Pin Oak 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 | $24K | Hold |
353
| – | – | 0.02% | 264 |
|
|
2025
Q1 | $25K | Hold |
353
| – | – | 0.02% | 252 |
|
|
2024
Q4 | $23K | Hold |
353
| – | – | 0.02% | 260 |
|
|
2024
Q3 | $23K | Hold |
353
| – | – | 0.02% | 263 |
|
|
2024
Q2 | $19K | Hold |
353
| – | – | 0.02% | 270 |
|
|
2024
Q1 | $19K | Hold |
353
| – | – | 0.02% | 274 |
|
|
2023
Q4 | $22K | Hold |
353
| – | – | 0.02% | 254 |
|
|
2023
Q3 | $20K | Hold |
353
| – | – | 0.02% | 253 |
|
|
2023
Q2 | $22K | Hold |
353
| – | – | 0.02% | 241 |
|
|
2023
Q1 | $24K | Hold |
353
| – | – | 0.03% | 219 |
|
|
2022
Q4 | $25K | Hold |
353
| – | – | 0.03% | 202 |
|
|
2022
Q3 | $23K | Hold |
353
| – | – | 0.03% | 202 |
|
|
2022
Q2 | $25K | Hold |
353
| – | – | 0.03% | 209 |
|
|
2022
Q1 | $25K | Buy |
+353
| New | +$25K | 0.03% | 234 |
|