Capital Analysts LLC’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 | $20K | Sell |
297
-131
| -31% | -$8.82K | ﹤0.01% | 1024 |
|
|
2025
Q1 | $30K | Buy |
428
+131
| +44% | +$9.18K | ﹤0.01% | 906 |
|
|
2024
Q4 | $20K | Hold |
297
| – | – | ﹤0.01% | 946 |
|
|
2024
Q3 | $19K | Sell |
297
-169
| -36% | -$10.8K | ﹤0.01% | 921 |
|
|
2024
Q2 | $25K | Buy |
466
+82
| +21% | +$4.4K | ﹤0.01% | 824 |
|
|
2024
Q1 | $21K | Sell |
384
-49
| -11% | -$2.68K | ﹤0.01% | 815 |
|
|
2023
Q4 | $26K | Buy |
433
+323
| +294% | +$19.4K | ﹤0.01% | 774 |
|
|
2023
Q3 | $6K | Buy |
+110
| New | +$6K | ﹤0.01% | 963 |
|
|
2020
Q2 | – | Sell |
-800
| Closed | -$48K | – | 729 |
|
|
2020
Q1 | $48K | Hold |
800
| – | – | 0.01% | 343 |
|
|
2019
Q4 | $51K | Hold |
800
| – | – | 0.01% | 396 |
|
|
2019
Q3 | $51K | Hold |
800
| – | – | 0.01% | 380 |
|
|
2019
Q2 | $48K | Hold |
800
| – | – | 0.01% | 375 |
|
|
2019
Q1 | $44K | Sell |
800
-200
| -20% | -$11K | 0.01% | 365 |
|
|
2018
Q4 | $49K | Hold |
1,000
| – | – | 0.01% | 324 |
|
|
2018
Q3 | $47K | Hold |
1,000
| – | – | 0.01% | 329 |
|
|
2018
Q2 | $46K | Buy |
+1,000
| New | +$46K | 0.01% | 338 |
|