Marks Group Wealth 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 | $494K | Sell |
7,251
-1,223
| -14% | -$83.3K | 0.05% | 225 |
|
|
2025
Q1 | $600K | Buy |
8,474
+37
| +0.4% | +$2.62K | 0.06% | 220 |
|
|
2024
Q4 | $570K | Hold |
8,437
| – | – | 0.06% | 207 |
|
|
2024
Q3 | $551K | Sell |
8,437
-2,378
| -22% | -$155K | 0.05% | 217 |
|
|
2024
Q2 | $578K | Sell |
10,815
-859
| -7% | -$45.9K | 0.06% | 210 |
|
|
2024
Q1 | $627K | Hold |
11,674
| – | – | 0.07% | 204 |
|
|
2023
Q4 | $723K | Hold |
11,674
| – | – | 0.08% | 188 |
|
|
2023
Q3 | $668K | Hold |
11,674
| – | – | 0.08% | 189 |
|
|
2023
Q2 | $726K | Sell |
11,674
-1,664
| -12% | -$103K | 0.09% | 187 |
|
|
2023
Q1 | $900K | Hold |
13,338
| – | – | 0.11% | 171 |
|
|
2022
Q4 | $935K | Buy |
13,338
+841
| +7% | +$59K | 0.13% | 164 |
|
|
2022
Q3 | $800K | Hold |
12,497
| – | – | 0.12% | 173 |
|
|
2022
Q2 | $884K | Buy |
12,497
+1,044
| +9% | +$73.8K | 0.13% | 172 |
|
|
2022
Q1 | $827K | Buy |
11,453
+1,566
| +16% | +$113K | 0.1% | 182 |
|
|
2021
Q4 | $669K | Buy |
9,887
+5,292
| +115% | +$358K | 0.08% | 209 |
|
|
2021
Q3 | $287K | Sell |
4,595
-250
| -5% | -$15.6K | 0.04% | 245 |
|
|
2021
Q2 | $318K | Hold |
4,845
| – | – | 0.04% | 213 |
|
|
2021
Q1 | $322K | Hold |
4,845
| – | – | 0.05% | 207 |
|
|
2020
Q4 | $323K | Hold |
4,845
| – | – | 0.05% | 205 |
|
|
2020
Q3 | $334K | Buy |
4,845
+250
| +5% | +$17.2K | 0.06% | 193 |
|
|
2020
Q2 | $287K | Hold |
4,595
| – | – | 0.06% | 194 |
|
|
2020
Q1 | $277K | Sell |
4,595
-60
| -1% | -$3.62K | 0.07% | 180 |
|
|
2019
Q4 | $296K | Buy |
+4,655
| New | +$296K | 0.06% | 204 |
|