Foster Dykema Cabot & Partners’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 | $73.4K | Hold |
1,069
| – | – | 0.01% | 177 |
|
|
2025
Q1 | $76.3K | Hold |
1,069
| – | – | 0.01% | 171 |
|
|
2024
Q4 | $72.2K | Hold |
1,069
| – | – | 0.01% | 185 |
|
|
2024
Q3 | $70.4K | Hold |
1,069
| – | – | 0.01% | 192 |
|
|
2024
Q2 | $57.7K | Sell |
1,069
-193
| -15% | -$10.4K | 0.01% | 167 |
|
|
2024
Q1 | $68.5K | Buy |
1,262
+262
| +26% | +$14.2K | 0.01% | 164 |
|
|
2023
Q4 | $62.4K | Buy |
+1,000
| New | +$62.4K | 0.01% | 145 |
|