Wedmont Private 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 | $576K | Buy |
8,485
+349
| +4% | +$23.7K | 0.02% | 393 |
|
|
2025
Q1 | $566K | Buy |
8,136
+719
| +10% | +$50K | 0.03% | 349 |
|
|
2024
Q4 | $470K | Buy |
7,417
+1,953
| +36% | +$124K | 0.02% | 397 |
|
|
2024
Q3 | $344K | Buy |
5,464
+484
| +10% | +$30.5K | 0.02% | 475 |
|
|
2024
Q2 | $270K | Buy |
4,980
+1,030
| +26% | +$55.9K | 0.02% | 529 |
|
|
2024
Q1 | $215K | Sell |
3,950
-1,288
| -25% | -$70K | 0.02% | 550 |
|
|
2023
Q4 | $333K | Buy |
+5,238
| New | +$333K | 0.03% | 396 |
|
|
2023
Q3 | – | Sell |
-4,116
| Closed | -$265K | – | 536 |
|
|
2023
Q2 | $265K | Buy |
+4,116
| New | +$265K | 0.03% | 415 |
|