CAMV
Concord Asset Management (Virginia)’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Buy |
4,745
+1,544
| +48% | +$105K | 0.05% | 168 |
|
|
2025
Q1 | $229K | Hold |
3,201
| – | – | 0.05% | 122 |
|
|
2024
Q4 | $216K | Hold |
3,201
| – | – | 0.05% | 128 |
|
|
2024
Q3 | $209K | Buy |
+3,201
| New | +$209K | 0.05% | 125 |
|
|
2023
Q2 | – | Sell |
-3,051
| Closed | -$206K | – | 118 |
|
|
2023
Q1 | $206K | Hold |
3,051
| – | – | 0.08% | 105 |
|
|
2022
Q4 | $214K | Buy |
+3,051
| New | +$214K | 0.14% | 59 |
|