Capital Investment Advisors’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 | $354K | Buy |
5,204
+508
| +11% | +$34.6K | 0.01% | 520 |
|
|
2025
Q1 | $332K | Buy |
4,696
+445
| +10% | +$31.5K | 0.01% | 521 |
|
|
2024
Q4 | $287K | Sell |
4,251
-693
| -14% | -$46.8K | 0.01% | 530 |
|
|
2024
Q3 | $323K | Sell |
4,944
-237
| -5% | -$15.5K | 0.01% | 487 |
|
|
2024
Q2 | $277K | Sell |
5,181
-1,269
| -20% | -$67.8K | 0.01% | 499 |
|
|
2024
Q1 | $347K | Buy |
6,450
+919
| +17% | +$49.4K | 0.01% | 455 |
|
|
2023
Q4 | $342K | Sell |
5,531
-89
| -2% | -$5.51K | 0.01% | 444 |
|
|
2023
Q3 | $322K | Buy |
5,620
+246
| +5% | +$14.1K | 0.01% | 435 |
|
|
2023
Q2 | $334K | Buy |
5,374
+13
| +0.2% | +$808 | 0.01% | 408 |
|
|
2023
Q1 | $362K | Buy |
5,361
+12
| +0.2% | +$809 | 0.01% | 405 |
|
|
2022
Q4 | $375K | Buy |
5,349
+615
| +13% | +$43.1K | 0.01% | 400 |
|
|
2022
Q3 | $303K | Buy |
4,734
+8
| +0.2% | +$512 | 0.01% | 414 |
|
|
2022
Q2 | $334K | Buy |
4,726
+15
| +0.3% | +$1.06K | 0.01% | 404 |
|
|
2022
Q1 | $340K | Buy |
4,711
+266
| +6% | +$19.2K | 0.01% | 432 |
|
|
2021
Q4 | $301K | Buy |
4,445
+12
| +0.3% | +$813 | 0.01% | 460 |
|
|
2021
Q3 | $277K | Buy |
4,433
+1,333
| +43% | +$83.3K | 0.01% | 468 |
|
|
2021
Q2 | $204K | Buy |
3,100
+2
| +0.1% | +$132 | 0.01% | 537 |
|
|
2021
Q1 | $206K | Buy |
+3,098
| New | +$206K | 0.01% | 512 |
|
|
2019
Q3 | – | Sell |
-4,026
| Closed | -$239K | – | 535 |
|
|
2019
Q2 | $239K | Buy |
4,026
+17
| +0.4% | +$1.01K | 0.01% | 430 |
|
|
2019
Q1 | $225K | Buy |
+4,009
| New | +$225K | 0.01% | 433 |
|