N.E.W. Advisory Services’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 | $191K | Hold |
2,798
| – | – | 0.02% | 190 |
|
|
2025
Q1 | $198K | Buy |
+2,798
| New | +$198K | 0.02% | 204 |
|
|
2023
Q2 | – | Sell |
-4,116
| Closed | -$278K | – | 140 |
|
|
2023
Q1 | $278K | Hold |
4,116
| – | – | 0.04% | 109 |
|
|
2022
Q4 | $289K | Hold |
4,116
| – | – | 0.05% | 106 |
|
|
2022
Q3 | $263K | Hold |
4,116
| – | – | 0.05% | 107 |
|
|
2022
Q2 | $291K | Buy |
+4,116
| New | +$291K | 0.05% | 101 |
|
|
2022
Q1 | – | Sell |
-4,016
| Closed | -$272K | – | 161 |
|
|
2021
Q4 | $272K | Hold |
4,016
| – | – | 0.04% | 120 |
|
|
2021
Q3 | $251K | Buy |
+4,016
| New | +$251K | 0.04% | 117 |
|