CoreCap Advisors’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.1K | Sell |
794
-64
| -7% | -$4.36K | ﹤0.01% | 1207 |
|
|
2025
Q1 | $60.7K | Sell |
858
-39
| -4% | -$2.76K | ﹤0.01% | 1095 |
|
|
2024
Q4 | $60.6K | Buy |
897
+52
| +6% | +$3.51K | ﹤0.01% | 1109 |
|
|
2024
Q3 | $55.2K | Buy |
845
+48
| +6% | +$3.13K | ﹤0.01% | 1145 |
|
|
2024
Q2 | $42.6K | Sell |
797
-49
| -6% | -$2.62K | ﹤0.01% | 702 |
|
|
2024
Q1 | $45.5K | Buy |
+846
| New | +$45.5K | ﹤0.01% | 1157 |
|
|
2022
Q4 | $471K | Buy |
6,715
+686
| +11% | +$48.1K | 0.03% | 368 |
|
|
2022
Q3 | $386K | Sell |
6,029
-459
| -7% | -$29.4K | 0.03% | 364 |
|
|
2022
Q2 | $459K | Buy |
+6,488
| New | +$459K | 0.04% | 340 |
|
|
2022
Q1 | – | Sell |
-1,316
| Closed | -$89K | – | 2127 |
|
|
2021
Q4 | $89K | Buy |
+1,316
| New | +$89K | 0.01% | 796 |
|