Csenge Advisory Group’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 | $595K | Buy |
8,484
+1,770
| +26% | +$124K | 0.03% | 385 |
|
|
2025
Q1 | $471K | Buy |
6,714
+332
| +5% | +$23.3K | 0.03% | 408 |
|
|
2024
Q4 | $431K | Buy |
6,382
+539
| +9% | +$36.4K | 0.02% | 464 |
|
|
2024
Q3 | $364K | Buy |
5,843
+4
| +0.1% | +$249 | 0.02% | 507 |
|
|
2024
Q2 | $312K | Buy |
5,839
+1,410
| +32% | +$75.3K | 0.02% | 517 |
|
|
2024
Q1 | $238K | Sell |
4,429
-94
| -2% | -$5.05K | 0.01% | 619 |
|
|
2023
Q4 | $280K | Sell |
4,523
-1,509
| -25% | -$93.4K | 0.02% | 540 |
|
|
2023
Q3 | $345K | Sell |
6,032
-592
| -9% | -$33.9K | 0.02% | 456 |
|
|
2023
Q2 | $412K | Sell |
6,624
-115
| -2% | -$7.15K | 0.03% | 419 |
|
|
2023
Q1 | $454K | Buy |
6,739
+1,977
| +42% | +$133K | 0.03% | 375 |
|
|
2022
Q4 | $334K | Buy |
4,762
+174
| +4% | +$12.2K | 0.03% | 438 |
|
|
2022
Q3 | $294K | Buy |
4,588
+90
| +2% | +$5.77K | 0.02% | 472 |
|
|
2022
Q2 | $318K | Sell |
4,498
-157
| -3% | -$11.1K | 0.03% | 436 |
|
|
2022
Q1 | $336K | Sell |
4,655
-188
| -4% | -$13.6K | 0.03% | 467 |
|
|
2021
Q4 | $325K | Sell |
4,843
-6
| -0.1% | -$403 | 0.03% | 437 |
|
|
2021
Q3 | $303K | Buy |
4,849
+6
| +0.1% | +$375 | 0.03% | 467 |
|
|
2021
Q2 | $325K | Buy |
+4,843
| New | +$325K | 0.03% | 438 |
|
|
2021
Q1 | – | Sell |
-13,384
| Closed | -$892K | – | 528 |
|
|
2020
Q4 | $892K | Sell |
13,384
-943
| -7% | -$62.8K | 0.11% | 143 |
|
|
2020
Q3 | $1.04M | Buy |
14,327
+6,780
| +90% | +$491K | 0.14% | 119 |
|
|
2020
Q2 | $472K | Buy |
7,547
+2,259
| +43% | +$141K | 0.07% | 209 |
|
|
2020
Q1 | $319K | Buy |
5,288
+864
| +20% | +$52.1K | 0.08% | 203 |
|
|
2019
Q4 | $281K | Buy |
4,424
+157
| +4% | +$9.97K | 0.07% | 230 |
|
|
2019
Q3 | $277K | Buy |
+4,267
| New | +$277K | 0.08% | 216 |
|
|
2018
Q4 | – | Sell |
-1,434
| Closed | -$73K | – | 1523 |
|
|
2018
Q3 | $73K | Sell |
1,434
-5,402
| -79% | -$275K | 0.03% | 260 |
|
|
2018
Q2 | $306K | Sell |
6,836
-374
| -5% | -$16.7K | 0.11% | 177 |
|
|
2018
Q1 | $328K | Buy |
7,210
+2,230
| +45% | +$101K | 0.11% | 182 |
|
|
2017
Q4 | $240K | Buy |
4,980
+300
| +6% | +$14.5K | 0.09% | 211 |
|
|
2017
Q3 | $221K | Buy |
+4,680
| New | +$221K | 0.09% | 220 |
|