Foundations Investment Advisors’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Buy |
5,562
+1,596
| +40% | +$109K | 0.01% | 666 |
|
|
2025
Q1 | $281K | Buy |
+3,966
| New | +$281K | 0.01% | 727 |
|
|
2024
Q3 | – | Sell |
-11,258
| Closed | -$601K | – | 870 |
|
|
2024
Q2 | $601K | Buy |
11,258
+274
| +2% | +$14.6K | 0.01% | 453 |
|
|
2024
Q1 | $590K | Sell |
10,984
-218
| -2% | -$11.7K | 0.02% | 430 |
|
|
2023
Q4 | $685K | Buy |
11,202
+912
| +9% | +$55.8K | 0.02% | 372 |
|
|
2023
Q3 | $589K | Buy |
10,290
+176
| +2% | +$10.1K | 0.02% | 358 |
|
|
2023
Q2 | $629K | Buy |
10,114
+86
| +0.9% | +$5.35K | 0.02% | 321 |
|
|
2023
Q1 | $676K | Sell |
10,028
-2,231
| -18% | -$150K | 0.02% | 281 |
|
|
2022
Q4 | $860K | Sell |
12,259
-882
| -7% | -$61.8K | 0.03% | 215 |
|
|
2022
Q3 | $841K | Buy |
+13,141
| New | +$841K | 0.04% | 186 |
|