Summit Financial’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 | $536K | Buy |
7,811
+599
| +8% | +$41.1K | 0.01% | 561 |
|
|
2025
Q1 | $511K | Buy |
7,212
+1,664
| +30% | +$118K | 0.01% | 509 |
|
|
2024
Q4 | $375K | Sell |
5,548
-27
| -0.5% | -$1.82K | 0.01% | 495 |
|
|
2024
Q3 | $367K | Sell |
5,575
-541
| -9% | -$35.6K | 0.01% | 425 |
|
|
2024
Q2 | $330K | Buy |
6,116
+1,190
| +24% | +$64.2K | 0.02% | 401 |
|
|
2024
Q1 | $267K | Sell |
4,926
-52
| -1% | -$2.82K | 0.02% | 332 |
|
|
2023
Q4 | $311K | Sell |
4,978
-590
| -11% | -$36.8K | 0.02% | 295 |
|
|
2023
Q3 | $321K | Sell |
5,568
-246
| -4% | -$14.2K | 0.02% | 283 |
|
|
2023
Q2 | $364K | Buy |
+5,814
| New | +$364K | 0.03% | 261 |
|