Key Financial Inc’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 | $1.98K | Hold |
29
| – | – | ﹤0.01% | 1186 |
|
|
2025
Q1 | $2.05K | Hold |
29
| – | – | ﹤0.01% | 1143 |
|
|
2024
Q4 | $1.96K | Hold |
29
| – | – | ﹤0.01% | 1154 |
|
|
2024
Q3 | $1.89K | Hold |
29
| – | – | ﹤0.01% | 1117 |
|
|
2024
Q2 | $1.55K | Buy |
29
+9
| +45% | +$481 | ﹤0.01% | 1135 |
|
|
2024
Q1 | $1.08K | Hold |
20
| – | – | ﹤0.01% | 1177 |
|
|
2023
Q4 | $1.24K | Hold |
20
| – | – | ﹤0.01% | 1154 |
|
|
2023
Q3 | $1.14K | Sell |
20
-69
| -78% | -$3.95K | ﹤0.01% | 1173 |
|
|
2023
Q2 | $5.53K | Buy |
+89
| New | +$5.53K | ﹤0.01% | 903 |
|