MCF 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 | $18.5K | Hold |
270
| – | – | ﹤0.01% | 566 |
|
|
2025
Q1 | $19.2K | Sell |
270
-323
| -54% | -$23K | ﹤0.01% | 559 |
|
|
2024
Q4 | $40K | Buy |
593
+504
| +566% | +$34K | ﹤0.01% | 441 |
|
|
2024
Q3 | $5.81K | Hold |
89
| – | – | ﹤0.01% | 728 |
|
|
2024
Q2 | $4.75K | Hold |
89
| – | – | ﹤0.01% | 739 |
|
|
2024
Q1 | $4.78K | Buy |
89
+50
| +128% | +$2.69K | ﹤0.01% | 727 |
|
|
2023
Q4 | $2.42K | Hold |
39
| – | – | ﹤0.01% | 758 |
|
|
2023
Q3 | $2.23K | Hold |
39
| – | – | ﹤0.01% | 751 |
|
|
2023
Q2 | $2.43K | Hold |
39
| – | – | ﹤0.01% | 693 |
|
|
2023
Q1 | $2.63K | Hold |
39
| – | – | ﹤0.01% | 677 |
|
|
2022
Q4 | $2.73K | Hold |
39
| – | – | ﹤0.01% | 647 |
|
|
2022
Q3 | $2K | Hold |
39
| – | – | ﹤0.01% | 703 |
|
|
2022
Q2 | $3K | Hold |
39
| – | – | ﹤0.01% | 607 |
|
|
2022
Q1 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 620 |
|
|
2021
Q4 | – | Sell |
-54
| Closed | -$3K | – | 705 |
|
|
2021
Q3 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 588 |
|
|
2018
Q2 | – | Sell |
-25
| Closed | -$1K | – | 501 |
|
|
2018
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 456 |
|
|
2017
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 468 |
|
|
2017
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 496 |
|
|
2017
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 487 |
|
|
2014
Q4 | – | Sell |
-1,000
| Closed | -$30K | – | 444 |
|
|
2014
Q3 | $30K | Hold |
1,000
| – | – | 0.01% | 215 |
|
|
2014
Q2 | $30K | Sell |
1,000
-794
| -44% | -$23.8K | 0.01% | 212 |
|
|
2014
Q1 | $54K | Buy |
1,794
+8
| +0.4% | +$241 | 0.02% | 179 |
|
|
2013
Q4 | $54K | Buy |
1,786
+7
| +0.4% | +$212 | 0.02% | 165 |
|
|
2013
Q3 | $54K | Buy |
1,779
+8
| +0.5% | +$243 | 0.03% | 166 |
|
|
2013
Q2 | $54K | Buy |
+1,771
| New | +$54K | 0.03% | 156 |
|