Orion Portfolio Solutions’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.68M | Buy |
23,715
+658
| +3% | +$46.6K | 0.02% | 804 |
|
|
2024
Q4 | $1.56M | Buy |
23,057
+4,001
| +21% | +$270K | 0.02% | 814 |
|
|
2024
Q3 | $1.24M | Sell |
19,056
-692
| -4% | -$45.2K | 0.01% | 931 |
|
|
2024
Q2 | $1.05M | Buy |
19,748
+1,564
| +9% | +$83.5K | 0.01% | 964 |
|
|
2024
Q1 | $977K | Sell |
18,184
-3,111
| -15% | -$167K | 0.01% | 996 |
|
|
2023
Q4 | $1.35M | Buy |
21,295
+1,883
| +10% | +$120K | 0.02% | 810 |
|
|
2023
Q3 | $1.11M | Sell |
19,412
-1,320
| -6% | -$75.5K | 0.01% | 883 |
|
|
2023
Q2 | $1.29M | Sell |
20,732
-467
| -2% | -$29K | 0.01% | 839 |
|
|
2023
Q1 | $1.43M | Buy |
21,199
+7,313
| +53% | +$493K | 0.02% | 731 |
|
|
2022
Q4 | $974K | Buy |
13,886
+1,401
| +11% | +$98.2K | 0.03% | 316 |
|
|
2022
Q3 | $799K | Buy |
12,485
+1,445
| +13% | +$92.5K | 0.03% | 310 |
|
|
2022
Q2 | $781K | Sell |
11,040
-661
| -6% | -$46.8K | 0.03% | 295 |
|
|
2022
Q1 | $844K | Sell |
11,701
-753
| -6% | -$54.3K | 0.03% | 295 |
|
|
2021
Q4 | $843K | Buy |
12,454
+3,229
| +35% | +$219K | 0.03% | 310 |
|
|
2021
Q3 | $577K | Sell |
9,225
-494
| -5% | -$30.9K | 0.02% | 356 |
|
|
2021
Q2 | $640K | Buy |
9,719
+115
| +1% | +$7.57K | 0.03% | 312 |
|
|
2021
Q1 | $639K | Buy |
9,604
+1,253
| +15% | +$83.4K | 0.03% | 273 |
|
|
2020
Q4 | $557K | Buy |
8,351
+248
| +3% | +$16.5K | 0.03% | 282 |
|
|
2020
Q3 | $559K | Buy |
8,103
+274
| +3% | +$18.9K | 0.03% | 248 |
|
|
2020
Q2 | $489K | Sell |
7,829
-600
| -7% | -$37.5K | 0.03% | 243 |
|
|
2020
Q1 | $508K | Buy |
8,429
+317
| +4% | +$19.1K | 0.03% | 202 |
|
|
2019
Q4 | $515K | Buy |
+8,112
| New | +$515K | 0.04% | 203 |
|