Integrated Wealth Concepts’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 | $2.55M | Sell |
37,470
-3,329
| -8% | -$227K | 0.03% | 542 |
|
|
2025
Q1 | $2.89M | Sell |
40,799
-5,534
| -12% | -$392K | 0.03% | 481 |
|
|
2024
Q4 | $3.13M | Buy |
46,333
+28,851
| +165% | +$1.95M | 0.04% | 420 |
|
|
2024
Q3 | $1.14M | Buy |
17,482
+772
| +5% | +$50.4K | 0.01% | 742 |
|
|
2024
Q2 | $893K | Buy |
16,710
+1,913
| +13% | +$102K | 0.01% | 811 |
|
|
2024
Q1 | $795K | Buy |
14,797
+1,193
| +9% | +$64.1K | 0.01% | 854 |
|
|
2023
Q4 | $842K | Buy |
13,604
+1,263
| +10% | +$78.2K | 0.01% | 798 |
|
|
2023
Q3 | $706K | Buy |
12,341
+1,188
| +11% | +$68K | 0.01% | 835 |
|
|
2023
Q2 | $693K | Buy |
11,153
+2,273
| +26% | +$141K | 0.01% | 833 |
|
|
2023
Q1 | $599K | Buy |
+8,880
| New | +$599K | 0.01% | 795 |
|