PSI 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 | – | Sell |
-629
| Closed | -$44.5K | – | 709 |
|
|
2025
Q1 | $44.5K | Sell |
629
-1,000
| -61% | -$70.8K | 0.01% | 250 |
|
|
2024
Q4 | $110K | Hold |
1,629
| – | – | 0.03% | 176 |
|
|
2024
Q3 | $106K | Hold |
1,629
| – | – | 0.03% | 183 |
|
|
2024
Q2 | $87K | Buy |
1,629
+44
| +3% | +$2.35K | 0.03% | 194 |
|
|
2024
Q1 | $85.2K | Hold |
1,585
| – | – | 0.03% | 195 |
|
|
2023
Q4 | $98.1K | Hold |
1,585
| – | – | 0.04% | 180 |
|
|
2023
Q3 | $90.7K | Hold |
1,585
| – | – | 0.04% | 181 |
|
|
2023
Q2 | $98.5K | Hold |
1,585
| – | – | 0.04% | 169 |
|
|
2023
Q1 | $107K | Hold |
1,585
| – | – | 0.05% | 153 |
|
|
2022
Q4 | $111K | Hold |
1,585
| – | – | 0.06% | 145 |
|
|
2022
Q3 | $101K | Hold |
1,585
| – | – | 0.05% | 161 |
|
|
2022
Q2 | $112K | Hold |
1,585
| – | – | 0.06% | 165 |
|
|
2022
Q1 | $114K | Hold |
1,585
| – | – | 0.05% | 186 |
|
|
2021
Q4 | $107K | Hold |
1,585
| – | – | 0.04% | 193 |
|
|
2021
Q3 | $99K | Buy |
+1,585
| New | +$99K | 0.05% | 197 |
|
|
2020
Q1 | – | Sell |
-1,785
| Closed | -$113K | – | 615 |
|
|
2019
Q4 | $113K | Buy |
+1,785
| New | +$113K | 0.07% | 183 |
|