HUB Investment Partners’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 | $364K | Buy |
5,343
+436
| +9% | +$29.7K | 0.01% | 418 |
|
|
2025
Q1 | $347K | Sell |
4,907
-224
| -4% | -$15.9K | 0.01% | 378 |
|
|
2024
Q4 | $346K | Sell |
5,131
-1,107
| -18% | -$74.7K | 0.01% | 367 |
|
|
2024
Q3 | $407K | Buy |
6,238
+2,415
| +63% | +$158K | 0.02% | 327 |
|
|
2024
Q2 | $204K | Sell |
3,823
-43
| -1% | -$2.3K | 0.01% | 421 |
|
|
2024
Q1 | $208K | Buy |
3,866
+54
| +1% | +$2.9K | 0.01% | 417 |
|
|
2023
Q4 | $236K | Sell |
3,812
-477
| -11% | -$29.5K | 0.02% | 347 |
|
|
2023
Q3 | $245K | Sell |
4,289
-27
| -0.6% | -$1.55K | 0.04% | 212 |
|
|
2023
Q2 | $268K | Buy |
+4,316
| New | +$268K | 0.04% | 197 |
|