Integris Wealth Management’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 | $432K | Buy |
6,340
+17
| +0.3% | +$1.16K | 0.11% | 71 |
|
|
2025
Q1 | $448K | Hold |
6,323
| – | – | 0.13% | 56 |
|
|
2024
Q4 | $427K | Buy |
6,323
+160
| +3% | +$10.8K | 0.12% | 62 |
|
|
2024
Q3 | $402K | Buy |
6,163
+163
| +3% | +$10.6K | 0.11% | 62 |
|
|
2024
Q2 | $320K | Hold |
6,000
| – | – | 0.09% | 69 |
|
|
2024
Q1 | $323K | Hold |
6,000
| – | – | 0.09% | 68 |
|
|
2023
Q4 | $371K | Hold |
6,000
| – | – | 0.11% | 63 |
|
|
2023
Q3 | $343K | Sell |
6,000
-135
| -2% | -$7.73K | 0.11% | 60 |
|
|
2023
Q2 | $381K | Buy |
6,135
+2
| +0% | +$124 | 0.14% | 55 |
|
|
2023
Q1 | $414K | Buy |
6,133
+38
| +0.6% | +$2.56K | 0.15% | 49 |
|
|
2022
Q4 | $427K | Buy |
+6,095
| New | +$427K | 0.17% | 46 |
|