Kozak & Associates’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 | $266K | Buy |
3,918
+29
| +0.7% | +$1.97K | 0.05% | 68 |
|
|
2025
Q1 | $275K | Sell |
3,889
-230
| -6% | -$16.3K | 0.07% | 59 |
|
|
2024
Q4 | $275K | Buy |
4,119
+84
| +2% | +$5.6K | 0.06% | 67 |
|
|
2024
Q3 | $258K | Sell |
4,035
-215
| -5% | -$13.8K | 0.06% | 70 |
|
|
2024
Q2 | $224K | Hold |
4,250
| – | – | 0.06% | 72 |
|
|
2024
Q1 | $237K | Buy |
4,250
+56
| +1% | +$3.13K | 0.06% | 74 |
|
|
2023
Q4 | $255K | Sell |
4,194
-1,886
| -31% | -$115K | 0.08% | 68 |
|
|
2023
Q3 | $349K | Buy |
6,080
+71
| +1% | +$4.07K | 0.13% | 55 |
|
|
2023
Q2 | $378K | Buy |
6,009
+20
| +0.3% | +$1.26K | 0.15% | 57 |
|
|
2023
Q1 | $404K | Buy |
5,989
+20
| +0.3% | +$1.35K | 0.18% | 56 |
|
|
2022
Q4 | $419K | Buy |
5,969
+21
| +0.4% | +$1.47K | 0.21% | 44 |
|
|
2022
Q3 | $356K | Buy |
5,948
+770
| +15% | +$46.1K | 0.22% | 47 |
|
|
2022
Q2 | $366K | Buy |
5,178
+17
| +0.3% | +$1.2K | 0.24% | 44 |
|
|
2022
Q1 | $362K | Hold |
5,161
| – | – | 0.23% | 52 |
|
|
2021
Q4 | $362K | Buy |
5,161
+12
| +0.2% | +$842 | 0.23% | 52 |
|
|
2021
Q3 | $331K | Buy |
+5,149
| New | +$331K | 0.2% | 53 |
|