Nations Financial Group’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,183
| Closed | -$215K | – | 711 |
|
|
2024
Q4 | $215K | Sell |
3,183
-3,716
| -54% | -$251K | 0.02% | 626 |
|
|
2024
Q3 | $451K | Buy |
6,899
+1,231
| +22% | +$80.4K | 0.03% | 469 |
|
|
2024
Q2 | $303K | Buy |
5,668
+442
| +8% | +$23.6K | 0.02% | 535 |
|
|
2024
Q1 | $281K | Buy |
5,226
+5
| +0.1% | +$269 | 0.02% | 537 |
|
|
2023
Q4 | $323K | Buy |
5,221
+8
| +0.2% | +$495 | 0.03% | 499 |
|
|
2023
Q3 | $298K | Sell |
5,213
-196
| -4% | -$11.2K | 0.03% | 500 |
|
|
2023
Q2 | $336K | Sell |
5,409
-166
| -3% | -$10.3K | 0.03% | 469 |
|
|
2023
Q1 | $376K | Buy |
5,575
+648
| +13% | +$43.7K | 0.04% | 433 |
|
|
2022
Q4 | $345K | Buy |
+4,927
| New | +$345K | 0.04% | 438 |
|