Ritholtz Wealth 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 | $338K | Buy |
4,958
+120
| +2% | +$8.17K | 0.01% | 762 |
|
|
2025
Q1 | $342K | Sell |
4,838
-151
| -3% | -$10.7K | 0.01% | 708 |
|
|
2024
Q4 | $337K | Sell |
4,989
-618
| -11% | -$41.7K | 0.01% | 675 |
|
|
2024
Q3 | $366K | Buy |
5,607
+876
| +19% | +$57.2K | 0.01% | 651 |
|
|
2024
Q2 | $253K | Buy |
4,731
+20
| +0.4% | +$1.07K | 0.01% | 692 |
|
|
2024
Q1 | $253K | Buy |
+4,711
| New | +$253K | 0.01% | 683 |
|