GeoWealth 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 | $207K | Buy |
3,040
+299
| +11% | +$20.4K | 0.01% | 648 |
|
|
2025
Q1 | $194K | Buy |
2,741
+147
| +6% | +$10.4K | 0.01% | 667 |
|
|
2024
Q4 | $175K | Sell |
2,594
-778
| -23% | -$52.5K | 0.01% | 811 |
|
|
2024
Q3 | $220K | Buy |
+3,372
| New | +$220K | 0.01% | 690 |
|
|
2023
Q4 | – | Sell |
-12,123
| Closed | -$694K | – | 731 |
|
|
2023
Q3 | $694K | Buy |
+12,123
| New | +$694K | 0.08% | 175 |
|