Pathstone Holdings’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 | $6.16M | Buy |
90,457
+7,151
| +9% | +$487K | 0.02% | 478 |
|
|
2025
Q1 | $5.89M | Buy |
83,306
+3,959
| +5% | +$280K | 0.03% | 499 |
|
|
2024
Q4 | $5.36M | Buy |
79,347
+3,674
| +5% | +$248K | 0.02% | 520 |
|
|
2024
Q3 | $4.94M | Buy |
75,673
+6,620
| +10% | +$433K | 0.02% | 551 |
|
|
2024
Q2 | $3.69M | Buy |
69,053
+13,562
| +24% | +$725K | 0.02% | 642 |
|
|
2024
Q1 | $2.98M | Sell |
55,491
-7,474
| -12% | -$402K | 0.01% | 718 |
|
|
2023
Q4 | $3.9M | Buy |
+62,965
| New | +$3.9M | 0.02% | 495 |
|