Tortoise Investment 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 | Buy |
+57
| New | +$3.88K | ﹤0.01% | 683 |
|
|
2024
Q3 | – | Sell |
-44
| Closed | -$2.35K | – | 914 |
|
|
2024
Q2 | $2.35K | Hold |
44
| – | – | ﹤0.01% | 761 |
|
|
2024
Q1 | $2.37K | Buy |
44
+5
| +13% | +$269 | ﹤0.01% | 754 |
|
|
2023
Q4 | $2.41K | Hold |
39
| – | – | ﹤0.01% | 684 |
|
|
2023
Q3 | $2.23K | Hold |
39
| – | – | ﹤0.01% | 684 |
|
|
2023
Q2 | $2.43K | Hold |
39
| – | – | ﹤0.01% | 673 |
|
|
2023
Q1 | $2.63K | Hold |
39
| – | – | ﹤0.01% | 666 |
|
|
2022
Q4 | $2.73K | Hold |
39
| – | – | ﹤0.01% | 654 |
|
|
2022
Q3 | $2K | Sell |
39
-35
| -47% | -$1.8K | ﹤0.01% | 705 |
|
|
2022
Q2 | $5K | Buy |
+74
| New | +$5K | ﹤0.01% | 590 |
|