SageView Advisory Group’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 | $515K | Buy |
7,244
+2,222
| +44% | +$158K | 0.02% | 362 |
|
|
2025
Q1 | $356K | Buy |
5,022
+1,071
| +27% | +$75.8K | 0.02% | 422 |
|
|
2024
Q4 | $267K | Buy |
+3,951
| New | +$267K | 0.01% | 489 |
|
|
2024
Q1 | – | Sell |
-10,958
| Closed | -$655K | – | 882 |
|
|
2023
Q4 | $655K | Buy |
+10,958
| New | +$655K | 0.03% | 332 |
|