Financial Advocates Investment 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 | $530K | Sell |
7,781
-2,133
| -22% | -$145K | 0.04% | 346 |
|
|
2025
Q1 | $702K | Buy |
9,914
+163
| +2% | +$11.5K | 0.05% | 355 |
|
|
2024
Q4 | $658K | Sell |
9,751
-500
| -5% | -$33.8K | 0.04% | 386 |
|
|
2024
Q3 | $669K | Buy |
10,251
+710
| +7% | +$46.4K | 0.04% | 394 |
|
|
2024
Q2 | $510K | Buy |
9,541
+1,374
| +17% | +$73.4K | 0.03% | 428 |
|
|
2024
Q1 | $439K | Buy |
8,167
+179
| +2% | +$9.62K | 0.03% | 482 |
|
|
2023
Q4 | $495K | Buy |
+7,988
| New | +$495K | 0.03% | 432 |
|
|
2020
Q4 | – | Sell |
-3,655
| Closed | -$252K | – | 740 |
|
|
2020
Q3 | $252K | Sell |
3,655
-125
| -3% | -$8.62K | 0.02% | 510 |
|
|
2020
Q2 | $236K | Buy |
3,780
+195
| +5% | +$12.2K | 0.02% | 504 |
|
|
2020
Q1 | $216K | Hold |
3,585
| – | – | 0.03% | 421 |
|
|
2019
Q4 | $228K | Buy |
3,585
+86
| +2% | +$5.47K | 0.02% | 454 |
|
|
2019
Q3 | $227K | Buy |
3,499
+40
| +1% | +$2.6K | 0.03% | 437 |
|
|
2019
Q2 | $206K | Buy |
+3,459
| New | +$206K | 0.02% | 442 |
|
|
2018
Q2 | – | Sell |
-4,646
| Closed | -$211K | – | 514 |
|
|
2018
Q1 | $211K | Sell |
4,646
-559
| -11% | -$25.4K | 0.03% | 447 |
|
|
2017
Q4 | $250K | Buy |
+5,205
| New | +$250K | 0.03% | 401 |
|