Empirical Finance’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 | $1.31M | Buy |
19,196
+140
| +0.7% | +$9.53K | 0.07% | 247 |
|
|
2025
Q1 | $1.35M | Buy |
19,056
+478
| +3% | +$33.8K | 0.08% | 226 |
|
|
2024
Q4 | $1.25M | Sell |
18,578
-224
| -1% | -$15.1K | 0.07% | 225 |
|
|
2024
Q3 | $1.23M | Buy |
18,802
+407
| +2% | +$26.6K | 0.07% | 245 |
|
|
2024
Q2 | $982K | Sell |
18,395
-1,183
| -6% | -$63.2K | 0.06% | 270 |
|
|
2024
Q1 | $1.05M | Buy |
19,578
+668
| +4% | +$35.9K | 0.06% | 272 |
|
|
2023
Q4 | $1.17M | Buy |
18,910
+153
| +0.8% | +$9.47K | 0.08% | 231 |
|
|
2023
Q3 | $1.07M | Buy |
18,757
+1,815
| +11% | +$104K | 0.08% | 231 |
|
|
2023
Q2 | $1.05M | Buy |
16,942
+1,995
| +13% | +$124K | 0.08% | 227 |
|
|
2023
Q1 | $1.01M | Buy |
14,947
+789
| +6% | +$53.2K | 0.09% | 207 |
|
|
2022
Q4 | $993K | Buy |
14,158
+1,136
| +9% | +$79.6K | 0.1% | 199 |
|
|
2022
Q3 | $833K | Buy |
13,022
+2,186
| +20% | +$140K | 0.1% | 193 |
|
|
2022
Q2 | $767K | Buy |
10,836
+588
| +6% | +$41.6K | 0.1% | 193 |
|
|
2022
Q1 | $740K | Buy |
10,248
+1,149
| +13% | +$83K | 0.08% | 227 |
|
|
2021
Q4 | $616K | Buy |
9,099
+2,482
| +38% | +$168K | 0.07% | 248 |
|
|
2021
Q3 | $414K | Buy |
6,617
+388
| +6% | +$24.3K | 0.06% | 292 |
|
|
2021
Q2 | $410K | Buy |
6,229
+952
| +18% | +$62.7K | 0.07% | 276 |
|
|
2021
Q1 | $352K | Hold |
5,277
| – | – | 0.06% | 242 |
|
|
2020
Q4 | $352K | Buy |
5,277
+933
| +21% | +$62.2K | 0.06% | 242 |
|
|
2020
Q3 | $300K | Buy |
4,344
+904
| +26% | +$62.4K | 0.06% | 221 |
|
|
2020
Q2 | $215K | Buy |
+3,440
| New | +$215K | 0.06% | 227 |
|
|
2017
Q1 | – | Sell |
-219
| Closed | -$9K | – | 582 |
|
|
2016
Q4 | $9K | Buy |
+219
| New | +$9K | 0.01% | 412 |
|