Trueblood Wealth 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 | $304K | Hold |
4,465
| – | – | 0.13% | 201 |
|
|
2025
Q1 | $316K | Hold |
4,465
| – | – | 0.15% | 184 |
|
|
2024
Q4 | $301K | Sell |
4,465
-40
| -0.9% | -$2.7K | 0.15% | 185 |
|
|
2024
Q3 | $294K | Hold |
4,505
| – | – | 0.15% | 178 |
|
|
2024
Q2 | $241K | Sell |
4,505
-600
| -12% | -$32K | 0.14% | 193 |
|
|
2024
Q1 | $274K | Buy |
5,105
+88
| +2% | +$4.73K | 0.16% | 170 |
|
|
2023
Q4 | $311K | Buy |
+5,017
| New | +$311K | 0.19% | 142 |
|