HB 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 | $1.09M | Sell |
16,059
-1,785
| -10% | -$122K | 0.01% | 498 |
|
|
2025
Q1 | $1.26M | Buy |
17,844
+2,771
| +18% | +$196K | 0.01% | 476 |
|
|
2024
Q4 | $1.02M | Buy |
15,073
+5,213
| +53% | +$352K | 0.01% | 410 |
|
|
2024
Q3 | $644K | Buy |
9,860
+843
| +9% | +$55K | 0.01% | 503 |
|
|
2024
Q2 | $482K | Buy |
9,017
+3,622
| +67% | +$193K | 0.01% | 549 |
|
|
2024
Q1 | $290K | Sell |
5,395
-10,070
| -65% | -$541K | ﹤0.01% | 668 |
|
|
2023
Q4 | $957K | Buy |
15,465
+3,280
| +27% | +$203K | 0.01% | 326 |
|
|
2023
Q3 | $697K | Buy |
12,185
+3,488
| +40% | +$200K | 0.01% | 355 |
|
|
2023
Q2 | $541K | Buy |
8,697
+231
| +3% | +$14.4K | 0.01% | 397 |
|
|
2023
Q1 | $571K | Buy |
8,466
+2,363
| +39% | +$159K | 0.01% | 383 |
|
|
2022
Q4 | $428K | Sell |
6,103
-140
| -2% | -$9.82K | 0.01% | 430 |
|
|
2022
Q3 | $400K | Buy |
6,243
+814
| +15% | +$52.2K | 0.01% | 380 |
|
|
2022
Q2 | $384K | Sell |
5,429
-212
| -4% | -$15K | 0.01% | 391 |
|
|
2022
Q1 | $407K | Buy |
5,641
+1,635
| +41% | +$118K | 0.01% | 383 |
|
|
2021
Q4 | $271K | Buy |
+4,006
| New | +$271K | 0.01% | 408 |
|