Lazari Capital Management’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 | $246K | Buy |
3,606
+7
| +0.2% | +$477 | 0.09% | 121 |
|
|
2025
Q1 | $255K | Sell |
3,599
-243
| -6% | -$17.2K | 0.1% | 111 |
|
|
2024
Q4 | $259K | Buy |
3,842
+8
| +0.2% | +$540 | 0.1% | 115 |
|
|
2024
Q3 | $250K | Buy |
3,834
+9
| +0.2% | +$588 | 0.11% | 122 |
|
|
2024
Q2 | $204K | Buy |
3,825
+9
| +0.2% | +$481 | 0.09% | 127 |
|
|
2024
Q1 | $205K | Buy |
3,816
+118
| +3% | +$6.34K | 0.11% | 108 |
|
|
2023
Q4 | $229K | Buy |
3,698
+8
| +0.2% | +$495 | 0.13% | 95 |
|
|
2023
Q3 | $211K | Buy |
3,690
+7
| +0.2% | +$401 | 0.13% | 98 |
|
|
2023
Q2 | $229K | Buy |
+3,683
| New | +$229K | 0.13% | 100 |
|