Stanley-Laman Group’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 | $281K | Buy |
4,124
+582
| +16% | +$39.6K | 0.04% | 247 |
|
|
2025
Q1 | $251K | Buy |
+3,542
| New | +$251K | 0.04% | 252 |
|
|
2024
Q4 | – | Sell |
-3,497
| Closed | -$228K | – | 299 |
|
|
2024
Q3 | $228K | Buy |
+3,497
| New | +$228K | 0.03% | 266 |
|
|
2022
Q4 | – | Sell |
-3,260
| Closed | -$209K | – | 248 |
|
|
2022
Q3 | $209K | Hold |
3,260
| – | – | 0.04% | 221 |
|
|
2022
Q2 | $231K | Buy |
+3,260
| New | +$231K | 0.04% | 220 |
|
|
2016
Q2 | – | Sell |
-6,872
| Closed | -$287K | – | 341 |
|
|
2016
Q1 | $287K | Sell |
6,872
-18,641
| -73% | -$779K | 0.05% | 215 |
|
|
2015
Q4 | $916K | Buy |
25,513
+15,018
| +143% | +$539K | 0.16% | 153 |
|
|
2015
Q3 | $372K | Buy |
+10,495
| New | +$372K | 0.08% | 228 |
|