Larson Financial Group’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 | $4.38M | Buy |
64,281
+10,168
| +19% | +$692K | 0.18% | 117 |
|
|
2025
Q1 | $3.83M | Sell |
54,113
-14,288
| -21% | -$1.01M | 0.18% | 105 |
|
|
2024
Q4 | $4.62M | Buy |
68,401
+56,864
| +493% | +$3.84M | 0.24% | 85 |
|
|
2024
Q3 | $753K | Buy |
11,537
+2,078
| +22% | +$136K | 0.04% | 263 |
|
|
2024
Q2 | $505K | Buy |
9,459
+6,232
| +193% | +$333K | 0.03% | 272 |
|
|
2024
Q1 | $173K | Sell |
3,227
-182
| -5% | -$9.78K | 0.01% | 443 |
|
|
2023
Q4 | $211K | Sell |
3,409
-612
| -15% | -$37.9K | 0.02% | 340 |
|
|
2023
Q3 | $230K | Sell |
4,021
-619
| -13% | -$35.4K | 0.02% | 297 |
|
|
2023
Q2 | $288K | Sell |
4,640
-621
| -12% | -$38.6K | 0.03% | 259 |
|
|
2023
Q1 | $355K | Buy |
5,261
+7
| +0.1% | +$472 | 0.04% | 240 |
|
|
2022
Q4 | $368K | Buy |
5,254
+7
| +0.1% | +$491 | 0.04% | 232 |
|
|
2022
Q3 | $336K | Buy |
5,247
+6
| +0.1% | +$384 | 0.05% | 210 |
|
|
2022
Q2 | $371K | Buy |
5,241
+25
| +0.5% | +$1.77K | 0.06% | 123 |
|
|
2022
Q1 | $376K | Buy |
5,216
+6
| +0.1% | +$433 | 0.06% | 133 |
|
|
2021
Q4 | $353K | Buy |
5,210
+5,084
| +4,035% | +$344K | 0.06% | 146 |
|
|
2021
Q3 | $8K | Hold |
126
| – | – | ﹤0.01% | 642 |
|
|
2021
Q2 | $8K | Buy |
126
+1
| +0.8% | +$63 | ﹤0.01% | 599 |
|
|
2021
Q1 | $8K | Buy |
125
+122
| +4,067% | +$7.81K | ﹤0.01% | 590 |
|
|
2020
Q4 | $0 | Sell |
3
-5
| -63% | – | ﹤0.01% | 862 |
|
|
2020
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 697 |
|