Mutual 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 | $226K | Buy |
3,114
+172
| +6% | +$12.5K | 0.01% | 1087 |
|
|
2025
Q1 | $203K | Buy |
+2,942
| New | +$203K | 0.01% | 1027 |
|
|
2024
Q3 | – | Sell |
-3,955
| Closed | -$228K | – | 1164 |
|
|
2024
Q2 | $228K | Sell |
3,955
-1,188
| -23% | -$68.5K | 0.01% | 988 |
|
|
2024
Q1 | $276K | Buy |
5,143
+1,437
| +39% | +$77.2K | 0.01% | 895 |
|
|
2023
Q4 | $229K | Sell |
3,706
-1,022
| -22% | -$63.3K | 0.01% | 915 |
|
|
2023
Q3 | $271K | Buy |
4,728
+1,152
| +32% | +$65.9K | 0.01% | 813 |
|
|
2023
Q2 | $222K | Sell |
3,576
-5,067
| -59% | -$315K | 0.01% | 912 |
|
|
2023
Q1 | $583K | Buy |
8,643
+75
| +0.9% | +$5.06K | 0.02% | 576 |
|
|
2022
Q4 | $601K | Buy |
8,568
+31
| +0.4% | +$2.17K | 0.03% | 540 |
|
|
2022
Q3 | $546K | Buy |
8,537
+1,086
| +15% | +$69.5K | 0.03% | 535 |
|
|
2022
Q2 | $527K | Sell |
7,451
-199
| -3% | -$14.1K | 0.03% | 517 |
|
|
2022
Q1 | $552K | Buy |
7,650
+1
| +0% | +$72 | 0.03% | 544 |
|
|
2021
Q4 | $518K | Buy |
7,649
+1
| +0% | +$68 | 0.03% | 571 |
|
|
2021
Q3 | $478K | Buy |
7,648
+1
| +0% | +$63 | 0.03% | 554 |
|
|
2021
Q2 | $504K | Buy |
7,647
+33
| +0.4% | +$2.18K | 0.03% | 516 |
|
|
2021
Q1 | $506K | Buy |
+7,614
| New | +$506K | 0.03% | 480 |
|