WrapManager Inc’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 | $264K | Sell |
3,881
-115
| -3% | -$7.83K | 0.06% | 168 |
|
|
2025
Q1 | $283K | Sell |
3,996
-576
| -13% | -$40.8K | 0.07% | 164 |
|
|
2024
Q4 | $309K | Sell |
4,572
-345
| -7% | -$23.3K | 0.08% | 159 |
|
|
2024
Q3 | $321K | Sell |
4,917
-1,071
| -18% | -$69.9K | 0.08% | 163 |
|
|
2024
Q2 | $320K | Buy |
+5,988
| New | +$320K | 0.09% | 179 |
|
|
2024
Q1 | – | Sell |
-4,577
| Closed | -$283K | – | 301 |
|
|
2023
Q4 | $283K | Buy |
+4,577
| New | +$283K | 0.08% | 214 |
|