Pallas Capital Advisors’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 | $1.84M | Sell |
27,036
-584
| -2% | -$39.8K | 0.07% | 208 |
|
|
2025
Q1 | $1.96M | Sell |
27,620
-489
| -2% | -$34.6K | 0.08% | 188 |
|
|
2024
Q4 | $1.9M | Buy |
28,109
+123
| +0.4% | +$8.31K | 0.08% | 159 |
|
|
2024
Q3 | $1.82M | Buy |
27,986
+10,123
| +57% | +$659K | 0.08% | 158 |
|
|
2024
Q2 | $996K | Buy |
17,863
+4,752
| +36% | +$265K | 0.04% | 211 |
|
|
2024
Q1 | $705K | Buy |
13,111
+914
| +7% | +$49.1K | 0.03% | 239 |
|
|
2023
Q4 | $755K | Buy |
12,197
+59
| +0.5% | +$3.65K | 0.04% | 225 |
|
|
2023
Q3 | $713K | Buy |
+12,138
| New | +$713K | 0.04% | 199 |
|