Citizens Financial Group’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 | $482K | Buy |
7,084
+2,122
| +43% | +$145K | 0.01% | 481 |
|
|
2025
Q1 | $351K | Buy |
4,962
+1,811
| +57% | +$128K | 0.01% | 473 |
|
|
2024
Q4 | $213K | Buy |
+3,151
| New | +$213K | ﹤0.01% | 544 |
|
|
2020
Q3 | – | Sell |
-305
| Closed | -$19K | – | 957 |
|
|
2020
Q2 | $19K | Buy |
305
+2
| +0.7% | +$125 | ﹤0.01% | 637 |
|
|
2020
Q1 | $18K | Sell |
303
-71
| -19% | -$4.22K | ﹤0.01% | 624 |
|
|
2019
Q4 | $24K | Buy |
374
+260
| +228% | +$16.7K | ﹤0.01% | 583 |
|
|
2019
Q3 | $7K | Buy |
114
+4
| +4% | +$246 | ﹤0.01% | 633 |
|
|
2019
Q2 | $7K | Hold |
110
| – | – | ﹤0.01% | 626 |
|
|
2019
Q1 | $6K | Buy |
+110
| New | +$6K | ﹤0.01% | 589 |
|
|
2018
Q3 | – | Sell |
-85
| Closed | -$4K | – | 589 |
|
|
2018
Q2 | $4K | Buy |
+85
| New | +$4K | ﹤0.01% | 463 |
|
|
2017
Q3 | – | Sell |
-3,100
| Closed | -$142K | – | 537 |
|
|
2017
Q2 | $142K | Hold |
3,100
| – | – | 0.01% | 257 |
|
|
2017
Q1 | $138K | Hold |
3,100
| – | – | 0.01% | 259 |
|
|
2016
Q4 | $126K | Hold |
3,100
| – | – | 0.01% | 263 |
|
|
2016
Q3 | $128K | Hold |
3,100
| – | – | 0.01% | 269 |
|
|
2016
Q2 | $139K | Hold |
3,100
| – | – | 0.01% | 262 |
|
|
2016
Q1 | $130K | Sell |
3,100
-35
| -1% | -$1.47K | 0.01% | 263 |
|
|
2015
Q4 | $112K | Buy |
+3,135
| New | +$112K | 0.01% | 288 |
|