Buska Wealth 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 | $316K | Buy |
4,641
+562
| +14% | +$38.3K | 0.09% | 53 |
|
|
2025
Q1 | $289K | Buy |
4,079
+33
| +0.8% | +$2.34K | 0.09% | 55 |
|
|
2024
Q4 | $273K | Sell |
4,046
-281
| -6% | -$19K | 0.09% | 51 |
|
|
2024
Q3 | $283K | Buy |
4,327
+38
| +0.9% | +$2.48K | 0.1% | 51 |
|
|
2024
Q2 | $229K | Sell |
4,289
-2
| -0% | -$107 | 0.09% | 48 |
|
|
2024
Q1 | $231K | Buy |
+4,291
| New | +$231K | 0.1% | 45 |
|