Financial Perspectives’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 | $52.2K | Hold |
767
| – | – | 0.02% | 301 |
|
|
2025
Q1 | $54.3K | Sell |
767
-1,279
| -63% | -$90.6K | 0.02% | 292 |
|
|
2024
Q4 | $138K | Hold |
2,046
| – | – | 0.05% | 176 |
|
|
2024
Q3 | $134K | Hold |
2,046
| – | – | 0.05% | 179 |
|
|
2024
Q2 | $109K | Hold |
2,046
| – | – | 0.04% | 193 |
|
|
2024
Q1 | $110K | Sell |
2,046
-1,473
| -42% | -$79.2K | 0.04% | 192 |
|
|
2023
Q4 | $218K | Hold |
3,519
| – | – | 0.09% | 137 |
|
|
2023
Q3 | $201K | Buy |
3,519
+175
| +5% | +$10K | 0.09% | 124 |
|
|
2023
Q2 | $208K | Hold |
3,344
| – | – | 0.09% | 127 |
|
|
2023
Q1 | $226K | Hold |
3,344
| – | – | 0.11% | 108 |
|
|
2022
Q4 | $234K | Hold |
3,344
| – | – | 0.12% | 108 |
|
|
2022
Q3 | $214K | Sell |
3,344
-67
| -2% | -$4.29K | 0.12% | 109 |
|
|
2022
Q2 | $241K | Hold |
3,411
| – | – | 0.14% | 100 |
|
|
2022
Q1 | $246K | Sell |
3,411
-137
| -4% | -$9.89K | 0.12% | 113 |
|
|
2021
Q4 | $240K | Hold |
3,548
| – | – | 0.11% | 108 |
|
|
2021
Q3 | $222K | Hold |
3,548
| – | – | 0.11% | 110 |
|
|
2021
Q2 | $234K | Sell |
3,548
-232,441
| -98% | -$15.3M | 0.11% | 116 |
|
|
2021
Q1 | $3.55M | Buy |
235,989
+232,441
| +6,551% | +$3.49M | 0.18% | 96 |
|
|
2020
Q4 | $237K | Buy |
3,548
+1,279
| +56% | +$85.3K | 0.13% | 105 |
|
|
2020
Q3 | $157K | Hold |
2,269
| – | – | 0.1% | 112 |
|
|
2020
Q2 | $142K | Sell |
2,269
-620
| -21% | -$38.8K | 0.1% | 111 |
|
|
2020
Q1 | $174K | Sell |
2,889
-145
| -5% | -$8.74K | 0.14% | 80 |
|
|
2019
Q4 | $193K | Buy |
+3,034
| New | +$193K | 0.13% | 87 |
|