D.J. St. Germain’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 | $204K | Buy |
2,993
+1,513
| +102% | +$103K | 0.01% | 295 |
|
|
2025
Q1 | $105K | Sell |
1,480
-1,547
| -51% | -$110K | ﹤0.01% | 324 |
|
|
2024
Q4 | $204K | Buy |
3,027
+874
| +41% | +$59K | 0.01% | 285 |
|
|
2024
Q3 | $141K | Buy |
2,153
+8
| +0.4% | +$522 | 0.01% | 301 |
|
|
2024
Q2 | $115K | Buy |
2,145
+94
| +5% | +$5.02K | 0.01% | 307 |
|
|
2024
Q1 | $110K | Hold |
2,051
| – | – | 0.01% | 317 |
|
|
2023
Q4 | $127K | Hold |
2,051
| – | – | 0.01% | 300 |
|
|
2023
Q3 | $117K | Buy |
2,051
+465
| +29% | +$26.6K | 0.01% | 285 |
|
|
2023
Q2 | $98.6K | Buy |
+1,586
| New | +$98.6K | 0.01% | 307 |
|