Merit Financial 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 | $1.47M | Buy |
21,647
+996
| +5% | +$67.8K | 0.02% | 627 |
|
|
2025
Q1 | $1.46M | Buy |
20,651
+3,543
| +21% | +$251K | 0.02% | 519 |
|
|
2024
Q4 | $1.16M | Buy |
17,108
+13,615
| +390% | +$919K | 0.02% | 473 |
|
|
2024
Q3 | $228K | Sell |
3,493
-5,226
| -60% | -$341K | 0.01% | 754 |
|
|
2024
Q2 | $466K | Buy |
8,719
+3,435
| +65% | +$183K | 0.01% | 591 |
|
|
2024
Q1 | $287K | Buy |
5,284
+1,881
| +55% | +$102K | 0.01% | 725 |
|
|
2023
Q4 | $211K | Buy |
+3,403
| New | +$211K | 0.01% | 717 |
|