Finer Wealth 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 | $745K | Hold |
10,942
| – | – | 0.4% | 46 |
|
|
2025
Q1 | $775K | Hold |
10,942
| – | – | 0.46% | 45 |
|
|
2024
Q4 | $739K | Hold |
10,942
| – | – | 0.42% | 44 |
|
|
2024
Q3 | $715K | Buy |
+10,942
| New | +$715K | 0.44% | 44 |
|
|
2024
Q2 | – | Sell |
-12,750
| Closed | -$685K | – | 80 |
|
|
2024
Q1 | $685K | Hold |
12,750
| – | – | 0.45% | 43 |
|
|
2023
Q4 | $789K | Hold |
12,750
| – | – | 0.59% | 40 |
|
|
2023
Q3 | $730K | Hold |
12,750
| – | – | 0.58% | 41 |
|
|
2023
Q2 | $793K | Hold |
12,750
| – | – | 0.62% | 39 |
|
|
2023
Q1 | $860K | Hold |
12,750
| – | – | 0.73% | 36 |
|
|
2022
Q4 | $894K | Hold |
12,750
| – | – | 0.84% | 33 |
|
|
2022
Q3 | $816K | Hold |
12,750
| – | – | 0.8% | 36 |
|
|
2022
Q2 | $902K | Hold |
12,750
| – | – | 0.82% | 35 |
|
|
2022
Q1 | $920K | Hold |
12,750
| – | – | 0.75% | 37 |
|
|
2021
Q4 | $863K | Buy |
+12,750
| New | +$863K | 0.72% | 40 |
|