Fiduciary Alliance’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 | $512K | Buy |
7,514
+33
| +0.4% | +$2.25K | 0.04% | 322 |
|
|
2025
Q1 | $530K | Buy |
7,481
+89
| +1% | +$6.3K | 0.05% | 248 |
|
|
2024
Q4 | $499K | Buy |
7,392
+30
| +0.4% | +$2.03K | 0.05% | 235 |
|
|
2024
Q3 | $481K | Sell |
7,362
-945
| -11% | -$61.7K | 0.06% | 160 |
|
|
2024
Q2 | $442K | Hold |
8,307
| – | – | 0.07% | 141 |
|
|
2024
Q1 | $443K | Hold |
8,307
| – | – | 0.08% | 131 |
|
|
2023
Q4 | $514K | Hold |
8,307
| – | – | 0.1% | 111 |
|
|
2023
Q3 | $475K | Hold |
8,307
| – | – | 0.11% | 109 |
|
|
2023
Q2 | $516K | Hold |
8,307
| – | – | 0.11% | 101 |
|
|
2023
Q1 | $560K | Buy |
8,307
+3,847
| +86% | +$259K | 0.14% | 87 |
|
|
2022
Q4 | $313K | Buy |
+4,460
| New | +$313K | 0.08% | 113 |
|