Midwest Professional Planners Ltd (MPPL)’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 | $873K | Buy |
12,822
+1,858
| +17% | +$127K | 0.23% | 97 |
|
|
2025
Q1 | $776K | Buy |
10,964
+2,055
| +23% | +$145K | 0.24% | 101 |
|
|
2024
Q4 | $602K | Sell |
8,909
-10
| -0.1% | -$675 | 0.18% | 115 |
|
|
2024
Q3 | $582K | Buy |
8,919
+10
| +0.1% | +$653 | 0.18% | 116 |
|
|
2024
Q2 | $476K | Sell |
8,909
-745
| -8% | -$39.8K | 0.16% | 114 |
|
|
2024
Q1 | $519K | Buy |
9,654
+1,189
| +14% | +$63.9K | 0.18% | 105 |
|
|
2023
Q4 | $524K | Buy |
8,465
+482
| +6% | +$29.8K | 0.21% | 91 |
|
|
2023
Q3 | $457K | Buy |
7,983
+395
| +5% | +$22.6K | 0.21% | 91 |
|
|
2023
Q2 | $472K | Buy |
7,588
+461
| +6% | +$28.7K | 0.21% | 89 |
|
|
2023
Q1 | $481K | Buy |
7,127
+218
| +3% | +$14.7K | 0.24% | 86 |
|
|
2022
Q4 | $484K | Buy |
6,909
+195
| +3% | +$13.7K | 0.27% | 82 |
|
|
2022
Q3 | $430K | Buy |
6,714
+426
| +7% | +$27.3K | 0.26% | 82 |
|
|
2022
Q2 | $445K | Buy |
6,288
+200
| +3% | +$14.2K | 0.25% | 79 |
|
|
2022
Q1 | $439K | Buy |
6,088
+219
| +4% | +$15.8K | 0.22% | 85 |
|
|
2021
Q4 | $397K | Buy |
5,869
+257
| +5% | +$17.4K | 0.19% | 90 |
|
|
2021
Q3 | $351K | Buy |
5,612
+9
| +0.2% | +$563 | 0.19% | 96 |
|
|
2021
Q2 | $369K | Sell |
5,603
-4,370
| -44% | -$288K | 0.19% | 92 |
|
|
2021
Q1 | $923K | Buy |
9,973
+4,239
| +74% | +$392K | 0.91% | 28 |
|
|
2020
Q4 | $382K | Sell |
5,734
-5,043
| -47% | -$336K | 0.24% | 79 |
|
|
2020
Q3 | $1.22M | Buy |
10,777
+532
| +5% | +$60.2K | 0.86% | 31 |
|
|
2020
Q2 | $1.09M | Buy |
10,245
+272
| +3% | +$28.8K | 0.85% | 32 |
|
|
2020
Q1 | $923K | Buy |
9,973
+205
| +2% | +$19K | 0.91% | 29 |
|
|
2019
Q4 | $1.11M | Buy |
9,768
+4,255
| +77% | +$485K | 0.91% | 30 |
|
|
2019
Q3 | $358K | Buy |
5,513
+72
| +1% | +$4.68K | 0.32% | 69 |
|
|
2019
Q2 | $324K | Sell |
5,441
-26
| -0.5% | -$1.55K | 0.3% | 72 |
|
|
2019
Q1 | $307K | Sell |
5,467
-28
| -0.5% | -$1.57K | 0.3% | 73 |
|
|
2018
Q4 | $271K | Buy |
5,495
+68
| +1% | +$3.35K | 0.29% | 68 |
|
|
2018
Q3 | $256K | Buy |
5,427
+506
| +10% | +$23.9K | 0.24% | 78 |
|
|
2018
Q2 | $225K | Buy |
4,921
+262
| +6% | +$12K | 0.2% | 88 |
|
|
2018
Q1 | $212K | Sell |
4,659
-114
| -2% | -$5.19K | 0.19% | 92 |
|
|
2017
Q4 | $230K | Buy |
+4,773
| New | +$230K | 0.21% | 86 |
|