IEQ Capital’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 | $247K | Sell |
3,626
-69,777
| -95% | -$4.75M | ﹤0.01% | 1505 |
|
|
2025
Q1 | $5.2M | Sell |
73,403
-45,250
| -38% | -$3.2M | 0.04% | 334 |
|
|
2024
Q4 | $8.01M | Buy |
118,653
+71,798
| +153% | +$4.85M | 0.08% | 173 |
|
|
2024
Q3 | $3.06M | Buy |
46,855
+22,690
| +94% | +$1.48M | 0.04% | 285 |
|
|
2024
Q2 | $1.29M | Buy |
24,165
+1,473
| +6% | +$78.7K | 0.02% | 426 |
|
|
2024
Q1 | $1.22M | Sell |
22,692
-2,427
| -10% | -$130K | 0.02% | 418 |
|
|
2023
Q4 | $1.56M | Buy |
25,119
+7,263
| +41% | +$450K | 0.03% | 334 |
|
|
2023
Q3 | $1.02M | Buy |
17,856
+5,320
| +42% | +$304K | 0.02% | 399 |
|
|
2023
Q2 | $779K | Buy |
12,536
+465
| +4% | +$28.9K | 0.02% | 451 |
|
|
2023
Q1 | $814K | Buy |
12,071
+2,586
| +27% | +$174K | 0.02% | 441 |
|
|
2022
Q4 | $665K | Sell |
9,485
-5,327
| -36% | -$373K | 0.02% | 442 |
|
|
2022
Q3 | $948K | Buy |
14,812
+7,619
| +106% | +$488K | 0.03% | 378 |
|
|
2022
Q2 | $509K | Buy |
7,193
+839
| +13% | +$59.4K | 0.02% | 468 |
|
|
2022
Q1 | $459K | Buy |
6,354
+1,793
| +39% | +$130K | 0.01% | 526 |
|
|
2021
Q4 | $309K | Buy |
4,561
+862
| +23% | +$58.4K | 0.01% | 584 |
|
|
2021
Q3 | $232K | Buy |
3,699
+452
| +14% | +$28.3K | 0.01% | 631 |
|
|
2021
Q2 | $214K | Buy |
+3,247
| New | +$214K | 0.01% | 572 |
|