’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 | $451K | Sell |
6,622
-139
| -2% | -$9.47K | 0.18% | 112 |
|
|
2025
Q1 | $479K | Sell |
6,761
-152
| -2% | -$10.8K | 0.2% | 99 |
|
|
2024
Q4 | $467K | Sell |
6,913
-1,157
| -14% | -$78.1K | 0.19% | 101 |
|
|
2024
Q3 | $527K | Sell |
8,070
-4,799
| -37% | -$313K | 0.22% | 93 |
|
|
2024
Q2 | $687K | Buy |
+12,869
| New | +$687K | 0.31% | 109 |
|