Salem Investment Counselors’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 | $60.9K | Hold |
887
| – | – | ﹤0.01% | 544 |
|
|
2025
Q1 | $63.3K | Hold |
887
| – | – | ﹤0.01% | 534 |
|
|
2024
Q4 | $59.9K | Hold |
887
| – | – | ﹤0.01% | 545 |
|
|
2024
Q3 | $58.4K | Hold |
887
| – | – | ﹤0.01% | 552 |
|
|
2024
Q2 | $47.9K | Buy |
887
+825
| +1,331% | +$44.5K | ﹤0.01% | 563 |
|
|
2024
Q1 | $3.37K | Buy |
+62
| New | +$3.37K | ﹤0.01% | 981 |
|
|
2023
Q1 | – | Sell |
-155
| Closed | -$10.9K | – | 1168 |
|
|
2022
Q4 | $10.9K | Buy |
+155
| New | +$10.9K | ﹤0.01% | 762 |
|
|
2021
Q1 | – | Sell |
-78
| Closed | -$5K | – | 927 |
|
|
2020
Q4 | $5K | Buy |
+78
| New | +$5K | ﹤0.01% | 706 |
|