Kovitz Investment Group Partners’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 | $1.88M | Buy |
27,497
+2,590
| +10% | +$177K | 0.01% | 639 |
|
|
2025
Q1 | $1.76M | Sell |
24,907
-1,340
| -5% | -$94.9K | 0.01% | 605 |
|
|
2024
Q4 | $1.77M | Buy |
26,247
+104
| +0.4% | +$7.02K | 0.01% | 596 |
|
|
2024
Q3 | $1.21M | Buy |
26,143
+10,530
| +67% | +$489K | 0.01% | 578 |
|
|
2024
Q2 | $834K | Sell |
15,613
-4,559
| -23% | -$243K | 0.01% | 572 |
|
|
2024
Q1 | $1.08M | Buy |
+20,172
| New | +$1.08M | 0.01% | 393 |
|