NovaPoint Capital’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,391
| Closed | -$505K | – | 144 |
|
|
2024
Q1 | $505K | Sell |
9,391
-2,137
| -19% | -$115K | 0.18% | 84 |
|
|
2023
Q4 | $714K | Sell |
11,528
-2,781
| -19% | -$172K | 0.27% | 75 |
|
|
2023
Q3 | $819K | Buy |
14,309
+515
| +4% | +$29.5K | 0.33% | 72 |
|
|
2023
Q2 | $858K | Sell |
13,794
-99
| -0.7% | -$6.16K | 0.32% | 73 |
|
|
2023
Q1 | $937K | Buy |
13,893
+3,073
| +28% | +$207K | 0.38% | 67 |
|
|
2022
Q4 | $759K | Buy |
10,820
+601
| +6% | +$42.1K | 0.33% | 67 |
|
|
2022
Q3 | $654K | Buy |
10,219
+1,656
| +19% | +$106K | 0.3% | 72 |
|
|
2022
Q2 | $606K | Buy |
8,563
+4,304
| +101% | +$305K | 0.26% | 79 |
|
|
2022
Q1 | $307K | Buy |
4,259
+35
| +0.8% | +$2.52K | 0.11% | 106 |
|
|
2021
Q4 | $286K | Buy |
4,224
+521
| +14% | +$35.3K | 0.1% | 108 |
|
|
2021
Q3 | $231K | Buy |
+3,703
| New | +$231K | 0.09% | 118 |
|