Founders Capital Management (Texas)’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 | $170K | Hold |
2,500
| – | – | 0.1% | 59 |
|
2025
Q1 | $177K | Hold |
2,500
| – | – | 0.11% | 58 |
|
2024
Q4 | $169K | Hold |
2,500
| – | – | 0.11% | 59 |
|
2024
Q3 | $163K | Hold |
2,500
| – | – | 0.1% | 59 |
|
2024
Q2 | $134K | Hold |
2,500
| – | – | 0.09% | 64 |
|
2024
Q1 | $134K | Hold |
2,500
| – | – | 0.09% | 63 |
|
2023
Q4 | $155K | Hold |
2,500
| – | – | 0.11% | 62 |
|
2023
Q3 | $143K | Hold |
2,500
| – | – | 0.11% | 63 |
|
2023
Q2 | $155K | Hold |
2,500
| – | – | 0.11% | 68 |
|
2023
Q1 | $169K | Hold |
2,500
| – | – | 0.13% | 64 |
|
2022
Q4 | $175K | Hold |
2,500
| – | – | 0.13% | 63 |
|
2022
Q3 | $160K | Hold |
2,500
| – | – | 0.13% | 65 |
|
2022
Q2 | $177K | Hold |
2,500
| – | – | 0.14% | 64 |
|
2022
Q1 | $169K | Hold |
2,500
| – | – | 0.11% | 66 |
|
2021
Q4 | $169K | Hold |
2,500
| – | – | 0.11% | 66 |
|
2021
Q3 | $156K | Hold |
2,500
| – | – | 0.11% | 68 |
|
2021
Q2 | $165K | Hold |
2,500
| – | – | 0.11% | 62 |
|
2021
Q1 | $166K | Sell |
2,500
-5,574
| -69% | -$370K | 0.12% | 56 |
|
2020
Q4 | $501K | Buy |
+8,074
| New | +$501K | 0.35% | 36 |
|
2020
Q1 | $334K | Buy |
5,574
+2,787
| +100% | +$167K | 0.35% | 35 |
|
2019
Q4 | $177K | Hold |
2,787
| – | – | 0.13% | 55 |
|
2019
Q3 | $181K | Hold |
2,787
| – | – | 0.14% | 55 |
|
2019
Q2 | $166K | Hold |
2,787
| – | – | 0.15% | 60 |
|
2019
Q1 | $157K | Hold |
2,787
| – | – | 0.15% | 61 |
|
2018
Q4 | $137K | Hold |
2,787
| – | – | 0.15% | 67 |
|
2018
Q3 | $132K | Hold |
2,787
| – | – | 0.11% | 80 |
|
2018
Q2 | $127K | Hold |
2,787
| – | – | 0.11% | 81 |
|
2018
Q1 | $127K | Hold |
2,787
| – | – | 0.11% | 93 |
|
2017
Q4 | $134K | Hold |
2,787
| – | – | 0.11% | 95 |
|
2017
Q3 | $132K | Hold |
2,787
| – | – | 0.11% | 99 |
|
2017
Q2 | $128K | Hold |
2,787
| – | – | 0.11% | 95 |
|
2017
Q1 | $124K | Buy |
+2,787
| New | +$124K | 0.11% | 96 |
|