Horizon Investment Services’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 | $294K | Sell |
4,323
-262
| -6% | -$17.8K | 0.13% | 93 |
|
|
2025
Q1 | $325K | Buy |
4,585
+347
| +8% | +$24.6K | 0.16% | 88 |
|
|
2024
Q4 | $286K | Buy |
4,238
+192
| +5% | +$13K | 0.12% | 103 |
|
|
2024
Q3 | $264K | Buy |
+4,046
| New | +$264K | 0.11% | 106 |
|
|
2023
Q3 | – | Sell |
-3,549
| Closed | -$221K | – | 113 |
|
|
2023
Q2 | $221K | Sell |
3,549
-83
| -2% | -$5.16K | 0.13% | 101 |
|
|
2023
Q1 | $245K | Buy |
+3,632
| New | +$245K | 0.16% | 100 |
|
|
2020
Q1 | – | Sell |
-8,114
| Closed | -$515K | – | 112 |
|
|
2019
Q4 | $515K | Sell |
8,114
-851
| -9% | -$54K | 0.34% | 69 |
|
|
2019
Q3 | $582K | Buy |
8,965
+311
| +4% | +$20.2K | 0.39% | 66 |
|
|
2019
Q2 | $515K | Buy |
+8,654
| New | +$515K | 0.35% | 65 |
|