Corient Private Wealth’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 | $17M | Buy |
249,392
+119,388
| +92% | +$8.14M | 0.02% | 454 |
|
|
2025
Q1 | $9.2M | Sell |
130,004
-4,124
| -3% | -$292K | 0.02% | 534 |
|
|
2024
Q4 | $9.06M | Sell |
134,128
-22,543
| -14% | -$1.52M | 0.02% | 536 |
|
|
2024
Q3 | $10.2M | Buy |
156,671
+21,405
| +16% | +$1.4M | 0.02% | 540 |
|
|
2024
Q2 | $7.22M | Sell |
135,266
-18,628
| -12% | -$995K | 0.01% | 604 |
|
|
2024
Q1 | $8.27M | Sell |
153,894
-532,273
| -78% | -$28.6M | 0.01% | 574 |
|
|
2023
Q4 | $42.5M | Buy |
686,167
+356,505
| +108% | +$22.1M | 0.08% | 245 |
|
|
2023
Q3 | $18.9M | Buy |
329,662
+7,767
| +2% | +$445K | 0.04% | 356 |
|
|
2023
Q2 | $20M | Buy |
321,895
+2,594
| +0.8% | +$161K | 0.05% | 337 |
|
|
2023
Q1 | $21.5M | Buy |
319,301
+3,269
| +1% | +$220K | 0.06% | 292 |
|
|
2022
Q4 | $22.2M | Buy |
+316,032
| New | +$22.2M | 0.08% | 250 |
|