Clarius Group 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 | $252K | Buy |
3,701
+1
| +0% | +$68 | 0.01% | 403 |
|
|
2025
Q1 | $262K | Sell |
3,700
-40
| -1% | -$2.83K | 0.02% | 386 |
|
|
2024
Q4 | $253K | Sell |
3,740
-248
| -6% | -$16.7K | 0.02% | 361 |
|
|
2024
Q3 | $260K | Buy |
3,988
+15
| +0.4% | +$977 | 0.02% | 352 |
|
|
2024
Q2 | $212K | Buy |
+3,973
| New | +$212K | 0.02% | 406 |
|
|
2024
Q1 | – | Sell |
-5,542
| Closed | -$343K | – | 501 |
|
|
2023
Q4 | $343K | Buy |
5,542
+912
| +20% | +$56.5K | 0.03% | 321 |
|
|
2023
Q3 | $265K | Sell |
4,630
-2,236
| -33% | -$128K | 0.03% | 372 |
|
|
2023
Q2 | $427K | Buy |
6,866
+395
| +6% | +$24.6K | 0.03% | 299 |
|
|
2023
Q1 | $436K | Sell |
6,471
-74
| -1% | -$4.99K | 0.04% | 287 |
|
|
2022
Q4 | $459K | Buy |
6,545
+208
| +3% | +$14.6K | 0.04% | 268 |
|
|
2022
Q3 | $406K | Buy |
6,337
+475
| +8% | +$30.4K | 0.04% | 264 |
|
|
2022
Q2 | $415K | Buy |
5,862
+245
| +4% | +$17.3K | 0.04% | 251 |
|
|
2022
Q1 | $380K | Hold |
5,617
| – | – | 0.03% | 304 |
|
|
2021
Q4 | $380K | Buy |
5,617
+500
| +10% | +$33.8K | 0.03% | 304 |
|
|
2021
Q3 | $320K | Sell |
5,117
-72
| -1% | -$4.5K | 0.03% | 306 |
|
|
2021
Q2 | $342K | Buy |
5,189
+180
| +4% | +$11.9K | 0.03% | 286 |
|
|
2021
Q1 | $333K | Sell |
5,009
-816
| -14% | -$54.2K | 0.03% | 271 |
|
|
2020
Q4 | $388K | Buy |
5,825
+778
| +15% | +$51.8K | 0.04% | 212 |
|
|
2020
Q3 | $348K | Buy |
5,047
+639
| +14% | +$44.1K | 0.04% | 192 |
|
|
2020
Q2 | $276K | Buy |
4,408
+295
| +7% | +$18.5K | 0.04% | 222 |
|
|
2020
Q1 | $248K | Buy |
4,113
+428
| +12% | +$25.8K | 0.05% | 214 |
|
|
2019
Q4 | $238K | Sell |
3,685
-2
| -0.1% | -$129 | 0.04% | 249 |
|
|
2019
Q3 | $239K | Sell |
3,687
-287
| -7% | -$18.6K | 0.04% | 239 |
|
|
2019
Q2 | $236K | Buy |
+3,974
| New | +$236K | 0.05% | 215 |
|