FFT Wealth 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
Q1 | – | Sell |
-4,377
| Closed | -$296K | – | 201 |
|
|
2024
Q4 | $296K | Sell |
4,377
-37
| -0.8% | -$2.5K | 0.02% | 151 |
|
|
2024
Q3 | $288K | Hold |
4,414
| – | – | 0.02% | 138 |
|
|
2024
Q2 | $236K | Sell |
4,414
-135
| -3% | -$7.21K | 0.02% | 143 |
|
|
2024
Q1 | $245K | Buy |
4,549
+900
| +25% | +$48.4K | 0.02% | 137 |
|
|
2023
Q4 | $226K | Buy |
+3,649
| New | +$226K | 0.02% | 124 |
|
|
2023
Q3 | – | Sell |
-3,271
| Closed | -$203K | – | 134 |
|
|
2023
Q2 | $203K | Sell |
3,271
-40
| -1% | -$2.49K | 0.03% | 123 |
|
|
2023
Q1 | $223K | Buy |
3,311
+64
| +2% | +$4.32K | 0.03% | 100 |
|
|
2022
Q4 | $228K | Hold |
3,247
| – | – | 0.03% | 91 |
|
|
2022
Q3 | $208K | Buy |
+3,247
| New | +$208K | 0.03% | 90 |
|
|
2021
Q3 | – | Sell |
-1,644
| Closed | -$108K | – | 251 |
|
|
2021
Q2 | $108K | Buy |
+1,644
| New | +$108K | 0.02% | 100 |
|