Romano Brothers & Co’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 | $485K | Buy |
7,124
+362
| +5% | +$24.7K | 0.06% | 218 |
|
|
2025
Q1 | $479K | Hold |
6,762
| – | – | 0.06% | 219 |
|
|
2024
Q4 | $457K | Sell |
6,762
-100
| -1% | -$6.75K | 0.06% | 219 |
|
|
2024
Q3 | $448K | Sell |
6,862
-400
| -6% | -$26.1K | 0.06% | 221 |
|
|
2024
Q2 | $388K | Hold |
7,262
| – | – | 0.05% | 230 |
|
|
2024
Q1 | $390K | Hold |
7,262
| – | – | 0.05% | 233 |
|
|
2023
Q4 | $450K | Sell |
7,262
-51
| -0.7% | -$3.16K | 0.07% | 205 |
|
|
2023
Q3 | $418K | Sell |
7,313
-63
| -0.9% | -$3.61K | 0.07% | 215 |
|
|
2023
Q2 | $459K | Sell |
7,376
-388
| -5% | -$24.1K | 0.07% | 217 |
|
|
2023
Q1 | $524K | Buy |
7,764
+100
| +1% | +$6.74K | 0.08% | 205 |
|
|
2022
Q4 | $537K | Hold |
7,664
| – | – | 0.08% | 196 |
|
|
2022
Q3 | $490K | Buy |
+7,664
| New | +$490K | 0.08% | 201 |
|