Emerald 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
Q2 | $774K | Hold |
11,366
| – | – | 0.1% | 57 |
|
|
2025
Q1 | $805K | Hold |
11,366
| – | – | 0.11% | 45 |
|
|
2024
Q4 | $767K | Hold |
11,366
| – | – | 0.11% | 49 |
|
|
2024
Q3 | $728K | Hold |
11,366
| – | – | 0.11% | 49 |
|
|
2024
Q2 | $607K | Hold |
11,366
| – | – | 0.09% | 53 |
|
|
2024
Q1 | $611K | Hold |
11,366
| – | – | 0.11% | 53 |
|
|
2023
Q4 | $704K | Hold |
11,366
| – | – | 0.13% | 39 |
|
|
2023
Q3 | $650K | Hold |
11,366
| – | – | 0.15% | 40 |
|
|
2023
Q2 | $707K | Hold |
11,366
| – | – | 0.17% | 33 |
|
|
2023
Q1 | $767K | Hold |
11,366
| – | – | 0.2% | 26 |
|
|
2022
Q4 | $797K | Hold |
11,366
| – | – | 0.22% | 28 |
|
|
2022
Q3 | $727K | Hold |
11,366
| – | – | 0.21% | 29 |
|
|
2022
Q2 | $804K | Buy |
11,366
+2,136
| +23% | +$151K | 0.22% | 30 |
|
|
2022
Q1 | $666K | Hold |
9,230
| – | – | 0.16% | 40 |
|
|
2021
Q4 | $625K | Sell |
9,230
-13
| -0.1% | -$880 | 0.15% | 42 |
|
|
2021
Q3 | $578K | Buy |
9,243
+13
| +0.1% | +$813 | 0.16% | 47 |
|
|
2021
Q2 | $608K | Buy |
9,230
+2,125
| +30% | +$140K | 0.19% | 41 |
|
|
2021
Q1 | $473K | Hold |
7,105
| – | – | 0.17% | 44 |
|
|
2020
Q4 | $474K | Hold |
7,105
| – | – | 0.16% | 45 |
|
|
2020
Q3 | $490K | Hold |
7,105
| – | – | 0.19% | 41 |
|
|
2020
Q2 | $444K | Buy |
7,105
+2,484
| +54% | +$155K | 0.2% | 41 |
|
|
2020
Q1 | $279K | Hold |
4,621
| – | – | 0.13% | 54 |
|
|
2019
Q4 | $309K | Buy |
+4,621
| New | +$309K | 0.29% | 66 |
|