InceptionR’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 |
-12,529
| Closed | -$887K | – | 879 |
|
|
2025
Q1 | $887K | Buy |
+12,529
| New | +$887K | 0.27% | 133 |
|
|
2024
Q3 | – | Sell |
-33,758
| Closed | -$1.8M | – | 904 |
|
|
2024
Q2 | $1.8M | Buy |
33,758
+6,003
| +22% | +$321K | 0.51% | 11 |
|
|
2024
Q1 | $1.49M | Buy |
+27,755
| New | +$1.49M | 0.38% | 52 |
|
|
2023
Q3 | – | Sell |
-13,877
| Closed | -$863K | – | 600 |
|
|
2023
Q2 | $863K | Sell |
13,877
-2,877
| -17% | -$179K | 0.46% | 43 |
|
|
2023
Q1 | $1.13M | Buy |
+16,754
| New | +$1.13M | 0.36% | 78 |
|