Smith Anglin Financial’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 | $369K | Buy |
5,421
+44
| +0.8% | +$3K | 0.03% | 144 |
|
|
2025
Q1 | $381K | Sell |
5,377
-1
| -0% | -$71 | 0.04% | 140 |
|
|
2024
Q4 | $363K | Buy |
5,378
+1
| +0% | +$68 | 0.03% | 141 |
|
|
2024
Q3 | $351K | Buy |
5,377
+46
| +0.9% | +$3K | 0.03% | 141 |
|
|
2024
Q2 | $285K | Sell |
5,331
-665
| -11% | -$35.5K | 0.03% | 146 |
|
|
2024
Q1 | $322K | Buy |
5,996
+714
| +14% | +$38.4K | 0.03% | 135 |
|
|
2023
Q4 | $327K | Buy |
5,282
+680
| +15% | +$42.1K | 0.04% | 131 |
|
|
2023
Q3 | $263K | Buy |
4,602
+36
| +0.8% | +$2.06K | 0.03% | 143 |
|
|
2023
Q2 | $284K | Buy |
4,566
+34
| +0.8% | +$2.11K | 0.03% | 139 |
|
|
2023
Q1 | $306K | Buy |
4,532
+32
| +0.7% | +$2.16K | 0.05% | 122 |
|
|
2022
Q4 | $315K | Buy |
4,500
+36
| +0.8% | +$2.52K | 0.06% | 105 |
|
|
2022
Q3 | $286K | Buy |
4,464
+1
| +0% | +$64 | 0.06% | 108 |
|
|
2022
Q2 | $316K | Buy |
4,463
+29
| +0.7% | +$2.05K | 0.09% | 92 |
|
|
2022
Q1 | $320K | Buy |
4,434
+147
| +3% | +$10.6K | 0.07% | 95 |
|
|
2021
Q4 | $290K | Buy |
+4,287
| New | +$290K | 0.05% | 121 |
|