Harvest Fund 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 | $7.58M | Buy |
110,535
+32,826
| +42% | +$2.25M | 0.36% | 55 |
|
|
2025
Q1 | $5.34M | Buy |
77,709
+36,312
| +88% | +$2.5M | 0.26% | 70 |
|
|
2024
Q4 | $2.77M | Buy |
41,397
+13,763
| +50% | +$921K | 0.13% | 116 |
|
|
2024
Q3 | $1.81M | Buy |
27,634
+10,821
| +64% | +$707K | 0.11% | 130 |
|
|
2024
Q2 | $898K | Buy |
16,813
+466
| +3% | +$24.9K | 0.07% | 181 |
|
|
2024
Q1 | $878K | Buy |
16,347
+11,498
| +237% | +$618K | 0.08% | 160 |
|
|
2023
Q4 | $296K | Buy |
4,849
+509
| +12% | +$31.1K | 0.05% | 182 |
|
|
2023
Q3 | $248K | Buy |
4,340
+1,637
| +61% | +$93.5K | 0.04% | 191 |
|
|
2023
Q2 | $168K | Buy |
2,703
+1,264
| +88% | +$78.6K | 0.03% | 238 |
|
|
2023
Q1 | $97K | Buy |
1,439
+672
| +88% | +$45.3K | 0.02% | 339 |
|
|
2022
Q4 | $54K | Buy |
767
+660
| +617% | +$46.5K | 0.01% | 458 |
|
|
2022
Q3 | $7K | Buy |
+107
| New | +$7K | ﹤0.01% | 697 |
|
|
2020
Q4 | – | Sell |
-373
| Closed | -$26K | – | 669 |
|
|
2020
Q3 | $26K | Buy |
+373
| New | +$26K | ﹤0.01% | 466 |
|