First National Advisers’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 | $2.34M | Buy |
34,340
+410
| +1% | +$27.9K | 0.34% | 91 |
|
|
2025
Q1 | $2.4M | Buy |
33,930
+183
| +0.5% | +$13K | 0.38% | 82 |
|
|
2024
Q4 | $2.28M | Buy |
33,747
+980
| +3% | +$66.2K | 0.37% | 85 |
|
|
2024
Q3 | $2.14M | Buy |
32,767
+2,859
| +10% | +$187K | 0.34% | 90 |
|
|
2024
Q2 | $1.6M | Buy |
29,908
+1,308
| +5% | +$69.8K | 0.29% | 104 |
|
|
2024
Q1 | $1.62M | Buy |
28,600
+6,910
| +32% | +$392K | 0.36% | 91 |
|
|
2023
Q4 | $1.34M | Buy |
21,690
+4,006
| +23% | +$248K | 0.39% | 82 |
|
|
2023
Q3 | $1.01M | Buy |
17,684
+11,775
| +199% | +$674K | 0.45% | 78 |
|
|
2023
Q2 | $367K | Sell |
5,909
-394
| -6% | -$24.5K | 0.34% | 89 |
|
|
2023
Q1 | $425K | Buy |
6,303
+469
| +8% | +$31.6K | 0.48% | 76 |
|
|
2022
Q4 | $409K | Buy |
5,834
+692
| +13% | +$48.5K | 0.52% | 74 |
|
|
2022
Q3 | $329K | Buy |
5,142
+949
| +23% | +$60.7K | 0.49% | 80 |
|
|
2022
Q2 | $297K | Buy |
+4,193
| New | +$297K | 0.62% | 70 |
|