Heritage Wealth Advisors’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 | $70.8K | Hold |
1,040
| – | – | ﹤0.01% | 274 |
|
|
2025
Q1 | $73.6K | Hold |
1,040
| – | – | ﹤0.01% | 268 |
|
|
2024
Q4 | $70.2K | Buy |
1,040
+640
| +160% | +$43.2K | ﹤0.01% | 282 |
|
|
2024
Q3 | $26.1K | Hold |
400
| – | – | ﹤0.01% | 376 |
|
|
2024
Q2 | $21.4K | Hold |
400
| – | – | ﹤0.01% | 374 |
|
|
2024
Q1 | $21.5K | Hold |
400
| – | – | ﹤0.01% | 392 |
|
|
2023
Q4 | $24.8K | Buy |
+400
| New | +$24.8K | ﹤0.01% | 391 |
|
|
2021
Q3 | – | Sell |
-975
| Closed | -$64.2K | – | 573 |
|
|
2021
Q2 | $64.2K | Hold |
975
| – | – | ﹤0.01% | 301 |
|
|
2021
Q1 | $64.8K | Hold |
975
| – | – | ﹤0.01% | 306 |
|
|
2020
Q4 | $65K | Buy |
+975
| New | +$65K | ﹤0.01% | 300 |
|