Steph & Co’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 | $117K | Hold |
1,713
| – | – | 0.04% | 127 |
|
|
2025
Q1 | $121K | Hold |
1,713
| – | – | 0.04% | 138 |
|
|
2024
Q4 | $116K | Hold |
1,713
| – | – | 0.04% | 145 |
|
|
2024
Q3 | $112K | Hold |
1,713
| – | – | 0.04% | 150 |
|
|
2024
Q2 | $91.5K | Hold |
1,713
| – | – | 0.03% | 157 |
|
|
2024
Q1 | $92.1K | Hold |
1,713
| – | – | 0.03% | 156 |
|
|
2023
Q4 | $106K | Hold |
1,713
| – | – | 0.05% | 138 |
|
|
2023
Q3 | $98K | Hold |
1,713
| – | – | 0.05% | 150 |
|
|
2023
Q2 | $106K | Hold |
1,713
| – | – | 0.06% | 140 |
|
|
2023
Q1 | $116K | Hold |
1,713
| – | – | 0.07% | 133 |
|
|
2022
Q4 | $120K | Hold |
1,713
| – | – | 0.08% | 132 |
|
|
2022
Q3 | $110K | Hold |
1,713
| – | – | 0.08% | 123 |
|
|
2022
Q2 | $121K | Hold |
1,713
| – | – | 0.07% | 123 |
|
|
2022
Q1 | $124K | Hold |
1,713
| – | – | 0.07% | 134 |
|
|
2021
Q4 | $116K | Hold |
1,713
| – | – | 0.07% | 143 |
|
|
2021
Q3 | $107K | Hold |
1,713
| – | – | 0.07% | 134 |
|
|
2021
Q2 | $113K | Hold |
1,713
| – | – | 0.07% | 130 |
|
|
2021
Q1 | $114K | Sell |
1,713
-675
| -28% | -$44.9K | 0.08% | 128 |
|
|
2020
Q4 | $159K | Hold |
2,388
| – | – | 0.12% | 105 |
|
|
2020
Q3 | $165K | Hold |
2,388
| – | – | 0.15% | 78 |
|
|
2020
Q2 | $149K | Sell |
2,388
-1,000
| -30% | -$62.4K | 0.15% | 83 |
|
|
2020
Q1 | $204K | Hold |
3,388
| – | – | 0.23% | 47 |
|
|
2019
Q4 | $215K | Buy |
+3,388
| New | +$215K | 0.18% | 68 |
|