SIR 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 | $11M | Sell |
161,389
-76,670
| -32% | -$5.22M | 0.98% | 28 |
|
|
2025
Q1 | $16.9M | Buy |
238,059
+77,634
| +48% | +$5.5M | 1.48% | 25 |
|
|
2024
Q4 | $10.8M | Sell |
160,425
-19,075
| -11% | -$1.29M | 1.12% | 35 |
|
|
2024
Q3 | $11.7M | Buy |
+179,500
| New | +$11.7M | 1.14% | 30 |
|
|
2024
Q2 | – | Sell |
-71,500
| Closed | -$3.84M | – | 92 |
|
|
2024
Q1 | $3.84M | Buy |
+71,500
| New | +$3.84M | 0.39% | 54 |
|
|
2014
Q1 | – | Sell |
-140,000
| Closed | -$3.91M | – | 73 |
|
|
2013
Q4 | $3.91M | Buy |
140,000
+102,800
| +276% | +$2.87M | 0.73% | 31 |
|
|
2013
Q3 | $1.03M | Buy |
+37,200
| New | +$1.03M | 0.17% | 62 |
|