Smartleaf Asset Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Sell |
6,247
-736
| -11% | -$49.9K | 0.04% | 405 |
|
|
2025
Q1 | $487K | Sell |
6,983
-906
| -11% | -$63.2K | 0.05% | 373 |
|
|
2024
Q4 | $533K | Buy |
7,889
+633
| +9% | +$42.8K | 0.05% | 317 |
|
|
2024
Q3 | $469K | Buy |
7,256
+1,092
| +18% | +$70.5K | 0.06% | 311 |
|
|
2024
Q2 | $332K | Buy |
6,164
+56
| +0.9% | +$3.02K | 0.05% | 301 |
|
|
2024
Q1 | $326K | Buy |
6,108
+52
| +0.9% | +$2.78K | 0.06% | 268 |
|
|
2023
Q4 | $375K | Buy |
+6,056
| New | +$375K | 0.1% | 202 |
|