RWA Wealth Partners’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,155
| Closed | -$348K | – | 587 |
|
|
2024
Q4 | $348K | Buy |
5,155
+176
| +4% | +$11.9K | ﹤0.01% | 464 |
|
|
2024
Q3 | $325K | Buy |
4,979
+1
| +0% | +$65 | ﹤0.01% | 464 |
|
|
2024
Q2 | $266K | Hold |
4,978
| – | – | ﹤0.01% | 477 |
|
|
2024
Q1 | $268K | Buy |
4,978
+4
| +0.1% | +$215 | ﹤0.01% | 476 |
|
|
2023
Q4 | $308K | Sell |
4,974
-43
| -0.9% | -$2.66K | ﹤0.01% | 436 |
|
|
2023
Q3 | $287K | Hold |
5,017
| – | – | 0.01% | 329 |
|
|
2023
Q2 | $312K | Sell |
5,017
-127
| -2% | -$7.9K | 0.01% | 269 |
|
|
2023
Q1 | $347K | Buy |
5,144
+127
| +3% | +$8.57K | 0.01% | 202 |
|
|
2022
Q4 | $365K | Sell |
5,017
-452
| -8% | -$32.9K | 0.01% | 203 |
|
|
2022
Q3 | $350K | Hold |
5,469
| – | – | 0.02% | 185 |
|
|
2022
Q2 | $387K | Buy |
5,469
+639
| +13% | +$45.2K | 0.03% | 174 |
|
|
2022
Q1 | $349K | Hold |
4,830
| – | – | 0.02% | 192 |
|
|
2021
Q4 | $327K | Hold |
4,830
| – | – | 0.02% | 205 |
|
|
2021
Q3 | $302K | Hold |
4,830
| – | – | 0.02% | 203 |
|
|
2021
Q2 | $318K | Hold |
4,830
| – | – | 0.02% | 201 |
|
|
2021
Q1 | $321K | Buy |
+4,830
| New | +$321K | 0.03% | 191 |
|
|
2018
Q3 | – | Sell |
-1,150
| Closed | -$53K | – | 706 |
|
|
2018
Q2 | $53K | Buy |
1,150
+70
| +6% | +$3.23K | 0.01% | 398 |
|
|
2018
Q1 | $49K | Buy |
+1,080
| New | +$49K | 0.01% | 341 |
|