Lantz 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 | $394K | Buy |
5,780
+77
| +1% | +$5.24K | 0.1% | 162 |
|
|
2025
Q1 | $404K | Buy |
5,703
+66
| +1% | +$4.67K | 0.11% | 155 |
|
|
2024
Q4 | $381K | Sell |
5,637
-631
| -10% | -$42.6K | 0.1% | 162 |
|
|
2024
Q3 | $409K | Buy |
6,268
+14
| +0.2% | +$914 | 0.11% | 155 |
|
|
2024
Q2 | $334K | Buy |
6,254
+2,277
| +57% | +$122K | 0.1% | 155 |
|
|
2024
Q1 | $214K | Hold |
3,977
| – | – | 0.07% | 194 |
|
|
2023
Q4 | $246K | Buy |
+3,977
| New | +$246K | 0.09% | 177 |
|