Creative Capital Management Investments’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 | $142K | Hold |
2,089
| – | – | 0.05% | 67 |
|
|
2025
Q1 | $148K | Hold |
2,089
| – | – | 0.06% | 63 |
|
|
2024
Q4 | $141K | Hold |
2,089
| – | – | 0.06% | 66 |
|
|
2024
Q3 | $136K | Sell |
2,089
-200
| -9% | -$13.1K | 0.06% | 59 |
|
|
2024
Q2 | $122K | Buy |
+2,289
| New | +$122K | 0.06% | 56 |
|
|
2023
Q1 | – | Sell |
-16
| Closed | -$1K | – | 294 |
|
|
2022
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 209 |
|