Claro Advisors’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 | $309K | Sell |
4,530
-788
| -15% | -$53.7K | 0.05% | 287 |
|
|
2025
Q1 | $376K | Buy |
5,318
+95
| +2% | +$6.73K | 0.05% | 333 |
|
|
2024
Q4 | $353K | Sell |
5,223
-28,141
| -84% | -$1.9M | 0.05% | 316 |
|
|
2024
Q3 | $2.18M | Buy |
33,364
+6,263
| +23% | +$409K | 0.28% | 68 |
|
|
2024
Q2 | $1.45M | Buy |
27,101
+163
| +0.6% | +$8.71K | 0.23% | 90 |
|
|
2024
Q1 | $1.45M | Sell |
26,938
-1,737
| -6% | -$93.4K | 0.25% | 84 |
|
|
2023
Q4 | $1.78M | Buy |
28,675
+108
| +0.4% | +$6.69K | 0.38% | 48 |
|
|
2023
Q3 | $1.63M | Buy |
28,567
+768
| +3% | +$43.9K | 0.41% | 51 |
|
|
2023
Q2 | $1.73M | Sell |
27,799
-1,907
| -6% | -$119K | 0.43% | 45 |
|
|
2023
Q1 | $2M | Sell |
29,706
-315
| -1% | -$21.2K | 0.59% | 36 |
|
|
2022
Q4 | $2.1M | Buy |
+30,021
| New | +$2.1M | 0.69% | 32 |
|
|
2020
Q1 | – | Sell |
-4,565
| Closed | -$290K | – | 193 |
|
|
2019
Q4 | $290K | Hold |
4,565
| – | – | 0.22% | 121 |
|
|
2019
Q3 | $296K | Buy |
4,565
+50
| +1% | +$3.24K | 0.26% | 121 |
|
|
2019
Q2 | $269K | Sell |
4,515
-467
| -9% | -$27.8K | 0.25% | 123 |
|
|
2019
Q1 | $280K | Buy |
4,982
+4,924
| +8,490% | +$277K | 0.28% | 115 |
|
|
2018
Q4 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 871 |
|