Evergreen Capital Management’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 | $289K | Sell |
4,208
-595
| -12% | -$40.9K | 0.01% | 823 |
|
|
2025
Q1 | $343K | Buy |
4,803
+486
| +11% | +$34.7K | 0.01% | 677 |
|
|
2024
Q4 | $291K | Buy |
4,317
+11
| +0.3% | +$743 | 0.01% | 750 |
|
|
2024
Q3 | $284K | Sell |
4,306
-58
| -1% | -$3.82K | 0.01% | 741 |
|
|
2024
Q2 | $235K | Sell |
4,364
-648
| -13% | -$35K | 0.01% | 770 |
|
|
2024
Q1 | $273K | Sell |
5,012
-1,613
| -24% | -$87.7K | 0.01% | 668 |
|
|
2023
Q4 | $414K | Buy |
6,625
+2,312
| +54% | +$144K | 0.02% | 467 |
|
|
2023
Q3 | $249K | Sell |
4,313
-1,572
| -27% | -$90.8K | 0.01% | 625 |
|
|
2023
Q2 | $369K | Buy |
+5,885
| New | +$369K | 0.02% | 483 |
|
|
2022
Q1 | – | Sell |
-102,893
| Closed | -$6.97M | – | 683 |
|
|
2021
Q4 | $6.97M | Buy |
102,893
+2,993
| +3% | +$203K | 0.28% | 97 |
|
|
2021
Q3 | $6.24M | Buy |
99,900
+3,692
| +4% | +$231K | 0.28% | 94 |
|
|
2021
Q2 | $6.34M | Buy |
96,208
+2,574
| +3% | +$170K | 0.3% | 87 |
|
|
2021
Q1 | $6.23M | Buy |
+93,634
| New | +$6.23M | 0.32% | 83 |
|