LVW Advisors’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 | $593K | Buy |
8,709
+15
| +0.2% | +$1.02K | 0.06% | 170 |
|
|
2025
Q1 | $615K | Sell |
8,694
-3,808
| -30% | -$270K | 0.07% | 151 |
|
|
2024
Q4 | $844K | Buy |
12,502
+7,822
| +167% | +$528K | 0.1% | 128 |
|
|
2024
Q3 | $306K | Buy |
+4,680
| New | +$306K | 0.04% | 236 |
|
|
2024
Q1 | – | Sell |
-4,536
| Closed | -$281K | – | 296 |
|
|
2023
Q4 | $281K | Buy |
+4,536
| New | +$281K | 0.05% | 213 |
|