MV Capital 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 | $14.8K | Sell |
218
-2
| -0.9% | -$136 | ﹤0.01% | 479 |
|
|
2025
Q1 | $15.6K | Sell |
220
-14
| -6% | -$991 | ﹤0.01% | 462 |
|
|
2024
Q4 | $15.8K | Buy |
234
+25
| +12% | +$1.69K | ﹤0.01% | 467 |
|
|
2024
Q3 | $13.6K | Buy |
209
+21
| +11% | +$1.37K | ﹤0.01% | 495 |
|
|
2024
Q2 | $10K | Sell |
188
-146
| -44% | -$7.8K | ﹤0.01% | 520 |
|
|
2024
Q1 | $18K | Sell |
334
-44
| -12% | -$2.37K | ﹤0.01% | 440 |
|
|
2023
Q4 | $23.4K | Buy |
378
+63
| +20% | +$3.9K | ﹤0.01% | 400 |
|
|
2023
Q3 | $18K | Sell |
315
-164
| -34% | -$9.38K | ﹤0.01% | 410 |
|
|
2023
Q2 | $29.8K | Buy |
479
+48
| +11% | +$2.98K | ﹤0.01% | 355 |
|
|
2023
Q1 | $29.1K | Buy |
431
+86
| +25% | +$5.8K | ﹤0.01% | 345 |
|
|
2022
Q4 | $24.2K | Buy |
345
+100
| +41% | +$7.01K | ﹤0.01% | 314 |
|
|
2022
Q3 | $16K | Buy |
245
+78
| +47% | +$5.09K | ﹤0.01% | 377 |
|
|
2022
Q2 | $12K | Sell |
167
-8
| -5% | -$575 | ﹤0.01% | 408 |
|
|
2022
Q1 | $13K | Buy |
175
+60
| +52% | +$4.46K | ﹤0.01% | 409 |
|
|
2021
Q4 | $8K | Sell |
115
-5
| -4% | -$348 | ﹤0.01% | 519 |
|
|
2021
Q3 | $8K | Buy |
120
+32
| +36% | +$2.13K | ﹤0.01% | 490 |
|
|
2021
Q2 | $6K | Buy |
88
+73
| +487% | +$4.98K | ﹤0.01% | 474 |
|
|
2021
Q1 | $1K | Sell |
15
-279
| -95% | -$18.6K | ﹤0.01% | 445 |
|
|
2020
Q4 | $20K | Buy |
+294
| New | +$20K | ﹤0.01% | 212 |
|