Brown, Lisle/Cummings’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 | $61.4K | Hold |
902
| – | – | 0.02% | 314 |
|
|
2025
Q1 | $63.9K | Hold |
902
| – | – | 0.02% | 307 |
|
|
2024
Q4 | $60.9K | Hold |
902
| – | – | 0.02% | 308 |
|
|
2024
Q3 | $58.9K | Hold |
902
| – | – | 0.02% | 301 |
|
|
2024
Q2 | $48.2K | Hold |
902
| – | – | 0.02% | 314 |
|
|
2024
Q1 | $48.5K | Hold |
902
| – | – | 0.02% | 295 |
|
|
2023
Q4 | $55.8K | Buy |
902
+592
| +191% | +$36.7K | 0.02% | 279 |
|
|
2023
Q3 | $17.7K | Hold |
310
| – | – | 0.01% | 349 |
|
|
2023
Q2 | $19.3K | Hold |
310
| – | – | 0.01% | 342 |
|
|
2023
Q1 | $20.9K | Hold |
310
| – | – | 0.01% | 327 |
|
|
2022
Q4 | $21.7K | Hold |
310
| – | – | 0.01% | 319 |
|
|
2022
Q3 | $19.8K | Hold |
310
| – | – | 0.01% | 318 |
|
|
2022
Q2 | $21.9K | Hold |
310
| – | – | 0.01% | 319 |
|
|
2022
Q1 | $22.4K | Hold |
310
| – | – | 0.01% | 328 |
|
|
2021
Q4 | $21K | Buy |
+310
| New | +$21K | 0.01% | 331 |
|