Twin Tree 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
Hold
0
937
2025
Q1
Hold
0
973
2024
Q4
Hold
0
951
2024
Q3
Hold
0
920
2024
Q2
Hold
0
882
2024
Q1
Sell
-45,770
Closed -$2.83M 836
2023
Q4
$2.83M Sell
45,770
-21,751
-32% -$1.35M 0.01% 290
2023
Q3
$3.86M Buy
+67,521
New +$3.86M 0.01% 184
2023
Q2
Hold
0
776
2023
Q1
Hold
0
777
2022
Q4
Hold
0
745
2022
Q2
Hold
0
895
2022
Q1
Hold
0
929
2021
Q4
Hold
0
904
2021
Q3
Hold
0
891
2021
Q2
Hold
0
886
2021
Q1
Sell
-203
Closed -$14K 876
2020
Q4
$14K Buy
+203
New +$14K ﹤0.01% 474
2020
Q3
Hold
0
842
2020
Q2
Sell
-600
Closed -$36K 898
2020
Q1
$36K Buy
+600
New +$36K ﹤0.01% 391
2019
Q2
Sell
-191
Closed -$11K 914
2019
Q1
$11K Buy
+191
New +$11K ﹤0.01% 490
2018
Q4
Hold
0
821
2018
Q3
Hold
0
694
2016
Q3
Sell
-6,469
Closed -$290K 637
2016
Q2
$290K Sell
6,469
-5,470
-46% -$245K ﹤0.01% 308
2016
Q1
$499K Buy
+11,939
New +$499K 0.01% 229
2015
Q2
Sell
-683
Closed -$24K 607
2015
Q1
$24K Buy
+683
New +$24K ﹤0.01% 340
2014
Q2
Sell
-258
Closed -$8K 418
2014
Q1
$8K Buy
+258
New +$8K ﹤0.01% 216
2013
Q4
Hold
0
393