NVWM LLC’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 | $1.5K | Buy |
22
+12
| +120% | +$817 | ﹤0.01% | 475 |
|
|
2025
Q1 | $708 | Hold |
10
| – | – | ﹤0.01% | 527 |
|
|
2024
Q4 | $675 | Hold |
10
| – | – | ﹤0.01% | 516 |
|
|
2024
Q3 | $653 | Hold |
10
| – | – | ﹤0.01% | 522 |
|
|
2024
Q2 | $534 | Buy |
+10
| New | +$534 | ﹤0.01% | 515 |
|
|
2024
Q1 | – | Sell |
-268
| Closed | -$16.7K | – | 634 |
|
|
2023
Q4 | $16.7K | Sell |
268
-787
| -75% | -$49.1K | 0.01% | 286 |
|
|
2023
Q3 | $60.4K | Buy |
1,055
+2
| +0.2% | +$114 | 0.02% | 221 |
|
|
2023
Q2 | $65.5K | Hold |
1,053
| – | – | 0.02% | 224 |
|
|
2023
Q1 | $71.5K | Buy |
1,053
+29
| +3% | +$1.97K | 0.02% | 232 |
|
|
2022
Q4 | $72.3K | Hold |
1,024
| – | – | 0.03% | 216 |
|
|
2022
Q3 | $66K | Buy |
1,024
+224
| +28% | +$14.4K | 0.03% | 220 |
|
|
2022
Q2 | $57K | Hold |
800
| – | – | 0.02% | 226 |
|
|
2022
Q1 | $58K | Hold |
800
| – | – | 0.02% | 256 |
|
|
2021
Q4 | $54K | Hold |
800
| – | – | 0.02% | 261 |
|
|
2021
Q3 | $50K | Hold |
800
| – | – | 0.02% | 259 |
|
|
2021
Q2 | $53K | Hold |
800
| – | – | 0.02% | 252 |
|
|
2021
Q1 | $53K | Hold |
800
| – | – | 0.02% | 232 |
|
|
2020
Q4 | $54K | Hold |
800
| – | – | 0.02% | 207 |
|
|
2020
Q3 | $55K | Hold |
800
| – | – | 0.03% | 189 |
|
|
2020
Q2 | $50K | Hold |
800
| – | – | 0.03% | 178 |
|
|
2020
Q1 | $49K | Hold |
800
| – | – | 0.03% | 169 |
|
|
2019
Q4 | $51K | Hold |
800
| – | – | 0.03% | 178 |
|
|
2019
Q3 | $52K | Buy |
+800
| New | +$52K | 0.03% | 196 |
|
|
2018
Q3 | – | Sell |
-63
| Closed | -$3K | – | 379 |
|
|
2018
Q2 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 327 |
|