Financial Gravity Asset 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 | $329K | Buy |
+4,652
| New | +$329K | 0.07% | 120 |
|
|
2024
Q2 | – | Sell |
-29
| Closed | -$1.54K | – | 2554 |
|
|
2024
Q1 | $1.54K | Buy |
29
+21
| +263% | +$1.12K | ﹤0.01% | 1163 |
|
|
2023
Q4 | $668 | Buy |
8
+4
| +100% | +$334 | ﹤0.01% | 1100 |
|
|
2023
Q3 | $326 | Sell |
4
-58
| -94% | -$4.73K | ﹤0.01% | 865 |
|
|
2023
Q2 | $675 | Buy |
+62
| New | +$675 | ﹤0.01% | 930 |
|
|
2023
Q1 | – | Sell |
-70
| Closed | -$795 | – | 1696 |
|
|
2022
Q4 | $795 | Buy |
+70
| New | +$795 | ﹤0.01% | 708 |
|
|
2022
Q2 | – | Sell |
-432
| Closed | -$350 | – | 854 |
|
|
2022
Q1 | $350 | Buy |
432
+24
| +6% | +$19 | 0.01% | 475 |
|
|
2021
Q4 | $329 | Buy |
408
+403
| +8,060% | +$325 | 0.01% | 556 |
|
|
2021
Q3 | $63K | Hold |
5
| – | – | 0.03% | 481 |
|
|
2021
Q2 | $66K | Sell |
5
-8
| -62% | -$106K | 0.02% | 482 |
|
|
2021
Q1 | $851 | Hold |
13
| – | – | 0.02% | 332 |
|
|
2020
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 464 |
|
|
2020
Q2 | – | Sell |
-111
| Closed | -$6.71K | – | 950 |
|
|
2020
Q1 | $6.71K | Sell |
111
-71
| -39% | -$4.29K | 0.02% | 297 |
|
|
2019
Q4 | $63K | Sell |
182
-44
| -19% | -$15.2K | 0.04% | 522 |
|
|
2019
Q3 | $15K | Buy |
226
+170
| +304% | +$11.3K | 0.01% | 525 |
|
|
2019
Q2 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 845 |
|