Harbor Investment Advisory’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 | $6.61K | Hold |
97
| – | – | ﹤0.01% | 958 |
|
|
2025
Q1 | $6.87K | Hold |
97
| – | – | ﹤0.01% | 939 |
|
|
2024
Q4 | $6.55K | Hold |
97
| – | – | ﹤0.01% | 930 |
|
|
2024
Q3 | $6.33K | Sell |
97
-3
| -3% | -$196 | ﹤0.01% | 942 |
|
|
2024
Q2 | $5.34K | Buy |
+100
| New | +$5.34K | ﹤0.01% | 960 |
|
|
2023
Q3 | – | Sell |
-1,469
| Closed | -$91.3K | – | 1350 |
|
|
2023
Q2 | $91.3K | Hold |
1,469
| – | – | 0.01% | 525 |
|
|
2023
Q1 | $99.1K | Hold |
1,469
| – | – | 0.01% | 497 |
|
|
2022
Q4 | $103K | Hold |
1,469
| – | – | 0.02% | 484 |
|
|
2022
Q3 | $94K | Sell |
1,469
-32
| -2% | -$2.05K | 0.02% | 488 |
|
|
2022
Q2 | $106K | Buy |
1,501
+58
| +4% | +$4.1K | 0.02% | 490 |
|
|
2022
Q1 | $104K | Buy |
1,443
+33
| +2% | +$2.38K | 0.01% | 529 |
|
|
2021
Q4 | $95K | Hold |
1,410
| – | – | 0.01% | 553 |
|
|
2021
Q3 | $88K | Hold |
1,410
| – | – | 0.01% | 562 |
|
|
2021
Q2 | $93K | Hold |
1,410
| – | – | 0.01% | 527 |
|
|
2021
Q1 | $94K | Hold |
1,410
| – | – | 0.01% | 500 |
|
|
2020
Q4 | $94K | Buy |
1,410
+436
| +45% | +$29.1K | 0.02% | 467 |
|
|
2020
Q3 | $67K | Buy |
974
+947
| +3,507% | +$65.1K | 0.01% | 430 |
|
|
2020
Q2 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 1016 |
|