Raleigh Capital Management’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
$1.77M Buy
25,975
+879
+4% +$59.9K 0.74% 40
2025
Q1
$1.78M Buy
25,096
+131
+0.5% +$9.27K 0.8% 35
2024
Q4
$1.69M Sell
24,965
-145
-0.6% -$9.79K 0.65% 41
2024
Q3
$1.64M Buy
25,110
+4,760
+23% +$311K 0.63% 43
2024
Q2
$1.09M Buy
20,350
+6,943
+52% +$371K 0.46% 66
2024
Q1
$721K Sell
13,407
-2,053
-13% -$110K 0.31% 99
2023
Q4
$957K Buy
15,460
+11,264
+268% +$697K 0.44% 69
2023
Q3
$240K Buy
+4,196
New +$240K 0.12% 154