Triumph Capital 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 | $273K | Hold |
4,002
| – | – | 0.08% | 237 |
|
|
2025
Q1 | $283K | Sell |
4,002
-90
| -2% | -$6.37K | 0.09% | 221 |
|
|
2024
Q4 | $276K | Sell |
4,092
-1,040
| -20% | -$70.2K | 0.09% | 224 |
|
|
2024
Q3 | $338K | Sell |
5,132
-7,210
| -58% | -$475K | 0.12% | 187 |
|
|
2024
Q2 | $659K | Buy |
12,342
+7,706
| +166% | +$412K | 0.26% | 92 |
|
|
2024
Q1 | $247K | Buy |
4,636
+617
| +15% | +$32.9K | 0.1% | 185 |
|
|
2023
Q4 | $249K | Sell |
4,019
-195
| -5% | -$12.1K | 0.11% | 173 |
|
|
2023
Q3 | $243K | Buy |
4,214
+624
| +17% | +$36K | 0.11% | 184 |
|
|
2023
Q2 | $223K | Buy |
3,590
+100
| +3% | +$6.22K | 0.1% | 188 |
|
|
2023
Q1 | $235K | Sell |
3,490
-235
| -6% | -$15.8K | 0.12% | 158 |
|
|
2022
Q4 | $261K | Sell |
3,725
-200
| -5% | -$14K | 0.14% | 162 |
|
|
2022
Q3 | $251K | Sell |
3,925
-49
| -1% | -$3.13K | 0.14% | 155 |
|
|
2022
Q2 | $281K | Hold |
3,974
| – | – | 0.15% | 149 |
|
|
2022
Q1 | $287K | Sell |
3,974
-14,794
| -79% | -$1.07M | 0.12% | 167 |
|
|
2021
Q4 | $1.27M | Sell |
18,768
-1,150
| -6% | -$77.9K | 0.55% | 41 |
|
|
2021
Q3 | $1.25M | Sell |
19,918
-697
| -3% | -$43.9K | 0.59% | 36 |
|
|
2021
Q2 | $1.4M | Buy |
+20,615
| New | +$1.4M | 0.82% | 23 |
|