Trivium Point Advisory’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 | $469K | Sell |
6,884
-24
| -0.3% | -$1.63K | 0.05% | 239 |
|
|
2025
Q1 | $489K | Buy |
6,908
+93
| +1% | +$6.58K | 0.06% | 229 |
|
|
2024
Q4 | $460K | Buy |
6,815
+2,100
| +45% | +$142K | 0.06% | 233 |
|
|
2024
Q3 | $324K | Buy |
+4,715
| New | +$324K | 0.05% | 271 |
|
|
2021
Q1 | – | Sell |
-19,970
| Closed | -$1.3M | – | 210 |
|
|
2020
Q4 | $1.3M | Sell |
19,970
-1,084
| -5% | -$70.6K | 0.38% | 103 |
|
|
2020
Q3 | $1.45M | Buy |
21,054
+520
| +3% | +$35.9K | 0.51% | 73 |
|
|
2020
Q2 | $1.31M | Buy |
20,534
+2,006
| +11% | +$128K | 0.52% | 72 |
|
|
2020
Q1 | $1.16M | Sell |
18,528
-2,508
| -12% | -$158K | 0.6% | 68 |
|
|
2019
Q4 | $1.34M | Buy |
21,036
+183
| +0.9% | +$11.6K | 0.52% | 88 |
|
|
2019
Q3 | $1.33M | Sell |
20,853
-5,521
| -21% | -$353K | 0.61% | 79 |
|
|
2019
Q2 | $1.57M | Sell |
26,374
-150
| -0.6% | -$8.92K | 0.7% | 63 |
|
|
2019
Q1 | $1.49M | Sell |
26,524
-491
| -2% | -$27.6K | 0.7% | 62 |
|
|
2018
Q4 | $1.33M | Buy |
+27,015
| New | +$1.33M | 0.81% | 59 |
|