Personal CFO Solutions’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 | $403K | Sell |
5,920
-83
| -1% | -$5.65K | 0.07% | 258 |
|
|
2025
Q1 | $425K | Buy |
6,003
+69
| +1% | +$4.89K | 0.09% | 245 |
|
|
2024
Q4 | $401K | Buy |
5,934
+163
| +3% | +$11K | 0.08% | 245 |
|
|
2024
Q3 | $377K | Sell |
5,771
-16
| -0.3% | -$1.05K | 0.05% | 334 |
|
|
2024
Q2 | $309K | Sell |
5,787
-476
| -8% | -$25.4K | 0.05% | 369 |
|
|
2024
Q1 | $337K | Buy |
6,263
+315
| +5% | +$16.9K | 0.05% | 365 |
|
|
2023
Q4 | $368K | Sell |
5,948
-224
| -4% | -$13.9K | 0.06% | 317 |
|
|
2023
Q3 | $353K | Buy |
6,172
+31
| +0.5% | +$1.77K | 0.07% | 288 |
|
|
2023
Q2 | $382K | Buy |
6,141
+162
| +3% | +$10.1K | 0.08% | 269 |
|
|
2023
Q1 | $403K | Buy |
5,979
+134
| +2% | +$9.04K | 0.08% | 239 |
|
|
2022
Q4 | $410K | Buy |
5,845
+500
| +9% | +$35.1K | 0.09% | 218 |
|
|
2022
Q3 | $342K | Buy |
5,345
+245
| +5% | +$15.7K | 0.09% | 228 |
|
|
2022
Q2 | $361K | Buy |
5,100
+470
| +10% | +$33.3K | 0.08% | 223 |
|
|
2022
Q1 | $334K | Buy |
+4,630
| New | +$334K | 0.07% | 291 |
|