Strategic Wealth Investment 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 | $6.81K | Buy |
+100
| New | +$6.81K | 0.01% | 97 |
|
|
2023
Q2 | – | Sell |
-3,552
| Closed | -$240K | – | 140 |
|
|
2023
Q1 | $240K | Hold |
3,552
| – | – | 0.04% | 116 |
|
|
2022
Q4 | $244K | Buy |
+3,552
| New | +$244K | 0.06% | 105 |
|
|
2022
Q3 | – | Sell |
-3,045
| Closed | -$215K | – | 133 |
|
|
2022
Q2 | $215K | Buy |
+3,045
| New | +$215K | 0.05% | 124 |
|