Integrated Advisors Network’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 | $220K | Sell |
3,233
-38,305
| -92% | -$2.61M | 0.01% | 698 |
|
|
2025
Q1 | $2.94M | Buy |
+41,538
| New | +$2.94M | 0.15% | 155 |
|
|
2023
Q2 | – | Sell |
-54,823
| Closed | -$3.7M | – | 715 |
|
|
2023
Q1 | $3.7M | Sell |
54,823
-15,156
| -22% | -$1.02M | 0.22% | 120 |
|
|
2022
Q4 | $4.91M | Buy |
69,979
+5,654
| +9% | +$396K | 0.32% | 91 |
|
|
2022
Q3 | $4.12M | Sell |
64,325
-2,315
| -3% | -$148K | 0.28% | 92 |
|
|
2022
Q2 | $4.72M | Buy |
66,640
+2,841
| +4% | +$201K | 0.31% | 90 |
|
|
2022
Q1 | $4.6M | Buy |
+63,799
| New | +$4.6M | 0.27% | 90 |
|
|
2021
Q1 | – | Sell |
-33,201
| Closed | -$2.21M | – | 581 |
|
|
2020
Q4 | $2.21M | Sell |
33,201
-58
| -0.2% | -$3.87K | 0.24% | 119 |
|
|
2020
Q3 | $2.3M | Sell |
33,259
-70
| -0.2% | -$4.83K | 0.29% | 97 |
|
|
2020
Q2 | $2.08M | Buy |
+33,329
| New | +$2.08M | 0.24% | 117 |
|