Secured Retirement Advisors’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 |
-5,087
| Closed | -$343K | – | 172 |
|
|
2024
Q4 | $343K | Sell |
5,087
-94
| -2% | -$6.35K | 0.2% | 115 |
|
|
2024
Q3 | $338K | Sell |
5,181
-14
| -0.3% | -$914 | 0.24% | 89 |
|
|
2024
Q2 | $277K | Hold |
5,195
| – | – | 0.22% | 96 |
|
|
2024
Q1 | $279K | Buy |
5,195
+343
| +7% | +$18.4K | 0.24% | 92 |
|
|
2023
Q4 | $300K | Buy |
+4,852
| New | +$300K | 0.29% | 86 |
|