Envestnet Portfolio Solutions’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 | $3.16M | Buy |
46,344
+748
| +2% | +$50.9K | 0.01% | 453 |
|
|
2025
Q1 | $3.23M | Sell |
45,596
-13,275
| -23% | -$940K | 0.01% | 470 |
|
|
2024
Q4 | $3.97M | Sell |
58,871
-702
| -1% | -$47.4K | 0.01% | 454 |
|
|
2024
Q3 | $3.89M | Sell |
59,573
-1,594
| -3% | -$104K | 0.01% | 455 |
|
|
2024
Q2 | $3.27M | Buy |
61,167
+10,851
| +22% | +$580K | 0.01% | 482 |
|
|
2024
Q1 | $2.7M | Buy |
50,316
+320
| +0.6% | +$17.2K | 0.01% | 548 |
|
|
2023
Q4 | $3.1M | Buy |
49,996
+17,808
| +55% | +$1.1M | 0.01% | 468 |
|
|
2023
Q3 | $1.84M | Buy |
+32,188
| New | +$1.84M | 0.01% | 560 |
|