Dakota Wealth Management’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 | $1.5M | Buy |
22,080
+975
| +5% | +$66.4K | 0.03% | 318 |
|
|
2025
Q1 | $1.49M | Sell |
21,105
-2,025
| -9% | -$143K | 0.03% | 304 |
|
|
2024
Q4 | $1.56M | Buy |
23,130
+151
| +0.7% | +$10.2K | 0.04% | 292 |
|
|
2024
Q3 | $1.5M | Buy |
22,979
+205
| +0.9% | +$13.4K | 0.03% | 308 |
|
|
2024
Q2 | $1.22M | Sell |
22,774
-90
| -0.4% | -$4.81K | 0.03% | 331 |
|
|
2024
Q1 | $1.23M | Buy |
22,864
+3,148
| +16% | +$169K | 0.03% | 330 |
|
|
2023
Q4 | $1.22M | Sell |
19,716
-2,255
| -10% | -$140K | 0.05% | 285 |
|
|
2023
Q3 | $1.26M | Buy |
21,971
+734
| +3% | +$42K | 0.06% | 253 |
|
|
2023
Q2 | $1.32M | Buy |
+21,237
| New | +$1.32M | 0.06% | 218 |
|