Elevation Wealth 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 | $33.6K | Hold |
494
| – | – | 0.01% | 270 |
|
|
2025
Q1 | $35K | Hold |
494
| – | – | 0.02% | 268 |
|
|
2024
Q4 | $33.4K | Hold |
494
| – | – | 0.01% | 272 |
|
|
2024
Q3 | $32.3K | Sell |
494
-1
| -0.2% | -$65 | 0.01% | 267 |
|
|
2024
Q2 | $26.4K | Buy |
495
+1
| +0.2% | +$53 | 0.01% | 268 |
|
|
2024
Q1 | $26.6K | Hold |
494
| – | – | 0.01% | 278 |
|
|
2023
Q4 | $28.3K | Hold |
494
| – | – | 0.02% | 256 |
|
|
2023
Q3 | $28.3K | Hold |
494
| – | – | 0.02% | 189 |
|
|
2023
Q2 | $30.7K | Hold |
494
| – | – | 0.03% | 188 |
|
|
2023
Q1 | $33.3K | Buy |
+494
| New | +$33.3K | 0.03% | 188 |
|