Moneta Group Investment Advisors’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 | $252K | Buy |
3,697
+61
| +2% | +$4.15K | ﹤0.01% | 610 |
|
|
2025
Q1 | $257K | Sell |
3,636
-265
| -7% | -$18.8K | ﹤0.01% | 559 |
|
|
2024
Q4 | $263K | Buy |
3,901
+256
| +7% | +$17.3K | ﹤0.01% | 567 |
|
|
2024
Q3 | $238K | Sell |
3,645
-154
| -4% | -$10.1K | ﹤0.01% | 577 |
|
|
2024
Q2 | $203K | Buy |
+3,799
| New | +$203K | ﹤0.01% | 576 |
|
|
2024
Q1 | – | Sell |
-5,040
| Closed | -$312K | – | 635 |
|
|
2023
Q4 | $312K | Buy |
5,040
+551
| +12% | +$34.1K | 0.01% | 437 |
|
|
2023
Q3 | $257K | Buy |
4,489
+1,081
| +32% | +$61.9K | 0.01% | 434 |
|
|
2023
Q2 | $212K | Sell |
3,408
-825
| -19% | -$51.3K | ﹤0.01% | 501 |
|
|
2023
Q1 | $285K | Sell |
4,233
-3,140
| -43% | -$212K | 0.01% | 421 |
|
|
2022
Q4 | $507K | Buy |
+7,373
| New | +$507K | 0.01% | 293 |
|
|
2022
Q2 | – | Sell |
-3,478
| Closed | -$251K | – | 507 |
|
|
2022
Q1 | $251K | Sell |
3,478
-422
| -11% | -$30.5K | 0.01% | 383 |
|
|
2021
Q4 | $264K | Sell |
3,900
-292
| -7% | -$19.8K | 0.01% | 404 |
|
|
2021
Q3 | $262K | Sell |
4,192
-28
| -0.7% | -$1.75K | 0.01% | 386 |
|
|
2021
Q2 | $278K | Buy |
4,220
+10
| +0.2% | +$659 | 0.01% | 379 |
|
|
2021
Q1 | $280K | Sell |
4,210
-290
| -6% | -$19.3K | 0.01% | 348 |
|
|
2020
Q4 | $300K | Buy |
4,500
+1,254
| +39% | +$83.6K | 0.02% | 256 |
|
|
2020
Q3 | $224K | Buy |
+3,246
| New | +$224K | 0.02% | 245 |
|
|
2018
Q1 | – | Sell |
-15
| Closed | -$1K | – | 725 |
|
|
2017
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 438 |
|
|
2015
Q4 | – | Sell |
-254
| Closed | -$9K | – | 428 |
|
|
2015
Q3 | $9K | Buy |
+254
| New | +$9K | ﹤0.01% | 437 |
|