Catalyst Capital Advisors’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 | $148K | Buy |
2,169
+145
| +7% | +$9.88K | ﹤0.01% | 275 |
|
|
2025
Q1 | $143K | Sell |
2,024
-223
| -10% | -$15.8K | ﹤0.01% | 264 |
|
|
2024
Q4 | $152K | Buy |
2,247
+1,412
| +169% | +$95.3K | ﹤0.01% | 255 |
|
|
2024
Q3 | $54.5K | Buy |
835
+297
| +55% | +$19.4K | ﹤0.01% | 326 |
|
|
2024
Q2 | $28.7K | Buy |
538
+13
| +2% | +$694 | ﹤0.01% | 288 |
|
|
2024
Q1 | $28.2K | Buy |
525
+7
| +1% | +$376 | ﹤0.01% | 290 |
|
|
2023
Q4 | $32.1K | Buy |
518
+111
| +27% | +$6.87K | ﹤0.01% | 259 |
|
|
2023
Q3 | $23.3K | Buy |
407
+104
| +34% | +$5.95K | ﹤0.01% | 312 |
|
|
2023
Q2 | $18.8K | Sell |
303
-25
| -8% | -$1.55K | ﹤0.01% | 315 |
|
|
2023
Q1 | $22.1K | Sell |
328
-99
| -23% | -$6.68K | ﹤0.01% | 292 |
|
|
2022
Q4 | $29.9K | Sell |
427
-9
| -2% | -$631 | ﹤0.01% | 278 |
|
|
2022
Q3 | $28K | Buy |
436
+1
| +0.2% | +$64 | ﹤0.01% | 294 |
|
|
2022
Q2 | $31K | Buy |
435
+63
| +17% | +$4.49K | ﹤0.01% | 300 |
|
|
2022
Q1 | $27K | Buy |
372
+74
| +25% | +$5.37K | ﹤0.01% | 361 |
|
|
2021
Q4 | $20K | Sell |
298
-25
| -8% | -$1.68K | ﹤0.01% | 362 |
|
|
2021
Q3 | $20K | Sell |
323
-7
| -2% | -$433 | ﹤0.01% | 344 |
|
|
2021
Q2 | $22K | Buy |
330
+11
| +3% | +$733 | ﹤0.01% | 358 |
|
|
2021
Q1 | $21K | Sell |
319
-51
| -14% | -$3.36K | ﹤0.01% | 321 |
|
|
2020
Q4 | $25K | Buy |
+370
| New | +$25K | ﹤0.01% | 301 |
|
|
2013
Q3 | – | Sell |
-11,687
| Closed | -$331K | – | 312 |
|
|
2013
Q2 | $331K | Buy |
+11,687
| New | +$331K | 0.26% | 149 |
|