Elgethun Capital 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
Q1 | – | Sell |
-503
| Closed | -$34K | – | 163 |
|
|
2024
Q4 | $34K | Sell |
503
-2,043
| -80% | -$138K | 0.01% | 152 |
|
|
2024
Q3 | $166K | Hold |
2,546
| – | – | 0.04% | 130 |
|
|
2024
Q2 | $136K | Hold |
2,546
| – | – | 0.03% | 142 |
|
|
2024
Q1 | $135K | Buy |
2,546
+543
| +27% | +$28.8K | 0.03% | 143 |
|
|
2023
Q4 | $124K | Hold |
2,003
| – | – | 0.04% | 141 |
|
|
2023
Q3 | $113K | Hold |
2,003
| – | – | 0.03% | 139 |
|
|
2023
Q2 | $125K | Buy |
+2,003
| New | +$125K | 0.04% | 139 |
|