HHM 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 | – | Sell |
-12
| Closed | -$850 | – | 948 |
|
|
2025
Q1 | $850 | Buy |
12
+1
| +9% | +$71 | ﹤0.01% | 851 |
|
|
2024
Q4 | $743 | Buy |
+11
| New | +$743 | ﹤0.01% | 883 |
|
|
2024
Q3 | – | Sell |
-16
| Closed | -$855 | – | 839 |
|
|
2024
Q2 | $855 | Buy |
+16
| New | +$855 | ﹤0.01% | 743 |
|
|
2023
Q2 | – | Sell |
-36
| Closed | -$2.43K | – | 859 |
|
|
2023
Q1 | $2.43K | Hold |
36
| – | – | ﹤0.01% | 713 |
|
|
2022
Q4 | $2.52K | Buy |
+36
| New | +$2.52K | ﹤0.01% | 586 |
|
|
2022
Q3 | – | Sell |
-362
| Closed | -$26K | – | 825 |
|
|
2022
Q2 | $26K | Buy |
+362
| New | +$26K | 0.01% | 390 |
|