Cary Street Partners Investment Advisory’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 | $57.9K | Sell |
850
-11
| -1% | -$749 | 0.03% | 383 |
|
|
2025
Q1 | $61K | Buy |
861
+232
| +37% | +$16.4K | 0.04% | 347 |
|
|
2024
Q4 | $42.5K | Sell |
629
-2,619
| -81% | -$177K | 0.03% | 334 |
|
|
2024
Q3 | $212K | Buy |
+3,248
| New | +$212K | 0.01% | 717 |
|
|
2024
Q1 | – | Sell |
-3,777
| Closed | -$234K | – | 724 |
|
|
2023
Q4 | $234K | Buy |
3,777
+692
| +22% | +$42.8K | 0.01% | 579 |
|
|
2023
Q3 | $177K | Buy |
3,085
+30
| +1% | +$1.72K | 0.01% | 585 |
|
|
2023
Q2 | $190K | Sell |
3,055
-7
| -0.2% | -$435 | 0.01% | 523 |
|
|
2023
Q1 | $207K | Sell |
3,062
-575
| -16% | -$38.8K | 0.01% | 463 |
|
|
2022
Q4 | $255K | Buy |
3,637
+128
| +4% | +$8.98K | 0.02% | 429 |
|
|
2022
Q3 | $225K | Buy |
3,509
+385
| +12% | +$24.7K | 0.02% | 426 |
|
|
2022
Q2 | $221K | Buy |
+3,124
| New | +$221K | 0.02% | 405 |
|
|
2021
Q1 | – | Sell |
-3,911
| Closed | -$261K | – | 418 |
|
|
2020
Q4 | $261K | Buy |
3,911
+1,269
| +48% | +$84.7K | 0.05% | 274 |
|
|
2020
Q3 | $182K | Buy |
+2,642
| New | +$182K | 0.04% | 274 |
|