Delos Wealth Advisors’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 | $81.7K | Buy |
+1,200
| New | +$81.7K | 0.06% | 75 |
|
|
2025
Q1 | – | Sell |
-1,200
| Closed | -$81K | – | 194 |
|
|
2024
Q4 | $81K | Hold |
1,200
| – | – | 0.06% | 65 |
|
|
2024
Q3 | $78.4K | Buy |
1,200
+1,170
| +3,900% | +$76.4K | 0.07% | 73 |
|
|
2024
Q2 | $1.6K | Hold |
30
| – | – | ﹤0.01% | 228 |
|
|
2024
Q1 | $1.61K | Buy |
+30
| New | +$1.61K | ﹤0.01% | 229 |
|