TwinBeech Capital’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 | $234K | Sell |
3,436
-10,451
| -75% | -$712K | 0.01% | 577 |
|
|
2025
Q1 | $983K | Buy |
+13,887
| New | +$983K | 0.02% | 485 |
|
|
2024
Q3 | – | Sell |
-346,035
| Closed | -$18.5M | – | 931 |
|
|
2024
Q2 | $18.5M | Sell |
346,035
-1,656
| -0.5% | -$88.4K | 0.36% | 90 |
|
|
2024
Q1 | $18.7M | Buy |
+347,691
| New | +$18.7M | 0.39% | 74 |
|
|
2023
Q3 | – | Sell |
-172,952
| Closed | -$10.8M | – | 929 |
|
|
2023
Q2 | $10.8M | Buy |
+172,952
| New | +$10.8M | 0.21% | 145 |
|
|
2022
Q2 | – | Sell |
-115,495
| Closed | -$8.34M | – | 752 |
|
|
2022
Q1 | $8.34M | Buy |
115,495
+78,407
| +211% | +$5.66M | 0.37% | 85 |
|
|
2021
Q4 | $2.51M | Sell |
37,088
-51,474
| -58% | -$3.48M | 0.14% | 192 |
|
|
2021
Q3 | $5.54M | Sell |
88,562
-4,276
| -5% | -$267K | 0.39% | 62 |
|
|
2021
Q2 | $6.12M | Buy |
+92,838
| New | +$6.12M | 0.74% | 35 |
|