Waverly 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 | $605K | Buy |
8,888
+363
| +4% | +$24.7K | 0.01% | 753 |
|
|
2025
Q1 | $603K | Buy |
8,525
+429
| +5% | +$30.4K | 0.01% | 728 |
|
|
2024
Q4 | $547K | Buy |
8,096
+3,691
| +84% | +$249K | 0.01% | 658 |
|
|
2024
Q3 | $288K | Buy |
4,405
+32
| +0.7% | +$2.09K | 0.01% | 693 |
|
|
2024
Q2 | $234K | Sell |
4,373
-151
| -3% | -$8.07K | ﹤0.01% | 725 |
|
|
2024
Q1 | $243K | Buy |
+4,524
| New | +$243K | 0.01% | 614 |
|
|
2014
Q4 | – | Sell |
-383
| Closed | -$12K | – | 686 |
|
|
2014
Q3 | $12K | Buy |
383
+300
| +361% | +$9.4K | 0.01% | 440 |
|
|
2014
Q2 | $3K | Hold |
83
| – | – | ﹤0.01% | 677 |
|
|
2014
Q1 | $3K | Hold |
83
| – | – | ﹤0.01% | 637 |
|
|
2013
Q4 | $2K | Buy |
+83
| New | +$2K | ﹤0.01% | 791 |
|