Vise Technologies’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 | $1.21M | Buy |
+17,795
| New | +$1.21M | 0.05% | 388 |
|
|
2024
Q4 | $619K | Buy |
9,164
+3,729
| +69% | +$252K | 0.05% | 363 |
|
|
2024
Q3 | $355K | Buy |
+5,435
| New | +$355K | 0.05% | 394 |
|
|
2023
Q2 | – | Sell |
-4,915
| Closed | -$331K | – | 375 |
|
|
2023
Q1 | $331K | Buy |
4,915
+1,793
| +57% | +$121K | 0.09% | 230 |
|
|
2022
Q4 | $219K | Buy |
+3,122
| New | +$219K | 0.07% | 295 |
|