Financial Advisors Network’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 | $310K | Buy |
4,552
+446
| +11% | +$30.4K | 0.05% | 145 |
|
|
2025
Q1 | $291K | Sell |
4,106
-93
| -2% | -$6.58K | 0.05% | 145 |
|
|
2024
Q4 | $284K | Buy |
+4,199
| New | +$284K | 0.05% | 153 |
|
|
2022
Q4 | $261K | Buy |
+3,724
| New | +$261K | 0.07% | 105 |
|
|
2017
Q1 | – | Sell |
-1,351
| Closed | -$55K | – | 461 |
|
|
2016
Q4 | $55K | Buy |
+1,351
| New | +$55K | 0.05% | 128 |
|