SJS Investment Consulting’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29K | Sell |
19
-16
| -46% | -$1.09K | ﹤0.01% | 728 |
|
|
2025
Q1 | $2.48K | Buy |
35
+4
| +13% | +$283 | ﹤0.01% | 639 |
|
|
2024
Q4 | $2.09K | Sell |
31
-2
| -6% | -$135 | ﹤0.01% | 679 |
|
|
2024
Q3 | $2.16K | Hold |
33
| – | – | ﹤0.01% | 753 |
|
|
2024
Q2 | $1.76K | Buy |
33
+2
| +6% | +$107 | ﹤0.01% | 782 |
|
|
2024
Q1 | $1.67K | Sell |
31
-7
| -18% | -$376 | ﹤0.01% | 826 |
|
|
2023
Q4 | $2.35K | Buy |
38
+8
| +27% | +$495 | ﹤0.01% | 598 |
|
|
2023
Q3 | $1.72K | Buy |
30
+5
| +20% | +$286 | ﹤0.01% | 697 |
|
|
2023
Q2 | $1.56K | Sell |
25
-4
| -14% | -$249 | ﹤0.01% | 703 |
|
|
2023
Q1 | $1.96K | Sell |
29
-5
| -15% | -$337 | ﹤0.01% | 612 |
|
|
2022
Q4 | $2.38K | Sell |
34
-2
| -6% | -$140 | ﹤0.01% | 553 |
|
|
2022
Q3 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 565 |
|
|
2022
Q1 | $35K | Sell |
492
-145
| -23% | -$10.3K | 0.01% | 219 |
|
|
2021
Q4 | $43K | Buy |
+637
| New | +$43K | 0.01% | 183 |
|