DT Investment Partners’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 | $6.67K | Hold |
98
| – | – | ﹤0.01% | 438 |
|
|
2025
Q1 | $6.94K | Hold |
98
| – | – | ﹤0.01% | 450 |
|
|
2024
Q4 | $6.62K | Hold |
98
| – | – | ﹤0.01% | 463 |
|
|
2024
Q3 | $6.4K | Buy |
+98
| New | +$6.4K | ﹤0.01% | 492 |
|
|
2024
Q1 | – | Sell |
-45
| Closed | -$2.69K | – | 479 |
|
|
2023
Q4 | $2.69K | Hold |
45
| – | – | ﹤0.01% | 414 |
|
|
2023
Q3 | $2.58K | Hold |
45
| – | – | ﹤0.01% | 408 |
|
|
2023
Q2 | $2.83K | Hold |
45
| – | – | ﹤0.01% | 412 |
|
|
2023
Q1 | $3.16K | Hold |
45
| – | – | ﹤0.01% | 406 |
|
|
2022
Q4 | $3.16K | Hold |
45
| – | – | ﹤0.01% | 421 |
|
|
2022
Q3 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 413 |
|