Jump 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 | $9.2M | Buy |
+135,038
| New | +$9.2M | 0.1% | 254 |
|
|
2025
Q1 | – | Sell |
-13,103
| Closed | -$885K | – | 2068 |
|
|
2024
Q4 | $885K | Sell |
13,103
-3,448
| -21% | -$233K | 0.02% | 804 |
|
|
2024
Q3 | $1.08M | Sell |
16,551
-228,374
| -93% | -$14.9M | 0.02% | 762 |
|
|
2024
Q2 | $13.1M | Buy |
244,925
+160,911
| +192% | +$8.59M | 0.26% | 49 |
|
|
2024
Q1 | $4.52M | Buy |
84,014
+29,242
| +53% | +$1.57M | 0.12% | 156 |
|
|
2023
Q4 | $3.39M | Sell |
54,772
-43,593
| -44% | -$2.7M | 0.11% | 198 |
|
|
2023
Q3 | $5.63M | Buy |
+98,365
| New | +$5.63M | 0.21% | 87 |
|
|
2022
Q4 | – | Sell |
-9,333
| Closed | -$597K | – | 2081 |
|
|
2022
Q3 | $597K | Buy |
9,333
+6,336
| +211% | +$405K | 0.02% | 819 |
|
|
2022
Q2 | $212K | Sell |
2,997
-40,109
| -93% | -$2.84M | 0.01% | 1269 |
|
|
2022
Q1 | $3.11M | Buy |
43,106
+39,076
| +970% | +$2.82M | 0.13% | 189 |
|
|
2021
Q4 | $273K | Buy |
+4,030
| New | +$273K | 0.02% | 939 |
|
|
2021
Q1 | – | Sell |
-3,197
| Closed | -$213K | – | 1339 |
|
|
2020
Q4 | $213K | Sell |
3,197
-7,131
| -69% | -$475K | 0.04% | 756 |
|
|
2020
Q3 | $713K | Buy |
+10,328
| New | +$713K | 0.14% | 222 |
|