Wolff Wiese Magana’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 | $139K | Buy |
2,043
+4
| +0.2% | +$272 | 0.09% | 127 |
|
|
2025
Q1 | $144K | Buy |
2,039
+3
| +0.1% | +$212 | 0.1% | 109 |
|
|
2024
Q4 | $137K | Buy |
2,036
+4
| +0.2% | +$270 | 0.09% | 124 |
|
|
2024
Q3 | $133K | Buy |
2,032
+4
| +0.2% | +$261 | 0.09% | 122 |
|
|
2024
Q2 | $108K | Sell |
2,028
-75
| -4% | -$4.01K | 0.09% | 120 |
|
|
2024
Q1 | $113K | Sell |
2,103
-46
| -2% | -$2.47K | 0.1% | 105 |
|
|
2023
Q4 | $133K | Buy |
2,149
+3
| +0.1% | +$186 | 0.13% | 93 |
|
|
2023
Q3 | $123K | Sell |
2,146
-144
| -6% | -$8.24K | 0.1% | 122 |
|
|
2023
Q2 | $142K | Buy |
2,290
+8
| +0.4% | +$497 | 0.11% | 115 |
|
|
2023
Q1 | $154K | Buy |
2,282
+3
| +0.1% | +$202 | 0.12% | 108 |
|
|
2022
Q4 | $160K | Buy |
2,279
+13
| +0.6% | +$911 | 0.14% | 107 |
|
|
2022
Q3 | $145K | Buy |
2,266
+3
| +0.1% | +$192 | 0.12% | 136 |
|
|
2022
Q2 | $160K | Sell |
2,263
-124
| -5% | -$8.77K | 0.12% | 132 |
|
|
2022
Q1 | $172K | Buy |
2,387
+3
| +0.1% | +$216 | 0.12% | 137 |
|
|
2021
Q4 | $161K | Sell |
2,384
-152
| -6% | -$10.3K | 0.1% | 149 |
|
|
2021
Q3 | $159K | Buy |
2,536
+2
| +0.1% | +$125 | 0.11% | 148 |
|
|
2021
Q2 | $167K | Buy |
2,534
+3
| +0.1% | +$198 | 0.12% | 141 |
|
|
2021
Q1 | $168K | Buy |
2,531
+2
| +0.1% | +$133 | 0.13% | 133 |
|
|
2020
Q4 | $169K | Buy |
+2,529
| New | +$169K | 0.14% | 129 |
|