USA Financial Formulas’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 | – | Sell |
-20,621
| Closed | -$1.46M | – | 366 |
|
|
2025
Q1 | $1.46M | Sell |
20,621
-14,442
| -41% | -$1.02M | 0.24% | 28 |
|
|
2024
Q4 | $2.37M | Buy |
+35,063
| New | +$2.37M | 0.37% | 12 |
|
|
2023
Q3 | – | Sell |
-7
| Closed | -$435 | – | 551 |
|
|
2023
Q2 | $435 | Hold |
7
| – | – | ﹤0.01% | 444 |
|
|
2023
Q1 | $472 | Buy |
+7
| New | +$472 | ﹤0.01% | 369 |
|
|
2022
Q3 | $3.04M | Buy |
47,460
+2,060
| +5% | +$132K | 4.79% | 3 |
|
|
2022
Q2 | $3.21M | Buy |
45,400
+45,393
| +648,471% | +$3.21M | 4.01% | 5 |
|
|
2022
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 339 |
|
|
2021
Q4 | $0 | Sell |
7
-216
| -97% | – | ﹤0.01% | 502 |
|
|
2021
Q3 | $14K | Buy |
223
+216
| +3,086% | +$13.6K | 0.01% | 237 |
|
|
2021
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 457 |
|
|
2021
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 440 |
|
|
2020
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 427 |
|
|
2020
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 371 |
|
|
2020
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 341 |
|
|
2020
Q1 | $0 | Sell |
7
-12
| -63% | – | ﹤0.01% | 324 |
|
|
2019
Q4 | $1K | Sell |
19
-86,737
| -100% | -$4.57M | ﹤0.01% | 215 |
|
|
2019
Q3 | $5.63M | Sell |
86,756
-47,042
| -35% | -$3.05M | 2.19% | 5 |
|
|
2019
Q2 | $7.52M | Buy |
133,798
+30,194
| +29% | +$1.7M | 3.77% | 9 |
|
|
2019
Q1 | $5.82M | Buy |
+103,604
| New | +$5.82M | 3.67% | 10 |
|