Spirit of America Management Corp’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 | $1.15M | Buy |
16,900
+3,600
| +27% | +$245K | 0.24% | 113 |
|
|
2025
Q1 | $942K | Buy |
13,300
+2,150
| +19% | +$152K | 0.19% | 124 |
|
|
2024
Q4 | $753K | Buy |
11,150
+2,750
| +33% | +$186K | 0.15% | 134 |
|
|
2024
Q3 | $549K | Buy |
8,400
+1,050
| +14% | +$68.6K | 0.11% | 168 |
|
|
2024
Q2 | $393K | Buy |
7,350
+650
| +10% | +$34.7K | 0.08% | 191 |
|
|
2024
Q1 | $360K | Hold |
6,700
| – | – | 0.07% | 189 |
|
|
2023
Q4 | $415K | Hold |
6,700
| – | – | 0.09% | 171 |
|
|
2023
Q3 | $383K | Buy |
6,700
+500
| +8% | +$28.6K | 0.09% | 164 |
|
|
2023
Q2 | $385K | Buy |
6,200
+3,200
| +107% | +$199K | 0.09% | 159 |
|
|
2023
Q1 | $202K | Buy |
+3,000
| New | +$202K | 0.05% | 187 |
|
|
2015
Q3 | – | Sell |
-4,060
| Closed | -$131K | – | 342 |
|
|
2015
Q2 | $131K | Buy |
4,060
+1,260
| +45% | +$40.7K | 0.03% | 299 |
|
|
2015
Q1 | $97K | Buy |
+2,800
| New | +$97K | 0.02% | 307 |
|