CVA Family Office’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 | $28.1K | Sell |
413
-37
| -8% | -$2.52K | ﹤0.01% | 631 |
|
|
2025
Q1 | $31.9K | Sell |
450
-82
| -15% | -$5.81K | ﹤0.01% | 594 |
|
|
2024
Q4 | $35.9K | Buy |
532
+315
| +145% | +$21.3K | 0.01% | 579 |
|
|
2024
Q3 | $14.2K | Sell |
217
-354
| -62% | -$23.1K | ﹤0.01% | 705 |
|
|
2024
Q2 | $30.5K | Sell |
571
-2,280
| -80% | -$122K | 0.01% | 582 |
|
|
2024
Q1 | $153K | Buy |
2,851
+335
| +13% | +$18K | 0.03% | 287 |
|
|
2023
Q4 | $156K | Buy |
+2,516
| New | +$156K | 0.03% | 268 |
|
|
2023
Q3 | – | Sell |
-983
| Closed | -$61.1K | – | 969 |
|
|
2023
Q2 | $61.1K | Sell |
983
-137
| -12% | -$8.52K | 0.01% | 400 |
|
|
2023
Q1 | $75.5K | Buy |
1,120
+20
| +2% | +$1.35K | 0.02% | 354 |
|
|
2022
Q4 | $77.1K | Sell |
1,100
-275
| -20% | -$19.3K | 0.02% | 323 |
|
|
2022
Q3 | $88K | Sell |
1,375
-35
| -2% | -$2.24K | 0.02% | 262 |
|
|
2022
Q2 | $100K | Buy |
1,410
+315
| +29% | +$22.3K | 0.03% | 246 |
|
|
2022
Q1 | $79K | Buy |
1,095
+185
| +20% | +$13.3K | 0.02% | 303 |
|
|
2021
Q4 | $62K | Buy |
910
+85
| +10% | +$5.79K | 0.02% | 320 |
|
|
2021
Q3 | $57K | Sell |
825
-210
| -20% | -$14.5K | 0.04% | 167 |
|
|
2021
Q2 | $68K | Buy |
1,035
+125
| +14% | +$8.21K | 0.02% | 310 |
|
|
2021
Q1 | $61K | Buy |
910
+85
| +10% | +$5.7K | 0.02% | 251 |
|
|
2020
Q4 | $55K | Hold |
825
| – | – | 0.03% | 186 |
|
|
2020
Q3 | $57K | Buy |
+825
| New | +$57K | 0.04% | 167 |
|