Costello Asset 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 | $125K | Buy |
1,841
+1
| +0.1% | +$68 | 0.05% | 137 |
|
|
2025
Q1 | $130K | Buy |
+1,840
| New | +$130K | 0.05% | 132 |
|
|
2023
Q2 | – | Sell |
-17,318
| Closed | -$1.17M | – | 216 |
|
|
2023
Q1 | $1.17M | Sell |
17,318
-1,399
| -7% | -$94.3K | 1.2% | 24 |
|
|
2022
Q4 | $1.31M | Sell |
18,717
-192
| -1% | -$13.5K | 1.18% | 23 |
|
|
2022
Q3 | $1.21M | Sell |
18,909
-2,145
| -10% | -$137K | 1.14% | 30 |
|
|
2022
Q2 | $1.49M | Sell |
21,054
-256
| -1% | -$18.1K | 1.29% | 28 |
|
|
2022
Q1 | $1.54M | Sell |
21,310
-1,305
| -6% | -$94.2K | 1.06% | 32 |
|
|
2021
Q4 | $1.53M | Buy |
22,615
+19,815
| +708% | +$1.34M | 0.94% | 31 |
|
|
2021
Q3 | $175K | Buy |
2,800
+1,425
| +104% | +$89.1K | 0.11% | 66 |
|
|
2021
Q2 | $91K | Hold |
1,375
| – | – | 0.06% | 84 |
|
|
2021
Q1 | $91K | Hold |
1,375
| – | – | 0.06% | 84 |
|
|
2020
Q4 | $92K | Hold |
1,375
| – | – | 0.07% | 78 |
|
|
2020
Q3 | $95K | Hold |
1,375
| – | – | 0.08% | 67 |
|
|
2020
Q2 | $86K | Buy |
+1,375
| New | +$86K | 0.08% | 65 |
|