Mount Yale 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 | $417K | Buy |
6,122
+1,767
| +41% | +$120K | 0.03% | 381 |
|
|
2025
Q1 | $308K | Sell |
4,355
-321
| -7% | -$22.7K | 0.03% | 426 |
|
|
2024
Q4 | $316K | Buy |
4,676
+711
| +18% | +$48K | 0.03% | 429 |
|
|
2024
Q3 | $259K | Hold |
3,965
| – | – | 0.02% | 478 |
|
|
2024
Q2 | $212K | Buy |
+3,965
| New | +$212K | 0.02% | 510 |
|
|
2018
Q4 | – | Sell |
-300
| Closed | -$15K | – | 796 |
|
|
2018
Q3 | $15K | Sell |
300
-1,600
| -84% | -$80K | ﹤0.01% | 824 |
|
|
2018
Q2 | $87K | Hold |
1,900
| – | – | 0.02% | 507 |
|
|
2018
Q1 | $86K | Buy |
+1,900
| New | +$86K | 0.02% | 499 |
|