Capital Management Associates Inc’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 | $466K | Sell |
6,840
-6,762
| -50% | -$460K | 0.15% | 77 |
|
|
2025
Q1 | $963K | Buy |
13,602
+7,703
| +131% | +$545K | 0.22% | 57 |
|
|
2024
Q4 | $398K | Buy |
5,899
+55
| +0.9% | +$3.71K | 0.15% | 72 |
|
|
2024
Q3 | $382K | Buy |
+5,844
| New | +$382K | 0.16% | 73 |
|
|
2024
Q1 | – | Sell |
-4,697
| Closed | -$291K | – | 96 |
|
|
2023
Q4 | $291K | Buy |
+4,697
| New | +$291K | 0.17% | 64 |
|