Panoramic Investment 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 | – | Sell |
-2,971
| Closed | -$210K | – | 127 |
|
|
2025
Q1 | $210K | Hold |
2,971
| – | – | 0.14% | 111 |
|
|
2024
Q4 | $201K | Buy |
+2,971
| New | +$201K | 0.13% | 114 |
|
|
2024
Q1 | – | Sell |
-3,502
| Closed | -$217K | – | 117 |
|
|
2023
Q4 | $217K | Sell |
3,502
-41
| -1% | -$2.54K | 0.19% | 99 |
|
|
2023
Q3 | $203K | Buy |
+3,543
| New | +$203K | 0.19% | 95 |
|
|
2022
Q4 | $294K | Buy |
+4,189
| New | +$294K | 0.3% | 73 |
|