Shelton Capital 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 | $5.36M | Sell |
78,763
-1,435
| -2% | -$97.7K | 0.12% | 152 |
|
|
2025
Q1 | $5.68M | Hold |
80,198
| – | – | 0.14% | 145 |
|
|
2024
Q4 | $5.41M | Buy |
80,198
+7,370
| +10% | +$498K | 0.13% | 147 |
|
|
2024
Q3 | $4.76M | Sell |
72,828
-224
| -0.3% | -$14.6K | 0.12% | 156 |
|
|
2024
Q2 | $3.9M | Buy |
73,052
+2,473
| +4% | +$132K | 0.11% | 178 |
|
|
2024
Q1 | $3.79M | Hold |
70,579
| – | – | 0.11% | 189 |
|
|
2023
Q4 | $4.37M | Buy |
70,579
+5,566
| +9% | +$345K | 0.14% | 166 |
|
|
2023
Q3 | $3.72M | Buy |
65,013
+13,262
| +26% | +$759K | 0.14% | 177 |
|
|
2023
Q2 | $3.22M | Buy |
51,751
+2,053
| +4% | +$128K | 0.12% | 177 |
|
|
2023
Q1 | $3.35M | Buy |
49,698
+6,531
| +15% | +$440K | 0.14% | 158 |
|
|
2022
Q4 | $3.03M | Sell |
43,167
-11,229
| -21% | -$787K | 0.32% | 109 |
|
|
2022
Q3 | $3.48M | Buy |
54,396
+1,041
| +2% | +$66.6K | 0.17% | 143 |
|
|
2022
Q2 | $3.78M | Hold |
53,355
| – | – | 0.17% | 137 |
|
|
2022
Q1 | $3.85M | Buy |
53,355
+1,954
| +4% | +$141K | 0.14% | 158 |
|
|
2021
Q4 | $3.48M | Buy |
51,401
+1,050
| +2% | +$71.1K | 0.12% | 175 |
|
|
2021
Q3 | $3.15M | Hold |
50,351
| – | – | 0.12% | 181 |
|
|
2021
Q2 | $3.32M | Buy |
50,351
+1,203
| +2% | +$79.3K | 0.13% | 177 |
|
|
2021
Q1 | $3.27M | Buy |
49,148
+3,966
| +9% | +$264K | 0.11% | 171 |
|
|
2020
Q4 | $3.01M | Sell |
45,182
-36,399
| -45% | -$2.43M | 0.14% | 151 |
|
|
2020
Q3 | $5.63M | Buy |
81,581
+36,350
| +80% | +$2.51M | 0.23% | 84 |
|
|
2020
Q2 | $2.83M | Hold |
45,231
| – | – | 0.16% | 124 |
|
|
2020
Q1 | $2.73M | Buy |
45,231
+1,017
| +2% | +$61.3K | 0.2% | 103 |
|
|
2019
Q4 | $2.81M | Sell |
44,214
-1,200
| -3% | -$76.2K | 0.16% | 125 |
|
|
2019
Q3 | $2.95M | Sell |
45,414
-5,000
| -10% | -$324K | 0.17% | 109 |
|
|
2019
Q2 | $3M | Buy |
50,414
+47,580
| +1,679% | +$2.83M | 0.17% | 114 |
|
|
2019
Q1 | $50.4K | Sell |
2,834
-47,580
| -94% | -$846K | 0.2% | 107 |
|
|
2018
Q4 | $2.48M | Buy |
50,414
+44,586
| +765% | +$2.2M | 0.17% | 124 |
|
|
2018
Q3 | $275K | Buy |
+5,828
| New | +$275K | 0.02% | 655 |
|