Intrua Financial’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 | $374K | Buy |
5,489
+301
| +6% | +$20.5K | 0.05% | 255 |
|
|
2025
Q1 | $367K | Hold |
5,188
| – | – | 0.05% | 245 |
|
|
2024
Q4 | $350K | Sell |
5,188
-5,561
| -52% | -$375K | 0.05% | 251 |
|
|
2024
Q3 | $702K | Buy |
10,749
+4,770
| +80% | +$311K | 0.1% | 158 |
|
|
2024
Q2 | $319K | Buy |
5,979
+1,577
| +36% | +$84.2K | 0.05% | 293 |
|
|
2024
Q1 | $237K | Sell |
4,402
-103
| -2% | -$5.54K | 0.03% | 367 |
|
|
2023
Q4 | $279K | Buy |
4,505
+974
| +28% | +$60.3K | 0.04% | 327 |
|
|
2023
Q3 | $202K | Buy |
3,531
+185
| +6% | +$10.6K | 0.03% | 337 |
|
|
2023
Q2 | $208K | Buy |
+3,346
| New | +$208K | 0.04% | 345 |
|
|
2022
Q2 | – | Sell |
-2,918
| Closed | -$211K | – | 396 |
|
|
2022
Q1 | $211K | Buy |
+2,918
| New | +$211K | 0.04% | 357 |
|
|
2021
Q1 | – | Sell |
-7,626
| Closed | -$508K | – | 302 |
|
|
2020
Q4 | $508K | Buy |
7,626
+128
| +2% | +$8.53K | 0.23% | 91 |
|
|
2020
Q3 | $555K | Sell |
7,498
-3,968
| -35% | -$294K | 0.27% | 79 |
|
|
2020
Q2 | $817K | Buy |
+11,466
| New | +$817K | 0.31% | 74 |
|