Monetary Management Group’s Xcel Energy XEL Stock Holding History

Monetary Management Group’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$34.1K	Hold	500	–	–	0.01%	277
2025 Q1	$35.4K	Hold	500	–	–	0.01%	268
2024 Q4	$33.8K	Hold	500	–	–	0.01%	275
2024 Q3	$32.7K	Hold	500	–	–	0.01%	277
2024 Q2	$26.7K	Hold	500	–	–	0.01%	286
2024 Q1	$26.9K	Hold	500	–	–	0.01%	283
2023 Q4	$31K	Hold	500	–	–	0.01%	266
2023 Q3	$28.6K	Hold	500	–	–	0.01%	266
2023 Q2	$31.1K	Hold	500	–	–	0.01%	275
2023 Q1	$33.7K	Sell	500 -500	-50%	-$33.7K	0.01%	272
2022 Q4	$70.1K	Hold	1,000	–	–	0.02%	242
2022 Q3	$64K	Hold	1,000	–	–	0.02%	244
2022 Q2	$71K	Hold	1,000	–	–	0.02%	235
2022 Q1	$72K	Hold	1,000	–	–	0.02%	241
2021 Q4	$68K	Hold	1,000	–	–	0.02%	253
2021 Q3	$62K	Buy	1,000 +500	+100%	+$31K	0.02%	252
2021 Q2	$33K	Hold	500	–	–	0.01%	267
2021 Q1	$33K	Hold	500	–	–	0.01%	263
2020 Q4	$33K	Hold	500	–	–	0.01%	253
2020 Q3	$35K	Hold	500	–	–	0.01%	234
2020 Q2	$31K	Hold	500	–	–	0.01%	230
2020 Q1	$30K	Hold	500	–	–	0.01%	218
2019 Q4	$32K	Hold	500	–	–	0.01%	239
2019 Q3	$32K	Hold	500	–	–	0.01%	240
2019 Q2	$30K	Hold	500	–	–	0.01%	247
2019 Q1	$28K	Hold	500	–	–	0.01%	248
2018 Q4	$25K	Hold	500	–	–	0.01%	247
2018 Q3	$24K	Hold	500	–	–	0.01%	266
2018 Q2	$23K	Sell	500 -275	-35%	-$12.7K	0.01%	272
2018 Q1	$35K	Hold	775	–	–	0.01%	252
2017 Q4	$37K	Hold	775	–	–	0.01%	247
2017 Q3	$37K	Hold	775	–	–	0.02%	237
2017 Q2	$36K	Hold	775	–	–	0.01%	242
2017 Q1	$34K	Hold	775	–	–	0.01%	240
2016 Q4	$32K	Sell	775 -100	-11%	-$4.13K	0.01%	251
2016 Q3	$36K	Hold	875	–	–	0.02%	245
2016 Q2	$39K	Hold	875	–	–	0.02%	246
2016 Q1	$37K	Hold	875	–	–	0.02%	246
2015 Q4	$31K	Hold	875	–	–	0.01%	258
2015 Q3	$31K	Hold	875	–	–	0.02%	258
2015 Q2	$28K	Hold	875	–	–	0.01%	285
2015 Q1	$30K	Sell	875 -200	-19%	-$6.86K	0.01%	293
2014 Q4	$39K	Hold	1,075	–	–	0.02%	284
2014 Q3	$33K	Hold	1,075	–	–	0.02%	293
2014 Q2	$35K	Buy	+1,075	New	+$35K	0.02%	288