Eagle Bay 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
Q1 | – | Sell |
-1,810
| Closed | -$122K | – | 963 |
|
|
2024
Q4 | $122K | Buy |
1,810
+54
| +3% | +$3.65K | 0.08% | 168 |
|
|
2024
Q3 | $116K | Sell |
1,756
-39
| -2% | -$2.57K | 0.04% | 254 |
|
|
2024
Q2 | $96.9K | Buy |
1,795
+1,705
| +1,894% | +$92K | 0.06% | 230 |
|
|
2024
Q1 | $4.89K | Sell |
90
-6
| -6% | -$326 | ﹤0.01% | 734 |
|
|
2023
Q4 | $5.94K | Sell |
96
-638
| -87% | -$39.5K | ﹤0.01% | 607 |
|
|
2023
Q3 | $42K | Buy |
734
+1
| +0.1% | +$57 | 0.02% | 439 |
|
|
2023
Q2 | $45.6K | Sell |
733
-872
| -54% | -$54.2K | 0.03% | 383 |
|
|
2023
Q1 | $108K | Sell |
1,605
-33
| -2% | -$2.23K | 0.06% | 214 |
|
|
2022
Q4 | $115K | Buy |
1,638
+396
| +32% | +$27.8K | 0.06% | 205 |
|
|
2022
Q3 | $80K | Sell |
1,242
-98
| -7% | -$6.31K | 0.05% | 243 |
|
|
2022
Q2 | $94.9K | Buy |
1,340
+901
| +205% | +$63.8K | 0.06% | 209 |
|
|
2022
Q1 | $32K | Buy |
439
+425
| +3,036% | +$31K | 0.03% | 191 |
|
|
2021
Q4 | $1K | Sell |
14
-38
| -73% | -$2.71K | ﹤0.01% | 1031 |
|
|
2021
Q3 | $4K | Sell |
52
-28
| -35% | -$2.15K | ﹤0.01% | 847 |
|
|
2021
Q2 | $6K | Buy |
+80
| New | +$6K | ﹤0.01% | 733 |
|