SG
Sourcerock Group’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.65M | Buy |
141,658
+71,658
| +102% | +$4.88M | 0.5% | 30 |
|
|
2025
Q1 | $4.96M | Sell |
70,000
-93,445
| -57% | -$6.61M | 0.28% | 32 |
|
|
2024
Q4 | $11M | Buy |
163,445
+130,756
| +400% | +$8.83M | 0.78% | 26 |
|
|
2024
Q3 | $2.13M | Hold |
32,689
| – | – | 0.17% | 30 |
|
|
2024
Q2 | $1.75M | Buy |
32,689
+13,689
| +72% | +$731K | 0.12% | 31 |
|
|
2024
Q1 | $1.02M | Sell |
19,000
-6,300
| -25% | -$339K | 0.08% | 29 |
|
|
2023
Q4 | $1.57M | Buy |
+25,300
| New | +$1.57M | 0.16% | 27 |
|