Morningstar Investment 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 | $203K | Buy |
+2,985
| New | +$203K | 0.02% | 204 |
|
|
2025
Q1 | – | Sell |
-3,274
| Closed | -$221K | – | 215 |
|
|
2024
Q4 | $221K | Hold |
3,274
| – | – | 0.02% | 198 |
|
|
2024
Q3 | $206K | Buy |
+3,274
| New | +$206K | 0.02% | 209 |
|
|
2024
Q1 | – | Sell |
-3,284
| Closed | -$203K | – | 208 |
|
|
2023
Q4 | $203K | Buy |
+3,284
| New | +$203K | 0.02% | 196 |
|
|
2023
Q3 | – | Sell |
-3,268
| Closed | -$203K | – | 178 |
|
|
2023
Q2 | $203K | Buy |
+3,268
| New | +$203K | 0.03% | 169 |
|