Red Tortoise LLC’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 | $6.47K | Hold |
95
| – | – | ﹤0.01% | 327 |
|
|
2025
Q1 | $6.73K | Hold |
95
| – | – | ﹤0.01% | 301 |
|
|
2024
Q4 | $6.41K | Hold |
95
| – | – | ﹤0.01% | 317 |
|
|
2024
Q3 | $6.2K | Hold |
95
| – | – | ﹤0.01% | 328 |
|
|
2024
Q2 | $5.07K | Hold |
95
| – | – | ﹤0.01% | 345 |
|
|
2024
Q1 | $5.11K | Hold |
95
| – | – | ﹤0.01% | 343 |
|
|
2023
Q4 | $5.88K | Sell |
95
-7
| -7% | -$433 | ﹤0.01% | 272 |
|
|
2023
Q3 | $5.84K | Hold |
102
| – | – | ﹤0.01% | 254 |
|
|
2023
Q2 | $6.34K | Buy |
102
+7
| +7% | +$435 | ﹤0.01% | 247 |
|
|
2023
Q1 | $6.41K | Hold |
95
| – | – | ﹤0.01% | 231 |
|
|
2022
Q4 | $6.66K | Buy |
+95
| New | +$6.66K | ﹤0.01% | 274 |
|
|
2021
Q4 | – | Sell |
-95
| Closed | -$6K | – | 552 |
|
|
2021
Q3 | $6K | Buy |
+95
| New | +$6K | ﹤0.01% | 283 |
|