NBC Securities’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 | $3.25M | Buy |
47,671
+1,235
| +3% | +$84.1K | 0.26% | 87 |
|
2025
Q1 | $3.29M | Buy |
46,436
+46,433
| +1,547,767% | +$3.29M | 0.28% | 84 |
|
2024
Q4 | $214 | Sell |
3
-3,511
| -100% | -$250K | 0.02% | 729 |
|
2024
Q3 | $229K | Sell |
3,514
-590
| -14% | -$38.4K | 0.02% | 747 |
|
2024
Q2 | $219K | Sell |
4,104
-330
| -7% | -$17.6K | 0.02% | 726 |
|
2024
Q1 | $238K | Sell |
4,434
-2,797
| -39% | -$150K | 0.02% | 679 |
|
2023
Q4 | $447K | Buy |
7,231
+370
| +5% | +$22.9K | 0.05% | 451 |
|
2023
Q3 | $392K | Buy |
+6,861
| New | +$392K | 0.04% | 460 |
|