Canopy Partners’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 | $35.5K | Hold |
522
| – | – | 0.01% | 226 |
|
|
2025
Q1 | $37K | Buy |
522
+25
| +5% | +$1.77K | 0.01% | 215 |
|
|
2024
Q4 | $33.6K | Buy |
497
+37
| +8% | +$2.5K | 0.01% | 211 |
|
|
2024
Q3 | $30K | Buy |
460
+38
| +9% | +$2.48K | 0.01% | 209 |
|
|
2024
Q2 | $22.5K | Sell |
422
-87
| -17% | -$4.65K | 0.01% | 197 |
|
|
2024
Q1 | $27.4K | Sell |
509
-4,098
| -89% | -$220K | 0.01% | 199 |
|
|
2023
Q4 | $288K | Buy |
+4,607
| New | +$288K | 0.18% | 116 |
|