CRA Financial Services’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 | – | Sell |
-3,177
| Closed | -$225K | – | 284 |
|
|
2025
Q1 | $225K | Hold |
3,177
| – | – | 0.04% | 245 |
|
|
2024
Q4 | $215K | Hold |
3,177
| – | – | 0.04% | 252 |
|
|
2024
Q3 | $207K | Buy |
+3,177
| New | +$207K | 0.04% | 257 |
|
|
2023
Q4 | – | Sell |
-4,145
| Closed | -$237K | – | 224 |
|
|
2023
Q3 | $237K | Buy |
4,145
+161
| +4% | +$9.21K | 0.07% | 185 |
|
|
2023
Q2 | $248K | Hold |
3,984
| – | – | 0.07% | 175 |
|
|
2023
Q1 | $269K | Hold |
3,984
| – | – | 0.08% | 157 |
|
|
2022
Q4 | $279K | Hold |
3,984
| – | – | 0.09% | 152 |
|
|
2022
Q3 | $255K | Hold |
3,984
| – | – | 0.09% | 155 |
|
|
2022
Q2 | $282K | Hold |
3,984
| – | – | 0.1% | 155 |
|
|
2022
Q1 | $288K | Hold |
3,984
| – | – | 0.09% | 155 |
|
|
2021
Q4 | $270K | Hold |
3,984
| – | – | 0.08% | 174 |
|
|
2021
Q3 | $249K | Hold |
3,984
| – | – | 0.08% | 170 |
|
|
2021
Q2 | $262K | Hold |
3,984
| – | – | 0.09% | 157 |
|
|
2021
Q1 | $265K | Hold |
3,984
| – | – | 0.1% | 142 |
|
|
2020
Q4 | $266K | Hold |
3,984
| – | – | 0.11% | 126 |
|
|
2020
Q3 | $275K | Hold |
3,984
| – | – | 0.13% | 113 |
|
|
2020
Q2 | $249K | Hold |
3,984
| – | – | 0.13% | 116 |
|
|
2020
Q1 | $240K | Buy |
+3,984
| New | +$240K | 0.15% | 111 |
|