WestEnd Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7
| Closed | -$457 | – | 409 |
|
|
2024
Q3 | $457 | Hold |
7
| – | – | ﹤0.01% | 185 |
|
|
2024
Q2 | $374 | Sell |
7
-2
| -22% | -$107 | ﹤0.01% | 187 |
|
|
2024
Q1 | $484 | Hold |
9
| – | – | ﹤0.01% | 153 |
|
|
2023
Q4 | $557 | Sell |
9
-5
| -36% | -$309 | ﹤0.01% | 149 |
|
|
2023
Q3 | $801 | Buy |
+14
| New | +$801 | ﹤0.01% | 121 |
|
|
2023
Q2 | – | Hold |
0
| – | -$809 | – | 300 |
|
|
2023
Q1 | – | Sell |
-12
| Closed | -$841 | – | 119 |
|
|
2022
Q4 | $841 | Buy |
12
+3
| +33% | +$210 | ﹤0.01% | 108 |
|
|
2022
Q3 | $1K | Buy |
9
+3
| +50% | +$333 | ﹤0.01% | 135 |
|
|
2022
Q2 | $424 | Buy |
+6
| New | +$424 | ﹤0.01% | 145 |
|