Ellenbecker Investment Group’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 | – | Sell |
-2,963
| Closed | -$210K | – | 122 |
|
|
2025
Q1 | $210K | Buy |
+2,963
| New | +$210K | 0.04% | 110 |
|
|
2023
Q1 | – | Sell |
-2,929
| Closed | -$205K | – | 92 |
|
|
2022
Q4 | $205K | Buy |
+2,929
| New | +$205K | 0.06% | 85 |
|
|
2022
Q3 | – | Sell |
-2,986
| Closed | -$211K | – | 86 |
|
|
2022
Q2 | $211K | Buy |
2,986
+6
| +0.2% | +$424 | 0.06% | 79 |
|
|
2022
Q1 | $215K | Buy |
2,980
+6
| +0.2% | +$433 | 0.06% | 85 |
|
|
2021
Q4 | $201K | Buy |
+2,974
| New | +$201K | 0.06% | 90 |
|