LCM 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 | $243K | Buy |
3,572
+147
| +4% | +$10K | 0.13% | 90 |
|
|
2025
Q1 | $242K | Sell |
3,425
-1
| -0% | -$71 | 0.14% | 88 |
|
|
2024
Q4 | $231K | Hold |
3,426
| – | – | 0.13% | 92 |
|
|
2024
Q3 | $224K | Buy |
+3,426
| New | +$224K | 0.13% | 86 |
|
|
2024
Q1 | – | Sell |
-3,466
| Closed | -$215K | – | 96 |
|
|
2023
Q4 | $215K | Sell |
3,466
-73
| -2% | -$4.52K | 0.16% | 83 |
|
|
2023
Q3 | $202K | Buy |
3,539
+1
| +0% | +$57 | 0.17% | 81 |
|
|
2023
Q2 | $220K | Sell |
3,538
-61
| -2% | -$3.79K | 0.18% | 76 |
|
|
2023
Q1 | $243K | Buy |
3,599
+1
| +0% | +$67 | 0.21% | 72 |
|
|
2022
Q4 | $252K | Hold |
3,598
| – | – | 0.25% | 61 |
|
|
2022
Q3 | $230K | Hold |
3,598
| – | – | 0.24% | 65 |
|
|
2022
Q2 | $255K | Buy |
3,598
+77
| +2% | +$5.46K | 0.25% | 60 |
|
|
2022
Q1 | $254K | Buy |
3,521
+44
| +1% | +$3.17K | 0.2% | 74 |
|
|
2021
Q4 | $235K | Buy |
+3,477
| New | +$235K | 0.18% | 80 |
|