Simon Quick 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
Q2 | $3.26M | Buy |
47,892
+40,396
| +539% | +$2.75M | 0.13% | 106 |
|
|
2025
Q1 | $531K | Buy |
7,496
+1,395
| +23% | +$98.8K | 0.03% | 289 |
|
|
2024
Q4 | $412K | Buy |
6,101
+832
| +16% | +$56.2K | 0.02% | 285 |
|
|
2024
Q3 | $344K | Buy |
5,269
+294
| +6% | +$19.2K | 0.02% | 290 |
|
|
2024
Q2 | $266K | Buy |
4,975
+341
| +7% | +$18.2K | 0.02% | 305 |
|
|
2024
Q1 | $249K | Sell |
4,634
-269
| -5% | -$14.5K | 0.02% | 344 |
|
|
2023
Q4 | $304K | Buy |
4,903
+624
| +15% | +$38.6K | 0.03% | 239 |
|
|
2023
Q3 | $245K | Buy |
4,279
+71
| +2% | +$4.06K | 0.02% | 270 |
|
|
2023
Q2 | $262K | Buy |
4,208
+15
| +0.4% | +$933 | 0.02% | 232 |
|
|
2023
Q1 | $283K | Buy |
4,193
+359
| +9% | +$24.2K | 0.03% | 219 |
|
|
2022
Q4 | $269K | Buy |
3,834
+242
| +7% | +$17K | 0.03% | 193 |
|
|
2022
Q3 | $230K | Buy |
3,592
+56
| +2% | +$3.59K | 0.03% | 173 |
|
|
2022
Q2 | $261K | Buy |
+3,536
| New | +$261K | 0.03% | 146 |
|
|
2020
Q1 | – | Sell |
-94
| Closed | -$6K | – | 722 |
|
|
2019
Q4 | $6K | Buy |
+94
| New | +$6K | ﹤0.01% | 478 |
|
|
2018
Q4 | – | Sell |
-52
| Closed | -$2K | – | 377 |
|
|
2018
Q3 | $2K | Hold |
52
| – | – | ﹤0.01% | 299 |
|
|
2018
Q2 | $2K | Hold |
52
| – | – | ﹤0.01% | 334 |
|
|
2018
Q1 | $2K | Hold |
52
| – | – | ﹤0.01% | 296 |
|
|
2017
Q4 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 419 |
|