LBP AM’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 | $2.05M | Sell |
30,086
-553
| -2% | -$37.7K | 0.03% | 271 |
|
|
2025
Q1 | $2.17M | Buy |
+30,639
| New | +$2.17M | 0.03% | 265 |
|
|
2024
Q4 | – | Sell |
-68,577
| Closed | -$4.48M | – | 414 |
|
|
2024
Q3 | $4.48M | Sell |
68,577
-18,351
| -21% | -$1.2M | 0.07% | 191 |
|
|
2024
Q2 | $4.64M | Sell |
86,928
-2,733
| -3% | -$146K | 0.19% | 111 |
|
|
2024
Q1 | $4.82M | Buy |
89,661
+82,416
| +1,138% | +$4.43M | 0.19% | 119 |
|
|
2023
Q4 | $449K | Sell |
7,245
-51,014
| -88% | -$3.16M | 0.01% | 400 |
|
|
2023
Q3 | $3.33M | Buy |
58,259
+8,522
| +17% | +$488K | 0.07% | 231 |
|
|
2023
Q2 | $3.09M | Buy |
49,737
+24,141
| +94% | +$1.5M | 0.07% | 204 |
|
|
2023
Q1 | $1.73M | Sell |
25,596
-1,177
| -4% | -$79.4K | 0.04% | 305 |
|
|
2022
Q4 | $1.88M | Buy |
+26,773
| New | +$1.88M | 0.05% | 276 |
|