NewSquare Capital’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 | $15.2K | Buy |
223
+66
| +42% | +$4.5K | ﹤0.01% | 545 |
|
|
2025
Q1 | $11.1K | Buy |
157
+135
| +614% | +$9.56K | ﹤0.01% | 516 |
|
|
2024
Q4 | $1.49K | Buy |
+22
| New | +$1.49K | ﹤0.01% | 602 |
|
|
2023
Q2 | – | Sell |
-54
| Closed | -$3.64K | – | 958 |
|
|
2023
Q1 | $3.64K | Buy |
+54
| New | +$3.64K | ﹤0.01% | 493 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 570 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 517 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 448 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 382 |
|