DHJJ Financial 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 | $16K | Hold |
235
| – | – | 0.01% | 497 |
|
|
2025
Q1 | $16.6K | Hold |
235
| – | – | 0.01% | 450 |
|
|
2024
Q4 | $15.9K | Hold |
235
| – | – | 0.01% | 446 |
|
|
2024
Q3 | $15.3K | Hold |
235
| – | – | 0.01% | 442 |
|
|
2024
Q2 | $12.6K | Hold |
235
| – | – | 0.01% | 433 |
|
|
2024
Q1 | $12.6K | Hold |
235
| – | – | 0.01% | 423 |
|
|
2023
Q4 | $14.5K | Hold |
235
| – | – | 0.01% | 394 |
|
|
2023
Q3 | $13.4K | Buy |
+235
| New | +$13.4K | 0.01% | 396 |
|