Keel Point’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 | $361K | Buy |
5,296
+2,188
| +70% | +$149K | 0.02% | 367 |
|
|
2025
Q1 | $220K | Sell |
3,108
-70
| -2% | -$4.96K | 0.02% | 421 |
|
|
2024
Q4 | $215K | Sell |
3,178
-460
| -13% | -$31.1K | 0.02% | 398 |
|
|
2024
Q3 | $238K | Buy |
3,638
+5
| +0.1% | +$326 | 0.02% | 383 |
|
|
2024
Q2 | $217K | Buy |
+3,633
| New | +$217K | 0.02% | 397 |
|
|
2023
Q3 | – | Sell |
-3,850
| Closed | -$239K | – | 331 |
|
|
2023
Q2 | $239K | Buy |
3,850
+485
| +14% | +$30.2K | 0.03% | 283 |
|
|
2023
Q1 | $227K | Buy |
3,365
+116
| +4% | +$7.82K | 0.03% | 275 |
|
|
2022
Q4 | $228K | Buy |
+3,249
| New | +$228K | 0.04% | 256 |
|
|
2022
Q3 | – | Sell |
-2,931
| Closed | -$220K | – | 270 |
|
|
2022
Q2 | $220K | Buy |
2,931
+142
| +5% | +$10.7K | 0.03% | 230 |
|
|
2022
Q1 | $201K | Buy |
+2,789
| New | +$201K | 0.03% | 253 |
|