Chilton Capital 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 | $136K | Hold |
2,000
| – | – | 0.01% | 253 |
|
|
2025
Q1 | $142K | Hold |
2,000
| – | – | 0.01% | 243 |
|
|
2024
Q4 | $135K | Hold |
2,000
| – | – | 0.01% | 249 |
|
|
2024
Q3 | $131K | Hold |
2,000
| – | – | 0.01% | 257 |
|
|
2024
Q2 | $107K | Hold |
2,000
| – | – | ﹤0.01% | 281 |
|
|
2024
Q1 | $108K | Sell |
2,000
-1,247
| -38% | -$67K | 0.01% | 279 |
|
|
2023
Q4 | $201K | Hold |
3,247
| – | – | 0.01% | 234 |
|
|
2023
Q3 | $186K | Hold |
3,247
| – | – | 0.01% | 219 |
|
|
2023
Q2 | $202K | Hold |
3,247
| – | – | 0.01% | 222 |
|
|
2023
Q1 | $219K | Sell |
3,247
-523
| -14% | -$35.3K | 0.01% | 212 |
|
|
2022
Q4 | $264K | Hold |
3,770
| – | – | 0.02% | 201 |
|
|
2022
Q3 | $241K | Hold |
3,770
| – | – | 0.02% | 196 |
|
|
2022
Q2 | $267K | Hold |
3,770
| – | – | 0.02% | 196 |
|
|
2022
Q1 | $272K | Buy |
3,770
+530
| +16% | +$38.2K | 0.01% | 197 |
|
|
2021
Q4 | $219K | Hold |
3,240
| – | – | 0.01% | 214 |
|
|
2021
Q3 | $202K | Hold |
3,240
| – | – | 0.01% | 202 |
|
|
2021
Q2 | $213K | Buy |
+3,240
| New | +$213K | 0.01% | 199 |
|