Slocum, Gordon & Co’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 | $40.9K | Hold |
600
| – | – | 0.03% | 90 |
|
|
2025
Q1 | $42.5K | Hold |
600
| – | – | 0.03% | 86 |
|
|
2024
Q4 | $40.5K | Hold |
600
| – | – | 0.03% | 88 |
|
|
2024
Q3 | $39.2K | Hold |
600
| – | – | 0.02% | 90 |
|
|
2024
Q2 | $32K | Hold |
600
| – | – | 0.02% | 97 |
|
|
2024
Q1 | $32.3K | Hold |
600
| – | – | 0.02% | 93 |
|
|
2023
Q4 | $37.1K | Hold |
600
| – | – | 0.03% | 90 |
|
|
2023
Q3 | $34.3K | Hold |
600
| – | – | 0.03% | 92 |
|
|
2023
Q2 | $37.3K | Sell |
600
-22
| -4% | -$1.37K | 0.03% | 84 |
|
|
2023
Q1 | $41.9K | Hold |
622
| – | – | 0.03% | 84 |
|
|
2022
Q4 | $43.6K | Buy |
+622
| New | +$43.6K | 0.03% | 84 |
|