Empower Advisory 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
$9.97M Sell
146,407
-858
-0.6% -$58.4K 0.03% 162
2025
Q1
$10.4M Buy
147,265
+249
+0.2% +$17.6K 0.03% 160
2024
Q4
$9.93M Buy
147,016
+2,001
+1% +$135K 0.03% 163
2024
Q3
$9.47M Buy
145,015
+1,328
+0.9% +$86.7K 0.03% 166
2024
Q2
$7.67M Sell
143,687
-1,291
-0.9% -$69K 0.03% 171
2024
Q1
$7.79M Buy
144,978
+1,638
+1% +$88K 0.03% 171
2023
Q4
$8.87M Buy
143,340
+10,502
+8% +$650K 0.03% 171
2023
Q3
$7.6M Sell
132,838
-25,783
-16% -$1.48M 0.03% 168
2023
Q2
$9.86M Sell
158,621
-2,418
-2% -$150K 0.04% 170
2023
Q1
$10.9M Buy
+161,039
New +$10.9M 0.05% 162