Mather Group’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 | $540K | Sell |
7,937
-347
| -4% | -$23.6K | 0.01% | 378 |
|
|
2025
Q1 | $586K | Buy |
8,284
+4,876
| +143% | +$345K | 0.01% | 344 |
|
|
2024
Q4 | $230K | Buy |
3,408
+466
| +16% | +$31.5K | ﹤0.01% | 528 |
|
|
2024
Q3 | $192K | Buy |
2,942
+564
| +24% | +$36.8K | ﹤0.01% | 587 |
|
|
2024
Q2 | $128K | Buy |
2,378
+355
| +18% | +$19.1K | ﹤0.01% | 734 |
|
|
2024
Q1 | $125K | Buy |
+2,023
| New | +$125K | ﹤0.01% | 645 |
|