Stiles Financial Services’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 | $3.23M | Sell |
47,450
-4,815
| -9% | -$328K | 1.12% | 24 |
|
|
2025
Q1 | $3.7M | Buy |
52,265
+1,141
| +2% | +$80.8K | 1.42% | 14 |
|
|
2024
Q4 | $3.45M | Buy |
51,124
+335
| +0.7% | +$22.6K | 1.25% | 18 |
|
|
2024
Q3 | $3.32M | Buy |
50,789
+1,085
| +2% | +$70.8K | 1.17% | 22 |
|
|
2024
Q2 | $2.65M | Buy |
49,704
+26
| +0.1% | +$1.39K | 1.02% | 25 |
|
|
2024
Q1 | $2.67M | Sell |
49,678
-2,093
| -4% | -$112K | 1.07% | 29 |
|
|
2023
Q4 | $3.21M | Buy |
51,771
+4,248
| +9% | +$263K | 1.46% | 13 |
|
|
2023
Q3 | $2.72M | Buy |
47,523
+1,902
| +4% | +$109K | 1.41% | 15 |
|
|
2023
Q2 | $2.84M | Buy |
45,621
+802
| +2% | +$49.9K | 1.41% | 14 |
|
|
2023
Q1 | $3.02M | Buy |
44,819
+233
| +0.5% | +$15.7K | 1.62% | 13 |
|
|
2022
Q4 | $3.13M | Sell |
44,586
-151
| -0.3% | -$10.6K | 1.79% | 10 |
|
|
2022
Q3 | $2.86M | Sell |
44,737
-204
| -0.5% | -$13.1K | 1.74% | 13 |
|
|
2022
Q2 | $3.18M | Sell |
44,941
-1
| -0% | -$71 | 1.91% | 9 |
|
|
2022
Q1 | $3.25M | Buy |
44,942
+1,452
| +3% | +$105K | 1.63% | 12 |
|
|
2021
Q4 | $2.97M | Buy |
+43,490
| New | +$2.97M | 1.43% | 15 |
|