Focus Partners Wealth’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 | $4.2M | Sell |
61,711
-1,151
| -2% | -$78.4K | 0.01% | 723 |
|
|
2025
Q1 | $4.45M | Buy |
62,862
+7,465
| +13% | +$529K | 0.01% | 654 |
|
|
2024
Q4 | $3.74M | Buy |
55,397
+22,415
| +68% | +$1.51M | 0.01% | 686 |
|
|
2024
Q3 | $2.15M | Buy |
32,982
+21,044
| +176% | +$1.37M | 0.01% | 750 |
|
|
2024
Q2 | $638K | Buy |
11,938
+4,047
| +51% | +$216K | ﹤0.01% | 898 |
|
|
2024
Q1 | $424K | Buy |
+7,891
| New | +$424K | ﹤0.01% | 754 |
|