CFS Investment Advisory Services’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 | $244K | Buy |
3,582
+413
| +13% | +$28.1K | 0.02% | 299 |
|
|
2025
Q1 | $224K | Buy |
3,169
+109
| +4% | +$7.71K | 0.02% | 293 |
|
|
2024
Q4 | $207K | Buy |
+3,060
| New | +$207K | 0.02% | 289 |
|
|
2022
Q4 | – | Sell |
-52,608
| Closed | -$1K | – | 277 |
|
|
2022
Q3 | $1K | Buy |
+52,608
| New | +$1K | ﹤0.01% | 222 |
|
|
2022
Q2 | – | Sell |
-47,199
| Closed | -$1K | – | 541 |
|
|
2022
Q1 | $1K | Buy |
+47,199
| New | +$1K | ﹤0.01% | 404 |
|