CAGAS
Capital Advisory Group Advisory Services’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $723K | Buy |
10,610
+127
| +1% | +$8.65K | 0.26% | 85 |
|
|
2025
Q1 | $742K | Buy |
10,483
+406
| +4% | +$28.7K | 0.28% | 88 |
|
|
2024
Q4 | $680K | Buy |
10,077
+2,180
| +28% | +$147K | 0.24% | 90 |
|
|
2024
Q3 | $516K | Buy |
7,897
+29
| +0.4% | +$1.89K | 0.21% | 97 |
|
|
2024
Q2 | $420K | Sell |
7,868
-716
| -8% | -$38.2K | 0.18% | 106 |
|
|
2024
Q1 | $461K | Buy |
8,584
+4,991
| +139% | +$268K | 0.22% | 96 |
|
|
2023
Q4 | $222K | Sell |
3,593
-8,069
| -69% | -$500K | 0.12% | 129 |
|
|
2023
Q3 | $667K | Sell |
11,662
-483
| -4% | -$27.6K | 0.38% | 66 |
|
|
2023
Q2 | $755K | Buy |
12,145
+180
| +2% | +$11.2K | 0.54% | 48 |
|
|
2023
Q1 | $807K | Buy |
11,965
+198
| +2% | +$13.4K | 0.49% | 58 |
|
|
2022
Q4 | $825K | Buy |
11,767
+90
| +0.8% | +$6.31K | 0.56% | 50 |
|
|
2022
Q3 | $747K | Sell |
11,677
-1,073
| -8% | -$68.6K | 0.52% | 56 |
|
|
2022
Q2 | $937K | Sell |
12,750
-15
| -0.1% | -$1.1K | 0.56% | 53 |
|
|
2022
Q1 | $921K | Buy |
12,765
+265
| +2% | +$19.1K | 0.43% | 65 |
|
|
2021
Q4 | $846K | Buy |
12,500
+183
| +1% | +$12.4K | 0.37% | 75 |
|
|
2021
Q3 | $770K | Buy |
12,317
+2,901
| +31% | +$181K | 0.28% | 89 |
|
|
2021
Q2 | $620K | Buy |
9,416
+148
| +2% | +$9.75K | 0.23% | 98 |
|
|
2021
Q1 | $616K | Buy |
9,268
+1,163
| +14% | +$77.3K | 0.24% | 98 |
|
|
2020
Q4 | $540K | Buy |
8,105
+468
| +6% | +$31.2K | 0.23% | 92 |
|
|
2020
Q3 | $527K | Buy |
7,637
+253
| +3% | +$17.5K | 0.27% | 79 |
|
|
2020
Q2 | $462K | Buy |
7,384
+4,973
| +206% | +$311K | 0.26% | 79 |
|
|
2020
Q1 | $145K | Buy |
+2,411
| New | +$145K | 0.18% | 72 |
|
|
2019
Q4 | – | Sell |
-2,911
| Closed | -$188K | – | 428 |
|
|
2019
Q3 | $188K | Hold |
2,911
| – | – | 0.13% | 75 |
|
|
2019
Q2 | $173K | Hold |
2,911
| – | – | 0.12% | 83 |
|
|
2019
Q1 | $164K | Hold |
2,911
| – | – | 0.12% | 86 |
|
|
2018
Q4 | $143K | Hold |
2,911
| – | – | 0.11% | 87 |
|
|
2018
Q3 | $137K | Hold |
2,911
| – | – | 0.09% | 102 |
|
|
2018
Q2 | $134K | Hold |
2,911
| – | – | 0.1% | 90 |
|
|
2018
Q1 | $132K | Buy |
+2,911
| New | +$132K | 0.1% | 93 |
|