First Business Financial Services’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 | $283K | Hold |
4,162
| – | – | 0.03% | 161 |
|
|
2025
Q1 | $295K | Sell |
4,162
-115
| -3% | -$8.14K | 0.03% | 143 |
|
|
2024
Q4 | $289K | Buy |
4,277
+1,000
| +31% | +$67.5K | 0.03% | 145 |
|
|
2024
Q3 | $214K | Buy |
+3,277
| New | +$214K | 0.02% | 155 |
|
|
2024
Q2 | – | Sell |
-3,737
| Closed | -$201K | – | 173 |
|
|
2024
Q1 | $201K | Sell |
3,737
-250
| -6% | -$13.4K | 0.02% | 162 |
|
|
2023
Q4 | $247K | Hold |
3,987
| – | – | 0.03% | 145 |
|
|
2023
Q3 | $228K | Sell |
3,987
-126
| -3% | -$7.21K | 0.03% | 153 |
|
|
2023
Q2 | $256K | Hold |
4,113
| – | – | 0.03% | 145 |
|
|
2023
Q1 | $277K | Hold |
4,113
| – | – | 0.03% | 140 |
|
|
2022
Q4 | $288K | Sell |
4,113
-428
| -9% | -$30K | 0.04% | 135 |
|
|
2022
Q3 | $291K | Hold |
4,541
| – | – | 0.04% | 131 |
|
|
2022
Q2 | $321K | Buy |
4,541
+250
| +6% | +$17.7K | 0.04% | 126 |
|
|
2022
Q1 | $310K | Hold |
4,291
| – | – | 0.03% | 131 |
|
|
2021
Q4 | $291K | Buy |
+4,291
| New | +$291K | 0.03% | 137 |
|
|
2019
Q1 | – | Sell |
-4,872
| Closed | -$240K | – | 117 |
|
|
2018
Q4 | $240K | Buy |
+4,872
| New | +$240K | 0.04% | 133 |
|