Curi RMB Capital’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 | $328K | Buy |
+4,771
| New | +$328K | 0.01% | 573 |
|
|
2025
Q1 | – | Sell |
-4,542
| Closed | -$307K | – | 563 |
|
|
2024
Q4 | $307K | Sell |
4,542
-676
| -13% | -$45.6K | 0.01% | 460 |
|
|
2024
Q3 | $341K | Buy |
5,218
+676
| +15% | +$44.1K | 0.01% | 468 |
|
|
2024
Q2 | $243K | Sell |
4,542
-23
| -0.5% | -$1.23K | 0.01% | 499 |
|
|
2024
Q1 | $246K | Sell |
4,565
-475
| -9% | -$25.5K | 0.01% | 520 |
|
|
2023
Q4 | $312K | Sell |
5,040
-3,046
| -38% | -$189K | 0.01% | 440 |
|
|
2023
Q3 | $463K | Buy |
+8,086
| New | +$463K | 0.02% | 380 |
|
|
2022
Q3 | – | Sell |
-3,159
| Closed | -$224K | – | 491 |
|
|
2022
Q2 | $224K | Buy |
+3,159
| New | +$224K | 0.01% | 445 |
|