Venture Visionary Partners’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 | $400K | Buy |
5,881
+2,158
| +58% | +$147K | 0.02% | 440 |
|
|
2025
Q1 | $264K | Buy |
3,723
+48
| +1% | +$3.4K | 0.01% | 481 |
|
|
2024
Q4 | $248K | Sell |
3,675
-845
| -19% | -$57.1K | 0.01% | 484 |
|
|
2024
Q3 | $295K | Sell |
4,520
-177
| -4% | -$11.6K | 0.01% | 456 |
|
|
2024
Q2 | $251K | Buy |
4,697
+96
| +2% | +$5.13K | 0.01% | 483 |
|
|
2024
Q1 | $247K | Sell |
4,601
-859
| -16% | -$46.2K | 0.01% | 481 |
|
|
2023
Q4 | $338K | Buy |
5,460
+210
| +4% | +$13K | 0.02% | 411 |
|
|
2023
Q3 | $300K | Sell |
5,250
-39
| -0.7% | -$2.23K | 0.02% | 408 |
|
|
2023
Q2 | $329K | Sell |
5,289
-43
| -0.8% | -$2.67K | 0.02% | 404 |
|
|
2023
Q1 | $360K | Buy |
5,332
+397
| +8% | +$26.8K | 0.02% | 383 |
|
|
2022
Q4 | $346K | Buy |
4,935
+39
| +0.8% | +$2.73K | 0.03% | 376 |
|
|
2022
Q3 | $313K | Sell |
4,896
-5
| -0.1% | -$320 | 0.03% | 364 |
|
|
2022
Q2 | $347K | Buy |
4,901
+343
| +8% | +$24.3K | 0.03% | 356 |
|
|
2022
Q1 | $328K | Buy |
4,558
+34
| +0.8% | +$2.45K | 0.02% | 391 |
|
|
2021
Q4 | $306K | Hold |
4,524
| – | – | 0.02% | 408 |
|
|
2021
Q3 | $282K | Buy |
4,524
+16
| +0.4% | +$997 | 0.02% | 414 |
|
|
2021
Q2 | $296K | Sell |
4,508
-200
| -4% | -$13.1K | 0.02% | 391 |
|
|
2021
Q1 | $313K | Buy |
+4,708
| New | +$313K | 0.03% | 367 |
|