Procyon 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 | $1.6M | Sell |
23,465
-5,172
| -18% | -$352K | 0.15% | 135 |
|
|
2025
Q1 | $2.03M | Buy |
28,637
+20
| +0.1% | +$1.42K | 0.12% | 168 |
|
|
2024
Q4 | $1.93M | Buy |
28,617
+1,845
| +7% | +$125K | 0.12% | 169 |
|
|
2024
Q3 | $1.75M | Buy |
26,772
+276
| +1% | +$18K | 0.12% | 177 |
|
|
2024
Q2 | $1.42M | Buy |
26,496
+3,027
| +13% | +$162K | 0.1% | 187 |
|
|
2024
Q1 | $1.26M | Buy |
23,469
+4,970
| +27% | +$267K | 0.1% | 200 |
|
|
2023
Q4 | $1.15M | Buy |
18,499
+58
| +0.3% | +$3.59K | 0.1% | 195 |
|
|
2023
Q3 | $1.06M | Buy |
18,441
+4,920
| +36% | +$282K | 0.11% | 194 |
|
|
2023
Q2 | $841K | Buy |
13,521
+3,795
| +39% | +$236K | 0.11% | 180 |
|
|
2023
Q1 | $656K | Buy |
+9,726
| New | +$656K | 0.11% | 181 |
|
|
2020
Q3 | – | Sell |
-288
| Closed | -$18K | – | 1072 |
|
|
2020
Q2 | $18K | Buy |
288
+19
| +7% | +$1.19K | 0.01% | 555 |
|
|
2020
Q1 | $16K | Sell |
269
-123
| -31% | -$7.32K | 0.01% | 521 |
|
|
2019
Q4 | $25K | Buy |
+392
| New | +$25K | 0.02% | 456 |
|