Machina 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
Q2 | $2.21M | Buy |
+32,511
| New | +$2.21M | 0.46% | 78 |
|
|
2025
Q1 | – | Sell |
-4,125
| Closed | -$279K | – | 391 |
|
|
2024
Q4 | $279K | Sell |
4,125
-20,396
| -83% | -$1.38M | 0.12% | 225 |
|
|
2024
Q3 | $1.6M | Buy |
24,521
+2,897
| +13% | +$189K | 0.64% | 42 |
|
|
2024
Q2 | $1.15M | Sell |
21,624
-13,042
| -38% | -$697K | 0.52% | 67 |
|
|
2024
Q1 | $1.86M | Buy |
+34,666
| New | +$1.86M | 0.98% | 12 |
|
|
2022
Q2 | – | Sell |
-3,055
| Closed | -$220K | – | 185 |
|
|
2022
Q1 | $220K | Sell |
3,055
-1,845
| -38% | -$133K | 0.48% | 106 |
|
|
2021
Q4 | $332K | Buy |
+4,900
| New | +$332K | 0.8% | 57 |
|
|
2019
Q3 | – | Sell |
-3,948
| Closed | -$235K | – | 520 |
|
|
2019
Q2 | $235K | Sell |
3,948
-16,215
| -80% | -$965K | 0.09% | 245 |
|
|
2019
Q1 | $1.13M | Buy |
20,163
+6,279
| +45% | +$353K | 0.45% | 79 |
|
|
2018
Q4 | $684K | Buy |
+13,884
| New | +$684K | 0.45% | 90 |
|