Royal Fund 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 | $1.61M | Sell |
23,696
-217
| -0.9% | -$14.8K | 0.16% | 142 |
|
|
2025
Q1 | $1.69M | Sell |
23,913
-16,031
| -40% | -$1.13M | 0.19% | 134 |
|
|
2024
Q4 | $2.7M | Buy |
39,944
+3,108
| +8% | +$210K | 0.25% | 108 |
|
|
2024
Q3 | $2.41M | Buy |
36,836
+18,144
| +97% | +$1.18M | 0.14% | 131 |
|
|
2024
Q2 | $998K | Buy |
+18,692
| New | +$998K | 0.08% | 170 |
|
|
2020
Q2 | – | Sell |
-1,375
| Closed | -$82K | – | 575 |
|
|
2020
Q1 | $82K | Buy |
1,375
+1,033
| +302% | +$61.6K | 0.03% | 197 |
|
|
2019
Q4 | $21K | Buy |
342
+1
| +0.3% | +$61 | 0.01% | 335 |
|
|
2019
Q3 | $22K | Buy |
341
+3
| +0.9% | +$194 | 0.01% | 316 |
|
|
2019
Q2 | $20K | Buy |
338
+3
| +0.9% | +$178 | 0.01% | 324 |
|
|
2019
Q1 | $18K | Buy |
335
+2
| +0.6% | +$107 | 0.01% | 317 |
|
|
2018
Q4 | $16K | Buy |
333
+2
| +0.6% | +$96 | 0.01% | 296 |
|
|
2018
Q3 | $15K | Sell |
331
-875
| -73% | -$39.7K | ﹤0.01% | 300 |
|
|
2018
Q2 | $55K | Hold |
1,206
| – | – | 0.02% | 184 |
|
|
2018
Q1 | $54K | Hold |
1,206
| – | – | 0.02% | 189 |
|
|
2017
Q4 | $58K | Hold |
1,206
| – | – | 0.02% | 200 |
|
|
2017
Q3 | $57K | Buy |
1,206
+878
| +268% | +$41.5K | 0.02% | 162 |
|
|
2017
Q2 | $15K | Hold |
328
| – | – | 0.01% | 245 |
|
|
2017
Q1 | $14K | Hold |
328
| – | – | 0.01% | 246 |
|
|
2016
Q4 | $13K | Buy |
+328
| New | +$13K | 0.01% | 239 |
|