IFS 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 | $65.1K | Sell |
956
-200
| -17% | -$13.6K | 0.05% | 33 |
|
|
2025
Q1 | $81.8K | Hold |
1,156
| – | – | 0.07% | 32 |
|
|
2024
Q4 | $78.1K | Buy |
1,156
+200
| +21% | +$13.5K | 0.06% | 30 |
|
|
2024
Q3 | $62.4K | Hold |
956
| – | – | 0.05% | 27 |
|
|
2024
Q2 | $51.1K | Hold |
956
| – | – | 0.04% | 28 |
|
|
2024
Q1 | $51.4K | Hold |
956
| – | – | 0.04% | 27 |
|
|
2023
Q4 | $59.2K | Hold |
956
| – | – | 0.07% | 24 |
|
|
2023
Q3 | $54.7K | Hold |
956
| – | – | 0.1% | 23 |
|
|
2023
Q2 | $59.4K | Hold |
956
| – | – | 0.15% | 20 |
|
|
2023
Q1 | $64.5K | Hold |
956
| – | – | 0.26% | 17 |
|
|
2022
Q4 | $67K | Hold |
956
| – | – | 0.12% | 18 |
|
|
2022
Q3 | $61K | Hold |
956
| – | – | 0.11% | 18 |
|
|
2022
Q2 | $67K | Hold |
956
| – | – | 0.18% | 16 |
|
|
2022
Q1 | $68K | Hold |
956
| – | – | 0.06% | 21 |
|
|
2021
Q4 | $64K | Buy |
+956
| New | +$64K | 0.05% | 34 |
|
|
2021
Q1 | – | Sell |
-956
| Closed | -$63K | – | 151 |
|
|
2020
Q4 | $63K | Buy |
+956
| New | +$63K | 0.05% | 37 |
|