Y-Intercept (HK)’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 | $2.27M | Buy |
33,373
+11,065
| +50% | +$754K | 0.06% | 545 |
|
|
2025
Q1 | $1.58M | Buy |
+22,308
| New | +$1.58M | 0.11% | 251 |
|
|
2024
Q3 | – | Sell |
-43,085
| Closed | -$2.3M | – | 1873 |
|
|
2024
Q2 | $2.3M | Buy |
+43,085
| New | +$2.3M | 0.13% | 214 |
|
|
2023
Q3 | – | Sell |
-74,969
| Closed | -$4.66M | – | 1688 |
|
|
2023
Q2 | $4.66M | Buy |
+74,969
| New | +$4.66M | 0.49% | 10 |
|
|
2022
Q4 | – | Sell |
-60,013
| Closed | -$3.84M | – | 1402 |
|
|
2022
Q3 | $3.84M | Buy |
+60,013
| New | +$3.84M | 0.38% | 38 |
|
|
2021
Q3 | – | Sell |
-19,789
| Closed | -$1.3M | – | 947 |
|
|
2021
Q2 | $1.3M | Buy |
+19,789
| New | +$1.3M | 0.33% | 56 |
|