U.S. Capital Wealth Advisors’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 | $554K | Buy |
8,137
+198
| +2% | +$13.5K | 0.02% | 568 |
|
|
2025
Q1 | $562K | Sell |
7,939
-29
| -0.4% | -$2.05K | 0.02% | 564 |
|
|
2024
Q4 | $538K | Buy |
7,968
+522
| +7% | +$35.2K | 0.02% | 544 |
|
|
2024
Q3 | $486K | Buy |
+7,446
| New | +$486K | 0.02% | 481 |
|
|
2023
Q1 | – | Sell |
-624
| Closed | -$43.7K | – | 1543 |
|
|
2022
Q4 | $43.7K | Buy |
+624
| New | +$43.7K | ﹤0.01% | 915 |
|