Congress Wealth Management’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 | $1.47M | Buy |
21,620
+686
| +3% | +$46.7K | 0.01% | 614 |
|
|
2025
Q1 | $1.48M | Buy |
20,934
+1,291
| +7% | +$91.3K | 0.02% | 554 |
|
|
2024
Q4 | $1.33M | Buy |
19,643
+2,346
| +14% | +$158K | 0.02% | 474 |
|
|
2024
Q3 | $1.13M | Buy |
17,297
+12,825
| +287% | +$837K | 0.02% | 499 |
|
|
2024
Q2 | $239K | Buy |
4,472
+455
| +11% | +$24.3K | ﹤0.01% | 660 |
|
|
2024
Q1 | $216K | Buy |
+4,017
| New | +$216K | ﹤0.01% | 565 |
|