Scissortail Wealth 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 | $249K | Buy |
3,657
+8
| +0.2% | +$545 | 0.06% | 104 |
|
|
2025
Q1 | $258K | Hold |
3,649
| – | – | 0.07% | 95 |
|
|
2024
Q4 | $246K | Buy |
3,649
+3,645
| +91,125% | +$246K | 0.06% | 109 |
|
|
2024
Q3 | $247K | Sell |
4
-3,745
| -100% | -$231M | 0.06% | 113 |
|
|
2024
Q2 | $200K | Hold |
3,749
| – | – | 0.05% | 121 |
|
|
2024
Q1 | $202K | Sell |
3,749
-11,058
| -75% | -$594K | 0.05% | 111 |
|
|
2023
Q4 | $883K | Buy |
14,807
+10,958
| +285% | +$654K | 0.28% | 73 |
|
|
2023
Q3 | $224K | Buy |
+3,849
| New | +$224K | 0.18% | 44 |
|
|
2023
Q2 | – | Sell |
-3,849
| Closed | -$260K | – | 51 |
|
|
2023
Q1 | $260K | Sell |
3,849
-11,171
| -74% | -$753K | 0.23% | 42 |
|
|
2022
Q4 | $1.03M | Buy |
15,020
+11,171
| +290% | +$765K | 0.6% | 38 |
|
|
2022
Q3 | $251K | Buy |
+3,849
| New | +$251K | 0.13% | 76 |
|
|
2022
Q2 | – | Sell |
-3,849
| Closed | -$296K | – | 144 |
|
|
2022
Q1 | $296K | Buy |
+3,849
| New | +$296K | 0.15% | 72 |
|