Oliver Luxxe Assets’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 | $3.9M | Sell |
57,253
-41,468
| -42% | -$2.82M | 0.7% | 57 |
|
|
2025
Q1 | $6.99M | Sell |
98,721
-95,220
| -49% | -$6.74M | 1.3% | 14 |
|
|
2024
Q4 | $12.9M | Buy |
193,941
+98,001
| +102% | +$6.51M | 1.14% | 18 |
|
|
2024
Q3 | $6.26M | Buy |
95,940
+1,519
| +2% | +$99.2K | 1.12% | 22 |
|
|
2024
Q2 | $5.04M | Sell |
94,421
-659
| -0.7% | -$35.2K | 1.07% | 30 |
|
|
2024
Q1 | $5.11M | Buy |
+95,080
| New | +$5.11M | 1.07% | 31 |
|