Fortis Group Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,659
| Closed | -$247K | – | 541 |
|
|
2024
Q4 | $247K | Buy |
3,659
+11
| +0.3% | +$743 | 0.05% | 174 |
|
|
2024
Q3 | $238K | Buy |
+3,648
| New | +$238K | 0.04% | 169 |
|
|
2024
Q1 | – | Sell |
-3,823
| Closed | -$258K | – | 535 |
|
|
2023
Q4 | $258K | Hold |
3,823
| – | – | 0.06% | 113 |
|
|
2023
Q3 | $258K | Buy |
3,823
+235
| +7% | +$15.8K | 0.08% | 106 |
|
|
2023
Q2 | $223K | Sell |
3,588
-244
| -6% | -$15.2K | 0.06% | 123 |
|
|
2023
Q1 | $268K | Buy |
+3,832
| New | +$268K | 0.08% | 102 |
|
|
2020
Q3 | $699K | Buy |
+10,130
| New | +$699K | 0.14% | 81 |
|