Summit Securities 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
Q1 | – | Sell |
-90
| Closed | -$6.08K | – | 983 |
|
|
2024
Q4 | $6.08K | Buy |
+90
| New | +$6.08K | ﹤0.01% | 384 |
|
|
2024
Q3 | – | Sell |
-73
| Closed | -$4K | – | 784 |
|
|
2024
Q2 | $4K | Buy |
+73
| New | +$4K | ﹤0.01% | 394 |
|
|
2024
Q1 | – | Sell |
-44
| Closed | -$3K | – | 766 |
|
|
2023
Q4 | $3K | Sell |
44
-18
| -29% | -$1.23K | ﹤0.01% | 411 |
|
|
2023
Q3 | $4K | Sell |
62
-124
| -67% | -$8K | ﹤0.01% | 330 |
|
|
2023
Q2 | $12K | Buy |
+186
| New | +$12K | ﹤0.01% | 626 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 1130 |
|
|
2022
Q4 | – | Sell |
-3,439
| Closed | -$220K | – | 1154 |
|
|
2022
Q3 | $220K | Buy |
+3,439
| New | +$220K | 0.02% | 255 |
|
|
2022
Q2 | – | Sell |
-2,558
| Closed | -$185K | – | 972 |
|
|
2022
Q1 | $185K | Buy |
+2,558
| New | +$185K | 0.02% | 247 |
|
|
2021
Q4 | – | Sell |
-5,291
| Closed | -$331K | – | 546 |
|
|
2021
Q3 | $331K | Buy |
+5,291
| New | +$331K | 0.03% | 236 |
|
|
2017
Q2 | – | Sell |
-10,120
| Closed | -$450K | – | 334 |
|
|
2017
Q1 | $450K | Buy |
+10,120
| New | +$450K | 0.13% | 152 |
|