Denver PWM’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,197
| Closed | -$80.8K | – | 229 |
|
|
2024
Q4 | $80.8K | Buy |
1,197
+10
| +0.8% | +$675 | 0.03% | 83 |
|
|
2024
Q3 | $77.5K | Buy |
1,187
+8
| +0.7% | +$522 | 0.03% | 90 |
|
|
2024
Q2 | $63K | Buy |
+1,179
| New | +$63K | 0.03% | 125 |
|
|
2019
Q4 | – | Sell |
-2,339
| Closed | -$151K | – | 212 |
|
|
2019
Q3 | $151K | Buy |
+2,339
| New | +$151K | 0.09% | 73 |
|
|
2018
Q1 | – | Sell |
-6,253
| Closed | -$275K | – | 60 |
|
|
2017
Q4 | $275K | Hold |
6,253
| – | – | 0.21% | 51 |
|
|
2017
Q3 | $314K | Buy |
+6,253
| New | +$314K | 0.25% | 50 |
|