Modern Wealth Management’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 | $595K | Buy |
8,733
+227
| +3% | +$15.5K | 0.01% | 443 |
|
|
2025
Q1 | $602K | Buy |
8,506
+259
| +3% | +$18.3K | 0.02% | 382 |
|
|
2024
Q4 | $557K | Buy |
8,247
+398
| +5% | +$26.9K | 0.02% | 345 |
|
|
2024
Q3 | $513K | Buy |
7,849
+66
| +0.8% | +$4.31K | 0.03% | 249 |
|
|
2024
Q2 | $416K | Buy |
7,783
+380
| +5% | +$20.3K | 0.03% | 255 |
|
|
2024
Q1 | $398K | Buy |
7,403
+640
| +9% | +$34.4K | 0.04% | 203 |
|
|
2023
Q4 | $419K | Buy |
+6,763
| New | +$419K | 0.05% | 107 |
|