Planning Center Inc’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 | $259K | Hold |
3,805
| – | – | 0.03% | 63 |
|
|
2025
Q1 | $269K | Hold |
3,805
| – | – | 0.03% | 58 |
|
|
2024
Q4 | $257K | Hold |
3,805
| – | – | 0.03% | 55 |
|
|
2024
Q3 | $248K | Hold |
3,805
| – | – | 0.03% | 59 |
|
|
2024
Q2 | $203K | Sell |
3,805
-1
| -0% | -$53 | 0.03% | 65 |
|
|
2024
Q1 | $205K | Sell |
3,806
-2
| -0.1% | -$108 | 0.04% | 58 |
|
|
2023
Q4 | $236K | Sell |
3,808
-2,595
| -41% | -$161K | 0.05% | 57 |
|
|
2023
Q3 | $366K | Hold |
6,403
| – | – | 0.1% | 43 |
|
|
2023
Q2 | $398K | Buy |
6,403
+17
| +0.3% | +$1.06K | 0.1% | 39 |
|
|
2023
Q1 | $454K | Hold |
6,386
| – | – | 0.12% | 35 |
|
|
2022
Q4 | $448K | Buy |
6,386
+1,907
| +43% | +$134K | 0.14% | 35 |
|
|
2022
Q3 | $268K | Hold |
4,479
| – | – | 0.21% | 34 |
|
|
2022
Q2 | $318K | Hold |
4,479
| – | – | 0.25% | 32 |
|
|
2022
Q1 | $323K | Hold |
4,479
| – | – | 0.93% | 28 |
|
|
2021
Q4 | $312K | Buy |
+4,479
| New | +$312K | 0.25% | 34 |
|