Meritage Group’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,666
| Closed | -$305K | – | 76 |
|
|
2024
Q1 | $305K | Buy |
5,666
+1,397
| +33% | +$75.2K | 0.01% | 31 |
|
|
2023
Q4 | $264K | Sell |
4,269
-412
| -9% | -$25.5K | 0.01% | 43 |
|
|
2023
Q3 | $268K | Buy |
4,681
+1,210
| +35% | +$69.3K | 0.01% | 32 |
|
|
2023
Q2 | $216K | Buy |
3,471
+222
| +7% | +$13.8K | 0.01% | 47 |
|
|
2023
Q1 | $219K | Sell |
3,249
-167
| -5% | -$11.3K | 0.01% | 44 |
|
|
2022
Q4 | $239K | Buy |
+3,416
| New | +$239K | 0.01% | 21 |
|