Continuum Advisory’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,548
Closed -$110K 1600
2025
Q1
$110K Buy
1,548
+931
+151% +$63.4K 0.01% 505
2024
Q4
$41.6K Buy
617
+143
+30% +$9.59K 0.01% 695
2024
Q3
$32.6K Buy
474
+22
+5% +$1.3K ﹤0.01% 736
2024
Q2
$24.1K Buy
452
+395
+693% +$21.5K ﹤0.01% 760
2024
Q1
$3.12K Buy
+57
New +$3.25K ﹤0.01% 1177
2018
Q1
Sell
-5,589
Closed -$269K 187
2017
Q4
$269K Buy
5,589
+423
+8% +$21K 0.21% 122
2017
Q3
$244K Buy
+5,166
New +$248K 0.21% 126

Other funds holding XEL

Continuum Advisory's XEL Position: Q2 2025 in Review

Continuum Advisory sold out of Xcel Energy (XEL) in Q2 2025, closing a stake of 1,548 shares — an estimated $110K sold.

Continuum Advisory first reported a position in XEL in Q3 2017 and held it in 7 quarters. The position peaked at $269K in Q4 2017. 1,132 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

  • Continuum Advisory reported no remaining Xcel Energy position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 1,548 Xcel Energy shares in Q2 2025, an estimated $110K.
  • Continuum Advisory first reported a position in Xcel Energy in Q3 2017 and held it in 7 quarters.
  • Continuum Advisory's Xcel Energy position peaked at $269K in Q4 2017.
  • 1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.