Sherbrooke Park Advisers’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 | – | Sell |
-6,306
| Closed | -$446K | – | 816 |
|
|
2025
Q1 | $446K | Sell |
6,306
-5,912
| -48% | -$419K | 0.21% | 168 |
|
|
2024
Q4 | $825K | Buy |
12,218
+7,228
| +145% | +$488K | 0.26% | 90 |
|
|
2024
Q3 | $326K | Buy |
+4,990
| New | +$326K | 0.07% | 534 |
|
|
2024
Q2 | – | Sell |
-9,619
| Closed | -$517K | – | 1241 |
|
|
2024
Q1 | $517K | Sell |
9,619
-1,588
| -14% | -$85.4K | 0.1% | 345 |
|
|
2023
Q4 | $694K | Buy |
11,207
+7,475
| +200% | +$463K | 0.33% | 101 |
|
|
2023
Q3 | $214K | Sell |
3,732
-12,033
| -76% | -$689K | 0.07% | 385 |
|
|
2023
Q2 | $980K | Sell |
15,765
-935
| -6% | -$58.1K | 0.51% | 42 |
|
|
2023
Q1 | $1.13M | Buy |
16,700
+13,300
| +391% | +$897K | 1.7% | 3 |
|
|
2022
Q4 | $238K | Buy |
+3,400
| New | +$238K | 0.17% | 225 |
|