DeDora 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 | $1.18M | Sell |
17,398
-3,237
| -16% | -$220K | 0.31% | 58 |
|
|
2025
Q1 | $1.46M | Buy |
20,635
+509
| +3% | +$36K | 0.42% | 50 |
|
|
2024
Q4 | $1.36M | Buy |
20,126
+396
| +2% | +$26.7K | 0.37% | 51 |
|
|
2024
Q3 | $1.29M | Buy |
19,730
+331
| +2% | +$21.6K | 0.36% | 53 |
|
|
2024
Q2 | $1.04M | Buy |
19,399
+804
| +4% | +$42.9K | 0.32% | 56 |
|
|
2024
Q1 | $999K | Buy |
18,595
+2,425
| +15% | +$130K | 0.32% | 59 |
|
|
2023
Q4 | $1M | Buy |
16,170
+675
| +4% | +$41.8K | 0.35% | 56 |
|
|
2023
Q3 | $887K | Buy |
15,495
+1,126
| +8% | +$64.4K | 0.35% | 56 |
|
|
2023
Q2 | $893K | Buy |
14,369
+521
| +4% | +$32.4K | 0.35% | 59 |
|
|
2023
Q1 | $934K | Buy |
13,848
+203
| +1% | +$13.7K | 0.4% | 58 |
|
|
2022
Q4 | $957K | Sell |
13,645
-196
| -1% | -$13.7K | 0.45% | 49 |
|
|
2022
Q3 | $886K | Buy |
13,841
+99
| +0.7% | +$6.34K | 0.46% | 52 |
|
|
2022
Q2 | $972K | Buy |
13,742
+4,849
| +55% | +$343K | 0.49% | 50 |
|
|
2022
Q1 | $642K | Buy |
8,893
+2,390
| +37% | +$173K | 0.26% | 70 |
|
|
2021
Q4 | $440K | Sell |
6,503
-55
| -0.8% | -$3.72K | 0.25% | 42 |
|
|
2021
Q3 | $410K | Buy |
6,558
+265
| +4% | +$16.6K | 0.18% | 76 |
|
|
2021
Q2 | $415K | Buy |
6,293
+564
| +10% | +$37.2K | 0.18% | 72 |
|
|
2021
Q1 | $381K | Buy |
5,729
+970
| +20% | +$64.5K | 0.18% | 73 |
|
|
2020
Q4 | $317K | Buy |
4,759
+578
| +14% | +$38.5K | 0.16% | 77 |
|
|
2020
Q3 | $289K | Buy |
+4,181
| New | +$289K | 0.16% | 81 |
|