Mosaic Family Wealth Partners’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 | $714K | Hold |
10,479
| – | – | 0.09% | 103 |
|
|
2025
Q1 | $742K | Sell |
10,479
-500
| -5% | -$35.4K | 0.11% | 101 |
|
|
2024
Q4 | $741K | Buy |
10,979
+337
| +3% | +$22.8K | 0.11% | 94 |
|
|
2024
Q3 | $695K | Buy |
10,642
+163
| +2% | +$10.6K | 0.1% | 97 |
|
|
2024
Q2 | $560K | Hold |
10,479
| – | – | 0.09% | 111 |
|
|
2024
Q1 | $563K | Sell |
10,479
-25
| -0.2% | -$1.34K | 0.09% | 111 |
|
|
2023
Q4 | $650K | Buy |
10,504
+25
| +0.2% | +$1.55K | 0.11% | 95 |
|
|
2023
Q3 | $600K | Hold |
10,479
| – | – | 0.12% | 93 |
|
|
2023
Q2 | $651K | Hold |
10,479
| – | – | 0.13% | 89 |
|
|
2023
Q1 | $707K | Hold |
10,479
| – | – | 0.15% | 84 |
|
|
2022
Q4 | $735K | Buy |
+10,479
| New | +$735K | 0.21% | 76 |
|