Meeder Advisory Services’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 | $535K | Buy |
7,857
+5
| +0.1% | +$341 | 0.03% | 361 |
|
|
2025
Q1 | $556K | Buy |
7,852
+338
| +4% | +$23.9K | 0.03% | 337 |
|
|
2024
Q4 | $507K | Buy |
7,514
+465
| +7% | +$31.4K | 0.03% | 346 |
|
|
2024
Q3 | $460K | Sell |
7,049
-1,510
| -18% | -$98.6K | 0.03% | 361 |
|
|
2024
Q2 | $457K | Buy |
8,559
+1,935
| +29% | +$103K | 0.03% | 333 |
|
|
2024
Q1 | $356K | Sell |
6,624
-214
| -3% | -$11.5K | 0.04% | 326 |
|
|
2023
Q4 | $423K | Buy |
6,838
+492
| +8% | +$30.5K | 0.05% | 292 |
|
|
2023
Q3 | $363K | Sell |
6,346
-1,862
| -23% | -$107K | 0.05% | 302 |
|
|
2023
Q2 | $510K | Buy |
8,208
+151
| +2% | +$9.39K | 0.06% | 275 |
|
|
2023
Q1 | $543K | Sell |
8,057
-479
| -6% | -$32.3K | 0.06% | 261 |
|
|
2022
Q4 | $598K | Buy |
+8,536
| New | +$598K | 0.08% | 240 |
|