Fidelis Capital Partners’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 | $250K | Buy |
3,410
+45
| +1% | +$3.3K | 0.02% | 381 |
|
|
2025
Q1 | $232K | Sell |
3,365
-21
| -0.6% | -$1.45K | 0.02% | 377 |
|
|
2024
Q4 | $229K | Buy |
3,386
+90
| +3% | +$6.1K | 0.02% | 390 |
|
|
2024
Q3 | $212K | Buy |
+3,296
| New | +$212K | 0.03% | 389 |
|
|
2023
Q3 | – | Sell |
-4,503
| Closed | -$280K | – | 295 |
|
|
2023
Q2 | $280K | Buy |
4,503
+37
| +0.8% | +$2.3K | 0.1% | 210 |
|
|
2023
Q1 | $311K | Buy |
+4,466
| New | +$311K | 0.13% | 169 |
|