Strategic Investment Solutions’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 | $27.2K | Hold |
400
| – | – | 0.01% | 262 |
|
|
2025
Q1 | $28.3K | Hold |
400
| – | – | 0.01% | 252 |
|
|
2024
Q4 | $27K | Hold |
400
| – | – | 0.01% | 276 |
|
|
2024
Q3 | $26.1K | Hold |
400
| – | – | 0.01% | 254 |
|
|
2024
Q2 | $23.3K | Buy |
+400
| New | +$23.3K | 0.01% | 250 |
|
|
2023
Q4 | $24.8K | Sell |
400
-24,800
| -98% | -$1.54M | ﹤0.01% | 618 |
|
|
2023
Q3 | $1.51M | Buy |
25,200
+24,800
| +6,200% | +$1.49M | 0.02% | 258 |
|
|
2023
Q2 | $25.4K | Hold |
400
| – | – | 0.01% | 418 |
|
|
2023
Q1 | $27K | Buy |
+400
| New | +$27K | 0.01% | 484 |
|