Jefferies Financial Group’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 | $4.36M | Sell |
64,003
-76,285
| -54% | -$5.2M | 0.04% | 232 |
|
|
2025
Q1 | $9.93M | Buy |
140,288
+120,668
| +615% | +$8.54M | 0.09% | 106 |
|
|
2024
Q4 | $1.32M | Buy |
+19,620
| New | +$1.32M | 0.01% | 593 |
|
|
2024
Q3 | – | Sell |
-6,675
| Closed | -$357K | – | 1429 |
|
|
2024
Q2 | $357K | Buy |
+6,675
| New | +$357K | ﹤0.01% | 821 |
|
|
2024
Q1 | – | Sell |
-183,572
| Closed | -$11.4M | – | 1578 |
|
|
2023
Q4 | $11.4M | Buy |
+183,572
| New | +$11.4M | 0.07% | 98 |
|
|
2023
Q3 | – | Sell |
-5,987
| Closed | -$372K | – | 1468 |
|
|
2023
Q2 | $372K | Buy |
+5,987
| New | +$372K | ﹤0.01% | 856 |
|