Spire Wealth Management’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 | $380K | Sell |
5,586
-1,554
| -22% | -$106K | 0.01% | 574 |
|
|
2025
Q1 | $505K | Buy |
7,140
+273
| +4% | +$19.3K | 0.02% | 557 |
|
|
2024
Q4 | $464K | Buy |
6,867
+185
| +3% | +$12.5K | 0.01% | 563 |
|
|
2024
Q3 | $436K | Sell |
6,682
-3
| -0% | -$196 | 0.01% | 555 |
|
|
2024
Q2 | $357K | Buy |
6,685
+899
| +16% | +$48K | 0.01% | 565 |
|
|
2024
Q1 | $311K | Sell |
5,786
-546
| -9% | -$29.3K | 0.01% | 654 |
|
|
2023
Q4 | $377K | Sell |
6,332
-610
| -9% | -$36.3K | 0.01% | 586 |
|
|
2023
Q3 | $397K | Buy |
6,942
+49
| +0.7% | +$2.8K | 0.02% | 524 |
|
|
2023
Q2 | $429K | Sell |
6,893
-344
| -5% | -$21.4K | 0.02% | 528 |
|
|
2023
Q1 | $488K | Sell |
7,237
-43,128
| -86% | -$2.91M | 0.02% | 498 |
|
|
2022
Q4 | $3.53M | Sell |
50,365
-810
| -2% | -$56.8K | 0.2% | 112 |
|
|
2022
Q3 | $3.28M | Sell |
51,175
-21,623
| -30% | -$1.38M | 0.2% | 107 |
|
|
2022
Q2 | $5.15M | Buy |
72,798
+66,523
| +1,060% | +$4.71M | 0.21% | 120 |
|
|
2022
Q1 | $453K | Sell |
6,275
-69
| -1% | -$4.98K | 0.01% | 606 |
|
|
2021
Q4 | $429K | Buy |
6,344
+203
| +3% | +$13.7K | 0.01% | 751 |
|
|
2021
Q3 | $384K | Sell |
6,141
-40
| -0.6% | -$2.5K | 0.01% | 679 |
|
|
2021
Q2 | $407K | Sell |
6,181
-217
| -3% | -$14.3K | 0.01% | 677 |
|
|
2021
Q1 | $426K | Buy |
+6,398
| New | +$426K | 0.01% | 720 |
|