Trifecta Capital Advisors’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 | $1.91K | Hold |
28
| – | – | ﹤0.01% | 347 |
|
|
2025
Q1 | $1.98K | Hold |
28
| – | – | ﹤0.01% | 314 |
|
|
2024
Q4 | $1.89K | Hold |
28
| – | – | ﹤0.01% | 310 |
|
|
2024
Q3 | $1.83K | Hold |
28
| – | – | ﹤0.01% | 326 |
|
|
2024
Q2 | $1.5K | Hold |
28
| – | – | ﹤0.01% | 341 |
|
|
2024
Q1 | $1.51K | Hold |
28
| – | – | ﹤0.01% | 335 |
|
|
2023
Q4 | $1.73K | Hold |
28
| – | – | ﹤0.01% | 346 |
|
|
2023
Q3 | $1.6K | Hold |
28
| – | – | ﹤0.01% | 334 |
|
|
2023
Q2 | $1.74K | Hold |
28
| – | – | ﹤0.01% | 322 |
|
|
2023
Q1 | $1.89K | Hold |
28
| – | – | ﹤0.01% | 312 |
|
|
2022
Q4 | $1.96K | Buy |
+28
| New | +$1.96K | ﹤0.01% | 304 |
|