Castle Rock Wealth Management’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 | Hold |
4,930
| – | – | 0.08% | 184 |
|
|
2025
Q1 | $347K | Hold |
4,930
| – | – | 0.09% | 172 |
|
|
2024
Q4 | $338K | Hold |
4,930
| – | – | 0.08% | 179 |
|
|
2024
Q3 | $311K | Buy |
4,930
+10
| +0.2% | +$632 | 0.07% | 197 |
|
|
2024
Q2 | $258K | Buy |
4,920
+5
| +0.1% | +$262 | 0.06% | 212 |
|
|
2024
Q1 | $264K | Hold |
4,915
| – | – | 0.07% | 203 |
|
|
2023
Q4 | $312K | Hold |
4,915
| – | – | 0.09% | 175 |
|
|
2023
Q3 | $283K | Hold |
4,915
| – | – | 0.1% | 178 |
|
|
2023
Q2 | $314K | Hold |
4,915
| – | – | 0.11% | 165 |
|
|
2023
Q1 | $340K | Hold |
4,915
| – | – | 0.12% | 157 |
|
|
2022
Q4 | $338K | Hold |
4,915
| – | – | 0.15% | 156 |
|
|
2022
Q3 | $294K | Hold |
4,915
| – | – | 0.15% | 156 |
|
|
2022
Q2 | $342K | Hold |
4,915
| – | – | 0.17% | 150 |
|
|
2022
Q1 | $368K | Hold |
4,915
| – | – | 0.17% | 160 |
|
|
2021
Q4 | $335K | Hold |
4,915
| – | – | 0.14% | 179 |
|
|
2021
Q3 | $308K | Hold |
4,915
| – | – | 0.11% | 200 |
|
|
2021
Q2 | $338K | Hold |
4,915
| – | – | 0.12% | 189 |
|
|
2021
Q1 | $350K | Hold |
4,915
| – | – | 0.14% | 190 |
|
|
2020
Q4 | $318K | Buy |
+4,915
| New | +$318K | 0.13% | 194 |
|