Mitchell & Pahl Private Wealth’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 | $1.75M | Buy |
25,647
+831
| +3% | +$56.6K | 0.77% | 50 |
|
|
2025
Q1 | $1.76M | Buy |
24,816
+1,046
| +4% | +$74K | 0.82% | 48 |
|
|
2024
Q4 | $1.6M | Buy |
23,770
+1,451
| +7% | +$98K | 0.75% | 53 |
|
|
2024
Q3 | $1.46M | Buy |
22,319
+2,081
| +10% | +$136K | 0.68% | 54 |
|
|
2024
Q2 | $1.08M | Buy |
20,238
+698
| +4% | +$37.3K | 0.57% | 64 |
|
|
2024
Q1 | $1.05M | Buy |
19,540
+1,919
| +11% | +$103K | 0.55% | 71 |
|
|
2023
Q4 | $1.09M | Sell |
17,621
-175
| -1% | -$10.8K | 0.62% | 60 |
|
|
2023
Q3 | $1.02M | Buy |
17,796
+2,486
| +16% | +$142K | 0.6% | 56 |
|
|
2023
Q2 | $952K | Buy |
15,310
+1,147
| +8% | +$71.3K | 0.57% | 60 |
|
|
2023
Q1 | $955K | Buy |
14,163
+1,133
| +9% | +$76.4K | 0.6% | 59 |
|
|
2022
Q4 | $914K | Buy |
13,030
+796
| +7% | +$55.8K | 0.6% | 61 |
|
|
2022
Q3 | $783K | Buy |
12,234
+1,062
| +10% | +$68K | 0.58% | 62 |
|
|
2022
Q2 | $791K | Buy |
11,172
+1,552
| +16% | +$110K | 0.55% | 68 |
|
|
2022
Q1 | $694K | Buy |
9,620
+1,840
| +24% | +$133K | 0.44% | 81 |
|
|
2021
Q4 | $527K | Buy |
7,780
+857
| +12% | +$58.1K | 0.34% | 96 |
|
|
2021
Q3 | $433K | Buy |
6,923
+223
| +3% | +$13.9K | 0.31% | 98 |
|
|
2021
Q2 | $441K | Buy |
6,700
+791
| +13% | +$52.1K | 0.32% | 98 |
|
|
2021
Q1 | $393K | Buy |
5,909
+1,913
| +48% | +$127K | 0.3% | 104 |
|
|
2020
Q4 | $266K | Buy |
+3,996
| New | +$266K | 0.22% | 123 |
|