Burkett Financial Services’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 | $90.6K | Buy |
1,330
+11
| +0.8% | +$749 | 0.03% | 74 |
|
|
2025
Q1 | $93.4K | Buy |
1,319
+10
| +0.8% | +$708 | 0.04% | 68 |
|
|
2024
Q4 | $88.4K | Buy |
1,309
+229
| +21% | +$15.5K | 0.04% | 68 |
|
|
2024
Q3 | $70.5K | Buy |
1,080
+11
| +1% | +$718 | 0.03% | 69 |
|
|
2024
Q2 | $57.1K | Buy |
1,069
+10
| +0.9% | +$534 | 0.03% | 72 |
|
|
2024
Q1 | $56.9K | Buy |
1,059
+10
| +1% | +$537 | 0.03% | 80 |
|
|
2023
Q4 | $65K | Buy |
+1,049
| New | +$65K | 0.04% | 77 |
|