Great Waters 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 | $921K | Sell |
13,528
-520
| -4% | -$35.4K | 0.12% | 43 |
|
|
2025
Q1 | $994K | Sell |
14,048
-1,286
| -8% | -$91K | 0.14% | 40 |
|
|
2024
Q4 | $1.04M | Sell |
15,334
-981
| -6% | -$66.2K | 0.13% | 43 |
|
|
2024
Q3 | $1.07M | Sell |
16,315
-413
| -2% | -$27K | 0.14% | 43 |
|
|
2024
Q2 | $893K | Sell |
16,728
-6,658
| -28% | -$356K | 0.14% | 45 |
|
|
2024
Q1 | $1.26M | Buy |
23,386
+159
| +0.7% | +$8.55K | 0.21% | 39 |
|
|
2023
Q4 | $1.48M | Sell |
23,227
-48
| -0.2% | -$3.05K | 0.26% | 32 |
|
|
2023
Q3 | $1.33M | Sell |
23,275
-403
| -2% | -$23.1K | 0.26% | 34 |
|
|
2023
Q2 | $1.47M | Sell |
23,678
-1,416
| -6% | -$88K | 0.29% | 34 |
|
|
2023
Q1 | $1.77M | Buy |
25,094
+393
| +2% | +$27.7K | 0.37% | 30 |
|
|
2022
Q4 | $1.69M | Buy |
+24,701
| New | +$1.69M | 0.36% | 30 |
|