&Partners’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
$8.32M Buy
122,207
+9,891
+9% +$673K 0.06% 265
2025
Q1
$7.84M Buy
112,316
+5,170
+5% +$361K 0.08% 225
2024
Q4
$7.15M Buy
107,146
+40,436
+61% +$2.7M 0.09% 227
2024
Q3
$4.35M Buy
66,710
+39,381
+144% +$2.57M 0.08% 225
2024
Q2
$1.45M Buy
27,329
+21,317
+355% +$1.13M 0.06% 257
2024
Q1
$323K Buy
+6,012
New +$323K 0.04% 347