TFC Financial Management’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 | $3.88K | Hold |
57
| – | – | ﹤0.01% | 443 |
|
|
2025
Q1 | $4.04K | Hold |
57
| – | – | ﹤0.01% | 419 |
|
|
2024
Q4 | $3.85K | Hold |
57
| – | – | ﹤0.01% | 439 |
|
|
2024
Q3 | $3.72K | Buy |
57
+41
| +256% | +$2.68K | ﹤0.01% | 446 |
|
|
2024
Q2 | $855 | Sell |
16
-19
| -54% | -$1.02K | ﹤0.01% | 578 |
|
|
2024
Q1 | $1.88K | Sell |
35
-7
| -17% | -$376 | ﹤0.01% | 481 |
|
|
2023
Q4 | $2.6K | Buy |
42
+31
| +282% | +$1.92K | ﹤0.01% | 430 |
|
|
2023
Q3 | $630 | Hold |
11
| – | – | ﹤0.01% | 582 |
|
|
2023
Q2 | $684 | Hold |
11
| – | – | ﹤0.01% | 550 |
|
|
2023
Q1 | $742 | Hold |
11
| – | – | ﹤0.01% | 540 |
|
|
2022
Q4 | $771 | Hold |
11
| – | – | ﹤0.01% | 486 |
|
|
2022
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 514 |
|
|
2022
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 513 |
|
|
2022
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 521 |
|
|
2021
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 573 |
|
|
2021
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 561 |
|
|
2021
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 564 |
|
|
2021
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 557 |
|
|
2020
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 544 |
|
|
2020
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 517 |
|