Capital Advisors Ltd’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 | $89K | Buy |
1,301
+8
| +0.6% | +$547 | 0.01% | 365 |
|
|
2025
Q1 | $92K | Sell |
1,293
-30
| -2% | -$2.14K | 0.01% | 353 |
|
|
2024
Q4 | $89K | Buy |
1,323
+148
| +13% | +$9.96K | 0.01% | 356 |
|
|
2024
Q3 | $77K | Buy |
1,175
+30
| +3% | +$1.97K | 0.01% | 386 |
|
|
2024
Q2 | $61K | Buy |
1,145
+447
| +64% | +$23.8K | 0.01% | 415 |
|
|
2024
Q1 | $38K | Sell |
698
-151
| -18% | -$8.22K | 0.01% | 483 |
|
|
2023
Q4 | $53K | Buy |
849
+37
| +5% | +$2.31K | 0.01% | 412 |
|
|
2023
Q3 | $46K | Buy |
812
+183
| +29% | +$10.4K | 0.01% | 428 |
|
|
2023
Q2 | $39K | Sell |
629
-34
| -5% | -$2.11K | 0.01% | 464 |
|
|
2023
Q1 | $45K | Buy |
663
+24
| +4% | +$1.63K | 0.01% | 382 |
|
|
2022
Q4 | $45K | Sell |
639
-146
| -19% | -$10.3K | 0.01% | 384 |
|
|
2022
Q3 | $50K | Buy |
785
+121
| +18% | +$7.71K | 0.01% | 362 |
|
|
2022
Q2 | $47K | Buy |
664
+1
| +0.2% | +$71 | 0.01% | 361 |
|
|
2022
Q1 | $48K | Buy |
663
+653
| +6,530% | +$47.3K | 0.01% | 374 |
|
|
2021
Q4 | $1K | Sell |
10
-613
| -98% | -$61.3K | ﹤0.01% | 767 |
|
|
2021
Q3 | $39K | Hold |
623
| – | – | 0.01% | 340 |
|
|
2021
Q2 | $41K | Hold |
623
| – | – | 0.01% | 328 |
|
|
2021
Q1 | $41K | Hold |
623
| – | – | 0.01% | 308 |
|
|
2020
Q4 | $42K | Hold |
623
| – | – | 0.01% | 298 |
|
|
2020
Q3 | $43K | Hold |
623
| – | – | 0.01% | 289 |
|
|
2020
Q2 | $39K | Hold |
623
| – | – | 0.01% | 290 |
|
|
2020
Q1 | $38K | Hold |
623
| – | – | 0.01% | 278 |
|
|
2019
Q4 | $40K | Hold |
623
| – | – | 0.01% | 271 |
|
|
2019
Q3 | $40K | Buy |
+623
| New | +$40K | 0.01% | 272 |
|