Principal Street 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 | $7.04M | Buy |
103,360
+7,779
| +8% | +$530K | 0.69% | 36 |
|
2025
Q1 | $6.77M | Buy |
95,581
+2,590
| +3% | +$183K | 1.26% | 19 |
|
2024
Q4 | $6.28M | Buy |
92,991
+814
| +0.9% | +$55K | 1.23% | 27 |
|
2024
Q3 | $6.01M | Sell |
92,177
-27,733
| -23% | -$1.81M | 0.98% | 33 |
|
2024
Q2 | $6.4M | Buy |
119,910
+90,070
| +302% | +$4.81M | 1.15% | 40 |
|
2024
Q1 | $1.65M | Buy |
+29,840
| New | +$1.65M | 0.31% | 62 |
|
2020
Q1 | – | Sell |
-14,101
| Closed | -$895K | – | 199 |
|
2019
Q4 | $895K | Buy |
14,101
+5,581
| +66% | +$354K | 0.2% | 88 |
|
2019
Q3 | $553K | Buy |
+8,520
| New | +$553K | 0.14% | 98 |
|