E Fund Management’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 | $1.02M | Sell |
14,975
-1,354
| -8% | -$92.2K | 0.05% | 169 |
|
|
2025
Q1 | $1.16M | Buy |
16,329
+8,132
| +99% | +$576K | 0.06% | 158 |
|
|
2024
Q4 | $553K | Buy |
8,197
+2,161
| +36% | +$146K | 0.03% | 213 |
|
|
2024
Q3 | $394K | Buy |
6,036
+451
| +8% | +$29.5K | 0.02% | 223 |
|
|
2024
Q2 | $298K | Buy |
5,585
+106
| +2% | +$5.66K | 0.02% | 233 |
|
|
2024
Q1 | $294K | Sell |
5,479
-15
| -0.3% | -$806 | 0.02% | 276 |
|
|
2023
Q4 | $340K | Sell |
5,494
-571
| -9% | -$35.4K | 0.02% | 216 |
|
|
2023
Q3 | $347K | Buy |
6,065
+903
| +17% | +$51.7K | 0.03% | 192 |
|
|
2023
Q2 | $321K | Sell |
5,162
-755
| -13% | -$47K | 0.03% | 209 |
|
|
2023
Q1 | $399K | Sell |
5,917
-364
| -6% | -$24.5K | 0.03% | 167 |
|
|
2022
Q4 | $440K | Sell |
6,281
-260
| -4% | -$18.2K | 0.04% | 160 |
|
|
2022
Q3 | $419K | Buy |
6,541
+258
| +4% | +$16.5K | 0.04% | 170 |
|
|
2022
Q2 | $445K | Buy |
6,283
+163
| +3% | +$11.5K | 0.04% | 165 |
|
|
2022
Q1 | $442K | Sell |
6,120
-122
| -2% | -$8.81K | 0.01% | 138 |
|
|
2021
Q4 | $423K | Hold |
6,242
| – | – | 0.01% | 180 |
|
|
2021
Q3 | $393K | Buy |
+6,242
| New | +$393K | 0.02% | 166 |
|
|
2021
Q1 | $424K | Buy |
+6,370
| New | +$424K | 0.03% | 148 |
|