West Family Investments’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 | $308K | Buy |
+4,520
| New | +$308K | 0.08% | 250 |
|
|
2024
Q2 | – | Sell |
-4,776
| Closed | -$257K | – | 277 |
|
|
2024
Q1 | $257K | Buy |
4,776
+985
| +26% | +$52.9K | 0.08% | 206 |
|
|
2023
Q4 | $235K | Sell |
3,791
-5,519
| -59% | -$342K | 0.08% | 194 |
|
|
2023
Q3 | $533K | Buy |
9,310
+808
| +10% | +$46.2K | 0.19% | 94 |
|
|
2023
Q2 | $529K | Buy |
8,502
+3,392
| +66% | +$211K | 0.21% | 96 |
|
|
2023
Q1 | $345K | Sell |
5,110
-4,184
| -45% | -$282K | 0.14% | 112 |
|
|
2022
Q4 | $652K | Buy |
9,294
+918
| +11% | +$64.4K | 0.22% | 79 |
|
|
2022
Q3 | $536K | Buy |
8,376
+1,634
| +24% | +$105K | 0.22% | 95 |
|
|
2022
Q2 | $477K | Sell |
6,742
-33
| -0.5% | -$2.34K | 0.19% | 96 |
|
|
2022
Q1 | $489K | Buy |
6,775
+2,182
| +48% | +$157K | 0.14% | 117 |
|
|
2021
Q4 | $311K | Sell |
4,593
-8,523
| -65% | -$577K | 0.08% | 192 |
|
|
2021
Q3 | $820K | Buy |
13,116
+2,864
| +28% | +$179K | 0.21% | 88 |
|
|
2021
Q2 | $675K | Buy |
+10,252
| New | +$675K | 0.18% | 92 |
|