Vestor 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 | $41K | Sell |
487
-1,735
| -78% | -$146K | ﹤0.01% | 273 |
|
|
2025
Q1 | $157K | Sell |
2,222
-11
| -0.5% | -$777 | 0.01% | 153 |
|
|
2024
Q4 | $151K | Buy |
2,233
+11
| +0.5% | +$744 | 0.01% | 173 |
|
|
2024
Q3 | $145K | Buy |
2,222
+451
| +25% | +$29.4K | 0.01% | 154 |
|
|
2024
Q2 | $95K | Hold |
1,771
| – | – | 0.01% | 179 |
|
|
2024
Q1 | $95K | Hold |
1,771
| – | – | 0.01% | 187 |
|
|
2023
Q4 | $110K | Sell |
1,771
-621
| -26% | -$38.6K | 0.01% | 167 |
|
|
2023
Q3 | $137K | Sell |
2,392
-25
| -1% | -$1.43K | 0.01% | 145 |
|
|
2023
Q2 | $150K | Sell |
2,417
-25
| -1% | -$1.55K | 0.02% | 144 |
|
|
2023
Q1 | $165K | Hold |
2,442
| – | – | 0.02% | 141 |
|
|
2022
Q4 | $171K | Buy |
2,442
+75
| +3% | +$5.25K | 0.02% | 135 |
|
|
2022
Q3 | $151K | Hold |
2,367
| – | – | 0.02% | 125 |
|
|
2022
Q2 | $167K | Hold |
2,367
| – | – | 0.02% | 115 |
|
|
2022
Q1 | $171K | Sell |
2,367
-141
| -6% | -$10.2K | 0.02% | 120 |
|
|
2021
Q4 | $170K | Hold |
2,508
| – | – | 0.02% | 127 |
|
|
2021
Q3 | $157K | Buy |
2,508
+451
| +22% | +$28.2K | 0.02% | 129 |
|
|
2021
Q2 | $136K | Hold |
2,057
| – | – | 0.01% | 129 |
|
|
2021
Q1 | $137K | Hold |
2,057
| – | – | 0.02% | 124 |
|
|
2020
Q4 | $137K | Hold |
2,057
| – | – | 0.02% | 117 |
|
|
2020
Q3 | $142K | Buy |
+2,057
| New | +$142K | 0.02% | 94 |
|
|
2020
Q1 | $174K | Hold |
2,878
| – | – | 0.03% | 90 |
|
|
2019
Q4 | $183K | Buy |
2,878
+1,461
| +103% | +$92.9K | 0.03% | 98 |
|
|
2019
Q3 | $92K | Buy |
1,417
+596
| +73% | +$38.7K | 0.02% | 105 |
|
|
2019
Q2 | $49K | Hold |
821
| – | – | 0.01% | 117 |
|
|
2019
Q1 | $46K | Hold |
821
| – | – | 0.01% | 134 |
|
|
2018
Q4 | $40K | Buy |
+821
| New | +$40K | 0.01% | 113 |
|
|
2016
Q1 | – | Sell |
-1,686
| Closed | -$61K | – | 103 |
|
|
2015
Q4 | $61K | Hold |
1,686
| – | – | 0.02% | 88 |
|
|
2015
Q3 | $60K | Hold |
1,686
| – | – | 0.02% | 89 |
|
|
2015
Q2 | $54K | Buy |
+1,686
| New | +$54K | 0.02% | 95 |
|