Carolinas Wealth Consulting’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 | – | Sell |
-112
| Closed | -$7.93K | – | 975 |
|
|
2025
Q1 | $7.93K | Sell |
112
-34
| -23% | -$2.41K | ﹤0.01% | 550 |
|
|
2024
Q4 | $9.8K | Buy |
146
+39
| +36% | +$2.62K | ﹤0.01% | 549 |
|
|
2024
Q3 | $7.01K | Buy |
107
+5
| +5% | +$328 | ﹤0.01% | 613 |
|
|
2024
Q2 | $5.42K | Buy |
102
+41
| +67% | +$2.18K | ﹤0.01% | 641 |
|
|
2024
Q1 | $3.33K | Sell |
61
-28
| -31% | -$1.53K | ﹤0.01% | 707 |
|
|
2023
Q4 | $5.56K | Sell |
89
-13
| -13% | -$812 | ﹤0.01% | 606 |
|
|
2023
Q3 | $6.06K | Sell |
102
-40
| -28% | -$2.38K | ﹤0.01% | 584 |
|
|
2023
Q2 | $8.91K | Buy |
142
+2
| +1% | +$125 | ﹤0.01% | 608 |
|
|
2023
Q1 | $9.51K | Buy |
140
+24
| +21% | +$1.63K | ﹤0.01% | 613 |
|
|
2022
Q4 | $8.19K | Buy |
116
+60
| +107% | +$4.24K | ﹤0.01% | 642 |
|
|
2022
Q3 | $4K | Hold |
56
| – | – | ﹤0.01% | 696 |
|
|
2022
Q2 | $4K | Sell |
56
-62
| -53% | -$4.43K | ﹤0.01% | 699 |
|
|
2022
Q1 | $9K | Buy |
118
+1
| +0.9% | +$76 | ﹤0.01% | 626 |
|
|
2021
Q4 | $8K | Sell |
117
-1
| -0.8% | -$68 | ﹤0.01% | 653 |
|
|
2021
Q3 | $7K | Buy |
118
+1
| +0.9% | +$59 | ﹤0.01% | 640 |
|
|
2021
Q2 | $8K | Buy |
117
+1
| +0.9% | +$68 | ﹤0.01% | 639 |
|
|
2021
Q1 | $8K | Hold |
116
| – | – | ﹤0.01% | 649 |
|
|
2020
Q4 | $8K | Hold |
116
| – | – | ﹤0.01% | 604 |
|
|
2020
Q3 | $8K | Buy |
116
+24
| +26% | +$1.66K | ﹤0.01% | 517 |
|
|
2020
Q2 | $6K | Buy |
+92
| New | +$6K | ﹤0.01% | 386 |
|