Independent Advisor Alliance’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 | $740K | Buy |
10,863
+241
| +2% | +$16.4K | 0.02% | 482 |
|
|
2025
Q1 | $752K | Buy |
10,622
+938
| +10% | +$66.4K | 0.02% | 426 |
|
|
2024
Q4 | $654K | Sell |
9,684
-304
| -3% | -$20.5K | 0.01% | 860 |
|
|
2024
Q3 | $652K | Buy |
9,988
+3,052
| +44% | +$199K | 0.02% | 405 |
|
|
2024
Q2 | $370K | Buy |
6,936
+1,423
| +26% | +$76K | 0.01% | 525 |
|
|
2024
Q1 | $296K | Sell |
5,513
-694
| -11% | -$37.3K | 0.01% | 573 |
|
|
2023
Q4 | $384K | Buy |
6,207
+3
| +0% | +$186 | 0.01% | 488 |
|
|
2023
Q3 | $355K | Sell |
6,204
-75
| -1% | -$4.29K | 0.02% | 478 |
|
|
2023
Q2 | $390K | Buy |
6,279
+65
| +1% | +$4.04K | 0.02% | 476 |
|
|
2023
Q1 | $419K | Buy |
+6,214
| New | +$419K | 0.02% | 456 |
|
|
2022
Q4 | – | Sell |
-5,315
| Closed | -$340K | – | 635 |
|
|
2022
Q3 | $340K | Buy |
5,315
+1,112
| +26% | +$71.1K | 0.02% | 458 |
|
|
2022
Q2 | $297K | Sell |
4,203
-1,017
| -19% | -$71.9K | 0.02% | 487 |
|
|
2022
Q1 | $377K | Buy |
5,220
+2,122
| +68% | +$153K | 0.02% | 466 |
|
|
2021
Q4 | $210K | Sell |
3,098
-225
| -7% | -$15.3K | 0.01% | 621 |
|
|
2021
Q3 | $208K | Sell |
3,323
-52
| -2% | -$3.26K | 0.01% | 576 |
|
|
2021
Q2 | $222K | Buy |
+3,375
| New | +$222K | 0.01% | 564 |
|
|
2020
Q3 | – | Sell |
-3,237
| Closed | -$202K | – | 528 |
|
|
2020
Q2 | $202K | Buy |
+3,237
| New | +$202K | 0.02% | 440 |
|