Caprock Group’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $844K | Buy |
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|
2024
Q4 | $594K | Buy |
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|
2024
Q3 | $487K | Buy |
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|
2024
Q2 | $381K | Buy |
|
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|
2024
Q1 | $302K | Sell |
|
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|
2023
Q4 | $469K | Buy |
|
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|
2023
Q3 | $305K | Buy |
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|
2023
Q2 | $316K | Buy |
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|
2023
Q1 | $333K | Buy |
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|
2022
Q4 | $304K | Buy |
|
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $202K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $203K | Sell |
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|
2017
Q4 | $237K | Buy |
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|
2017
Q3 | $237K | Buy |
|