Covestor’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 | $27K | Sell |
399
-1,304
| -77% | -$88.2K | 0.02% | 1136 |
|
|
2025
Q1 | $121K | Sell |
1,703
-19
| -1% | -$1.35K | 0.08% | 371 |
|
|
2024
Q4 | $116K | Sell |
1,722
-1,100
| -39% | -$74.1K | 0.07% | 434 |
|
|
2024
Q3 | $184K | Buy |
2,822
+2,337
| +482% | +$152K | 0.12% | 212 |
|
|
2024
Q2 | $26K | Sell |
485
-831
| -63% | -$44.5K | 0.02% | 1109 |
|
|
2024
Q1 | $71K | Buy |
1,316
+1,007
| +326% | +$54.3K | 0.05% | 736 |
|
|
2023
Q4 | $19K | Sell |
309
-116
| -27% | -$7.13K | 0.01% | 1226 |
|
|
2023
Q3 | $25K | Sell |
425
-19
| -4% | -$1.12K | 0.02% | 1039 |
|
|
2023
Q2 | $28K | Sell |
444
-302
| -40% | -$19K | 0.02% | 1004 |
|
|
2023
Q1 | $50K | Sell |
746
-306
| -29% | -$20.5K | 0.04% | 712 |
|
|
2022
Q4 | $74K | Buy |
1,052
+737
| +234% | +$51.8K | 0.06% | 559 |
|
|
2022
Q3 | $20K | Sell |
315
-14
| -4% | -$889 | 0.02% | 997 |
|
|
2022
Q2 | $23K | Sell |
329
-24
| -7% | -$1.68K | 0.02% | 948 |
|
|
2022
Q1 | $26K | Sell |
353
-104
| -23% | -$7.66K | 0.02% | 987 |
|
|
2021
Q4 | $31K | Buy |
+457
| New | +$31K | 0.04% | 749 |
|