Great Valley Advisor Group’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 | $871K | Sell |
12,799
-6,465
| -34% | -$440K | 0.02% | 480 |
|
|
2025
Q1 | $1.36M | Buy |
19,264
+2,846
| +17% | +$201K | 0.03% | 382 |
|
|
2024
Q4 | $1.11M | Sell |
16,418
-3,564
| -18% | -$241K | 0.02% | 424 |
|
|
2024
Q3 | $1.3M | Buy |
19,982
+383
| +2% | +$25K | 0.03% | 384 |
|
|
2024
Q2 | $1.05M | Buy |
19,599
+1,970
| +11% | +$105K | 0.03% | 378 |
|
|
2024
Q1 | $948K | Buy |
17,629
+252
| +1% | +$13.5K | 0.03% | 379 |
|
|
2023
Q4 | $1.08M | Buy |
17,377
+5,209
| +43% | +$322K | 0.04% | 329 |
|
|
2023
Q3 | $696K | Sell |
12,168
-444
| -4% | -$25.4K | 0.03% | 377 |
|
|
2023
Q2 | $784K | Sell |
12,612
-491
| -4% | -$30.5K | 0.03% | 348 |
|
|
2023
Q1 | $883K | Buy |
13,103
+16
| +0.1% | +$1.08K | 0.04% | 328 |
|
|
2022
Q4 | $917K | Sell |
13,087
-603
| -4% | -$42.3K | 0.05% | 338 |
|
|
2022
Q3 | $876K | Sell |
13,690
-16
| -0.1% | -$1.02K | 0.05% | 325 |
|
|
2022
Q2 | $970K | Buy |
13,706
+695
| +5% | +$49.2K | 0.05% | 319 |
|
|
2022
Q1 | $937K | Buy |
13,011
+350
| +3% | +$25.2K | 0.05% | 287 |
|
|
2021
Q4 | $855K | Sell |
12,661
-493
| -4% | -$33.3K | 0.05% | 283 |
|
|
2021
Q3 | $822K | Sell |
13,154
-477
| -3% | -$29.8K | 0.06% | 269 |
|
|
2021
Q2 | $898K | Buy |
13,631
+1,045
| +8% | +$68.8K | 0.07% | 253 |
|
|
2021
Q1 | $837K | Sell |
12,586
-1,208
| -9% | -$80.3K | 0.08% | 219 |
|
|
2020
Q4 | $920K | Buy |
13,794
+1,427
| +12% | +$95.2K | 0.1% | 192 |
|
|
2020
Q3 | $853K | Buy |
12,367
+3,713
| +43% | +$256K | 0.1% | 182 |
|
|
2020
Q2 | $541K | Buy |
8,654
+2,041
| +31% | +$128K | 0.09% | 224 |
|
|
2020
Q1 | $399K | Buy |
6,613
+683
| +12% | +$41.2K | 0.11% | 203 |
|
|
2019
Q4 | $377K | Buy |
5,930
+2,458
| +71% | +$156K | 0.08% | 245 |
|
|
2019
Q3 | $225K | Buy |
+3,472
| New | +$225K | 0.05% | 314 |
|