Ethic Inc’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 | $1.38M | Sell |
20,395
-935
| -4% | -$63.4K | 0.02% | 524 |
|
|
2025
Q1 | $1.51M | Sell |
21,330
-1,700
| -7% | -$120K | 0.03% | 485 |
|
|
2024
Q4 | $1.55M | Buy |
23,030
+8,168
| +55% | +$551K | 0.03% | 481 |
|
|
2024
Q3 | $799K | Sell |
14,862
-3,302
| -18% | -$177K | 0.02% | 632 |
|
|
2024
Q2 | $970K | Buy |
18,164
+3,302
| +22% | +$176K | 0.02% | 574 |
|
|
2024
Q1 | $799K | Buy |
14,862
+11,337
| +322% | +$609K | 0.02% | 632 |
|
|
2023
Q4 | $218K | Buy |
+3,525
| New | +$218K | 0.01% | 960 |
|