Future Financial Wealth 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 | $8.79K | Hold |
129
| – | – | 0.01% | 375 |
|
|
2025
Q1 | $9.13K | Hold |
129
| – | – | 0.01% | 374 |
|
|
2024
Q4 | $8.71K | Hold |
129
| – | – | 0.01% | 374 |
|
|
2024
Q3 | $8.42K | Buy |
+129
| New | +$8.42K | 0.01% | 396 |
|
|
2024
Q2 | – | Sell |
-408
| Closed | -$21.9K | – | 476 |
|
|
2024
Q1 | $21.9K | Buy |
+408
| New | +$21.9K | 0.02% | 336 |
|
|
2022
Q2 | – | Sell |
-408
| Closed | -$29K | – | 507 |
|
|
2022
Q1 | $29K | Buy |
408
+21
| +5% | +$1.49K | 0.02% | 331 |
|
|
2021
Q4 | $26K | Buy |
+387
| New | +$26K | 0.02% | 347 |
|