Choreo LLC’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 | $1.62M | Buy |
23,551
+893
| +4% | +$61.3K | 0.02% | 426 |
|
|
2025
Q1 | $1.62M | Sell |
22,658
-1,029
| -4% | -$73.4K | 0.03% | 392 |
|
|
2024
Q4 | $1.6M | Buy |
23,687
+1,258
| +6% | +$85K | 0.02% | 421 |
|
|
2024
Q3 | $1.47M | Sell |
22,429
-130
| -0.6% | -$8.49K | 0.02% | 444 |
|
|
2024
Q2 | $1.18M | Buy |
22,559
+17,512
| +347% | +$919K | 0.02% | 471 |
|
|
2024
Q1 | $271K | Buy |
5,047
+37
| +0.7% | +$1.99K | 0.01% | 560 |
|
|
2023
Q4 | $310K | Buy |
5,010
+459
| +10% | +$28.4K | 0.01% | 486 |
|
|
2023
Q3 | $260K | Buy |
4,551
+58
| +1% | +$3.32K | 0.01% | 396 |
|
|
2023
Q2 | $282K | Buy |
4,493
+49
| +1% | +$3.07K | 0.01% | 380 |
|
|
2023
Q1 | $300K | Sell |
4,444
-50
| -1% | -$3.37K | 0.01% | 386 |
|
|
2022
Q4 | $315K | Buy |
4,494
+670
| +18% | +$47K | 0.02% | 184 |
|
|
2022
Q3 | $245K | Sell |
3,824
-10,495
| -73% | -$672K | 0.01% | 182 |
|
|
2022
Q2 | $1.01M | Buy |
14,319
+1,989
| +16% | +$141K | 0.06% | 85 |
|
|
2022
Q1 | $890K | Buy |
+12,330
| New | +$890K | 0.05% | 106 |
|
|
2018
Q4 | – | Sell |
-13,518
| Closed | -$643K | – | 216 |
|
|
2018
Q3 | $643K | Hold |
13,518
| – | – | 0.08% | 110 |
|
|
2018
Q2 | $623K | Buy |
+13,518
| New | +$623K | 0.08% | 120 |
|