Cornerstone Planning Group’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 | $4.87K | Sell |
66
-4
| -6% | -$295 | ﹤0.01% | 730 |
|
|
2025
Q1 | $4.99K | Buy |
70
+24
| +52% | +$1.71K | ﹤0.01% | 737 |
|
|
2024
Q4 | $3.1K | Buy |
46
+5
| +12% | +$337 | ﹤0.01% | 681 |
|
|
2024
Q3 | $2.62K | Buy |
41
+10
| +32% | +$640 | ﹤0.01% | 714 |
|
|
2024
Q2 | $1.76K | Hold |
31
| – | – | ﹤0.01% | 807 |
|
|
2024
Q1 | $1.64K | Buy |
31
+16
| +107% | +$844 | ﹤0.01% | 696 |
|
|
2023
Q4 | $929 | Hold |
15
| – | – | ﹤0.01% | 723 |
|
|
2023
Q3 | $858 | Sell |
15
-51
| -77% | -$2.92K | ﹤0.01% | 821 |
|
|
2023
Q2 | $4.1K | Buy |
+66
| New | +$4.1K | ﹤0.01% | 961 |
|
|
2022
Q4 | $6.94K | Buy |
+102
| New | +$6.94K | ﹤0.01% | 752 |
|