CreativeOne Wealth’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 | $535K | Buy |
7,849
+375
| +5% | +$25.5K | 0.01% | 712 |
|
|
2025
Q1 | $529K | Buy |
7,474
+829
| +12% | +$58.7K | 0.02% | 670 |
|
|
2024
Q4 | $449K | Buy |
+6,645
| New | +$449K | 0.01% | 729 |
|
|
2023
Q3 | – | Sell |
-3,671
| Closed | -$228K | – | 841 |
|
|
2023
Q2 | $228K | Sell |
3,671
-1,968
| -35% | -$122K | 0.01% | 738 |
|
|
2023
Q1 | $380K | Sell |
5,639
-1,717
| -23% | -$116K | 0.02% | 545 |
|
|
2022
Q4 | $516K | Buy |
7,356
+138
| +2% | +$9.68K | 0.03% | 423 |
|
|
2022
Q3 | $462K | Buy |
7,218
+109
| +2% | +$6.98K | 0.03% | 430 |
|
|
2022
Q2 | $503K | Sell |
7,109
-221
| -3% | -$15.6K | 0.03% | 416 |
|
|
2022
Q1 | $529K | Sell |
7,330
-10
| -0.1% | -$722 | 0.03% | 415 |
|
|
2021
Q4 | $497K | Sell |
7,340
-899
| -11% | -$60.9K | 0.02% | 457 |
|
|
2021
Q3 | $515K | Buy |
8,239
+2,109
| +34% | +$132K | 0.03% | 397 |
|
|
2021
Q2 | $404K | Buy |
6,130
+196
| +3% | +$12.9K | 0.02% | 445 |
|
|
2021
Q1 | $395K | Buy |
5,934
+1,547
| +35% | +$103K | 0.03% | 389 |
|
|
2020
Q4 | $292K | Buy |
+4,387
| New | +$292K | 0.02% | 379 |
|