Lindbrook Capital’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $267K | Buy |
3,771
+1,311
| +53% | +$92.8K | 0.02% | 341 |
|
|
2024
Q4 | $166K | Buy |
2,460
+341
| +16% | +$23K | 0.02% | 424 |
|
|
2024
Q3 | $138K | Sell |
2,119
-666
| -24% | -$43.5K | 0.01% | 472 |
|
|
2024
Q2 | $149K | Buy |
2,785
+303
| +12% | +$16.2K | 0.01% | 423 |
|
|
2024
Q1 | $133K | Sell |
2,482
-1,145
| -32% | -$61.5K | 0.01% | 457 |
|
|
2023
Q4 | $225K | Buy |
3,627
+1,326
| +58% | +$82.1K | 0.02% | 325 |
|
|
2023
Q3 | $132K | Buy |
2,301
+221
| +11% | +$12.6K | 0.01% | 403 |
|
|
2023
Q2 | $129K | Sell |
2,080
-42
| -2% | -$2.61K | 0.01% | 425 |
|
|
2023
Q1 | $143K | Buy |
2,122
+607
| +40% | +$40.9K | 0.02% | 390 |
|
|
2022
Q4 | $106K | Sell |
1,515
-86
| -5% | -$6.03K | 0.01% | 465 |
|
|
2022
Q3 | $102K | Buy |
1,601
+278
| +21% | +$17.7K | 0.02% | 425 |
|
|
2022
Q2 | $94K | Buy |
1,323
+72
| +6% | +$5.12K | 0.02% | 456 |
|
|
2022
Q1 | $90K | Buy |
1,251
+38
| +3% | +$2.73K | 0.01% | 496 |
|
|
2021
Q4 | $82K | Sell |
1,213
-70
| -5% | -$4.73K | 0.01% | 554 |
|
|
2021
Q3 | $80K | Buy |
1,283
+32
| +3% | +$2K | 0.02% | 319 |
|
|
2021
Q2 | $82K | Hold |
1,251
| – | – | 0.02% | 343 |
|
|
2021
Q1 | $83K | Buy |
1,251
+26
| +2% | +$1.73K | 0.02% | 309 |
|
|
2020
Q4 | $82K | Hold |
1,225
| – | – | 0.02% | 279 |
|
|
2020
Q3 | $85K | Sell |
1,225
-182
| -13% | -$12.6K | 0.02% | 241 |
|
|
2020
Q2 | $88K | Sell |
1,407
-64
| -4% | -$4K | 0.03% | 234 |
|
|
2020
Q1 | $89K | Sell |
1,471
-237
| -14% | -$14.3K | 0.03% | 203 |
|
|
2019
Q4 | $108K | Sell |
1,708
-20
| -1% | -$1.27K | 0.04% | 233 |
|
|
2019
Q3 | $112K | Hold |
1,728
| – | – | 0.04% | 213 |
|
|
2019
Q2 | $102K | Sell |
1,728
-10
| -0.6% | -$590 | 0.04% | 232 |
|
|
2019
Q1 | $97K | Hold |
1,738
| – | – | 0.04% | 229 |
|
|
2018
Q4 | $85K | Buy |
+1,738
| New | +$85K | 0.04% | 223 |
|