Syon Capital’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 | $286K | Buy |
+4,201
| New | +$286K | 0.02% | 567 |
|
|
2024
Q4 | – | Sell |
-3,403
| Closed | -$222K | – | 603 |
|
|
2024
Q3 | $222K | Buy |
+3,403
| New | +$222K | 0.02% | 423 |
|
|
2024
Q1 | – | Sell |
-10,252
| Closed | -$635K | – | 512 |
|
|
2023
Q4 | $635K | Buy |
+10,252
| New | +$635K | 0.03% | 360 |
|