Freedom Investment Management’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 | $344K | Sell |
5,050
-1,021
| -17% | -$69.5K | 0.03% | 548 |
|
|
2025
Q1 | $430K | Sell |
6,071
-668
| -10% | -$47.3K | 0.04% | 469 |
|
|
2024
Q4 | $455K | Buy |
6,739
+32
| +0.5% | +$2.16K | 0.04% | 457 |
|
|
2024
Q3 | $438K | Buy |
6,707
+1,123
| +20% | +$73.3K | 0.03% | 475 |
|
|
2024
Q2 | $298K | Buy |
5,584
+524
| +10% | +$28K | 0.02% | 603 |
|
|
2024
Q1 | $272K | Sell |
5,060
-1,354
| -21% | -$72.8K | 0.02% | 641 |
|
|
2023
Q4 | $397K | Buy |
6,414
+642
| +11% | +$39.7K | 0.03% | 495 |
|
|
2023
Q3 | $330K | Buy |
5,772
+228
| +4% | +$13K | 0.04% | 468 |
|
|
2023
Q2 | $345K | Buy |
5,544
+202
| +4% | +$12.6K | 0.04% | 498 |
|
|
2023
Q1 | $360K | Buy |
5,342
+906
| +20% | +$61.1K | 0.04% | 498 |
|
|
2022
Q4 | $311K | Sell |
4,436
-495
| -10% | -$34.7K | 0.04% | 576 |
|
|
2022
Q3 | $316K | Buy |
4,931
+229
| +5% | +$14.7K | 0.04% | 555 |
|
|
2022
Q2 | $333K | Sell |
4,702
-8,372
| -64% | -$592K | 0.04% | 567 |
|
|
2022
Q1 | $944K | Sell |
13,074
-697
| -5% | -$50.3K | 0.08% | 307 |
|
|
2021
Q4 | $932K | Sell |
13,771
-560
| -4% | -$37.9K | 0.07% | 366 |
|
|
2021
Q3 | $896K | Buy |
14,331
+436
| +3% | +$27.3K | 0.07% | 340 |
|
|
2021
Q2 | $915K | Buy |
13,895
+322
| +2% | +$21.2K | 0.07% | 357 |
|
|
2021
Q1 | $903K | Buy |
13,573
+1,887
| +16% | +$126K | 0.07% | 334 |
|
|
2020
Q4 | $779K | Buy |
11,686
+3,500
| +43% | +$233K | 0.09% | 231 |
|
|
2020
Q3 | $565K | Buy |
8,186
+465
| +6% | +$32.1K | 0.06% | 263 |
|
|
2020
Q2 | $483K | Buy |
7,721
+1,456
| +23% | +$91.1K | 0.05% | 282 |
|
|
2020
Q1 | $430K | Buy |
6,265
+327
| +6% | +$22.4K | 0.04% | 382 |
|
|
2019
Q4 | $377K | Sell |
5,938
-456
| -7% | -$29K | 0.03% | 416 |
|
|
2019
Q3 | $415K | Buy |
6,394
+299
| +5% | +$19.4K | 0.04% | 408 |
|
|
2019
Q2 | $363K | Buy |
+6,095
| New | +$363K | 0.03% | 455 |
|
|
2018
Q2 | – | Sell |
-5,432
| Closed | -$247K | – | 1155 |
|
|
2018
Q1 | $247K | Sell |
5,432
-4,315
| -44% | -$196K | 0.01% | 952 |
|
|
2017
Q4 | $469K | Buy |
9,747
+3,984
| +69% | +$192K | 0.02% | 657 |
|
|
2017
Q3 | $273K | Buy |
5,763
+438
| +8% | +$20.7K | 0.02% | 892 |
|
|
2017
Q2 | $244K | Buy |
5,325
+29
| +0.5% | +$1.33K | 0.01% | 895 |
|
|
2017
Q1 | $235K | Buy |
+5,296
| New | +$235K | 0.01% | 891 |
|
|
2016
Q4 | – | Sell |
-5,901
| Closed | -$243K | – | 1057 |
|
|
2016
Q3 | $243K | Buy |
5,901
+620
| +12% | +$25.5K | 0.02% | 729 |
|
|
2016
Q2 | $236K | Buy |
+5,281
| New | +$236K | 0.02% | 695 |
|
|
2016
Q1 | – | Sell |
-8,242
| Closed | -$296K | – | 893 |
|
|
2015
Q4 | $296K | Buy |
+8,242
| New | +$296K | 0.02% | 563 |
|