Verdence Capital 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 | $1.46M | Buy |
21,373
+192
| +0.9% | +$13.1K | 0.1% | 200 |
|
|
2025
Q1 | $1.5M | Sell |
21,181
-462
| -2% | -$32.7K | 0.11% | 188 |
|
|
2024
Q4 | $1.46M | Sell |
21,643
-178
| -0.8% | -$12K | 0.12% | 199 |
|
|
2024
Q3 | $1.42M | Buy |
21,821
+633
| +3% | +$41.3K | 0.11% | 209 |
|
|
2024
Q2 | $1.13M | Buy |
21,188
+10,471
| +98% | +$559K | 0.1% | 226 |
|
|
2024
Q1 | $576K | Buy |
10,717
+535
| +5% | +$28.8K | 0.05% | 328 |
|
|
2023
Q4 | $630K | Buy |
+10,182
| New | +$630K | 0.06% | 297 |
|